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Trending Articles
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Gap between dream retirement age vs. expectation widens to 5 years: hopes of retiring at 62 fade as expectation shifts to 67
The Retirement Expectation Gap – the gap between when Brits want to retire and when they actually think they will be abl…
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Optimism Ahead of Autumn Budget | Tax-Efficient Investment Magazine Issue 1 | October 2025
Tax-Efficient Investment, Tax-Efficient Investment Magazine
Hello and welcome to the very first issue of our Tax-Efficient Investment (TEI) Magazine! You may have seen that we rece…
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The case for smarter mortgage advice | M&PI 21 | October 2025
Mortgage & Property Investment Magazine
Turning a new leaf in mortgage and property insight As autumn makes its arrival and the leaves begin to turn, this month…
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Chancellor Rachel Reeves’ fiscal rules challenge: Three scenarios we could see in the Autumn Budget
Despite efforts to restore credibility, the UK’s fiscal framework is struggling to convince markets. With growth slowing…
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How Aviva’s new guaranteed fixed term income plan reflects modern retirement needs
In the following analysis, Claire Reed, Director of Individual Annuities at Aviva, explores how the insurer’s new Guaran…
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YouGov poll ahead of November Budget shows over half of the British public want complete abolition of IHT
A YouGov poll commissioned by law firm Kingsley Napley shows 54% – over half of the British public – now want a complete…
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HMRC’s “big data” tax investigation system brings in extra £4.6bn tax in 2024/5 says Pinsent Masons as tax payers face ‘far greater scrutiny’
HMRC’s big data tax investigation system “Connect” has delivered a £4.6bn boost to the Treasury in the past year, a 35%…
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In a ”late-cycle” macro environment, stay risk-on but build diversification: Aberdeen Q4 House View
Aberdeen, the specialist asset manager, has issued its latest quarterly ‘House View’ on the macro-economy and investment…
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Podcast #143: How advisers can help clients avoid a retirement income shortfall with Gill Millen, Managing Director at Bowmore Financial Planning
This week on IFA Talk, Matt Williams and Jenny Hunter are joined by Gill Millen, Managing Director at Bowmore Financial…
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Analysis reveals record-breaking private markets funds set for 70% growth by 2030
Global value of private assets held in funds has increased 9.6% this year to an all-time high of $14.05 trillion. Ocoria…
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J.P. Morgan Asset Management joins The Big Exchange; fuelling the growing movement towards fair, sustainable and inclusive finance
The Big Exchange, the inclusive financial services platform for people seeking to make money count for positive social and environmental impact as…
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Fund market sees strong first half of the year with total net retail sales of £24 billion
The first half of 2021 has seen total net retail sales of £24 billion, the highest level of half-year sales since 2017,…
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Investec’s MPS continues to beat performance benchmarks
An update from Investec’s MPS Investment Director, Jon Walker, on the performance of all strategies within their managed portfolio on-platform service. Since…
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UK Reaction: Policy and outlook on hold in face of delta
We were not surprised by the Bank’s tone at today’s Monetary Policy Report meeting, notwithstanding some hawkish commentary from certain BoE members…
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James Hay’s acquisition of Nucleus gains regulatory approval, creating £47bn adviser platform group
The acquisition of Nucleus by James Hay has received regulatory approval and the offer has today gone wholly unconditional. Combining the best…
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Stellar Asset Management Moves to New Platform for AIM Services
Image credit to Any IP Ltd Stellar Asset Management, the inheritance tax mitigation and estate planning specialist has announced that it is…
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Stellar Asset Management Moves to New Platform for AIM Services
Stellar Asset Management, the inheritance tax mitigation and estate planning specialist has announced that it is now working with WealthTek as a…
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Annual house price growth eases in July
Annual house price growth eased in July, hitting its lowest level since March amid signs of a “cooling market” as the stamp…
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Technology to do “heavy lifting” for financial advice firms in future | Ten Year Retrospective
Part of our series of retrospective articles celebrating IFA Magazine’s ten year anniversary. Ross Laurie, CEO of the Scottish fintech company Visible Capital,…
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Britons face soaring energy prices after Ofgem lifts cap
Britons face soaring energy prices from October after energy regulator Ofgem said it was lifting the cap on default tariffs by 12-13%…