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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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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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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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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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IFA Magazine launches EIS Survey in partnership with Deepbridge Capital
IFA Magazine, in partnership with the Deepbridge Technology Growth EIS, has today launched a survey for financial advisers focused on the Enterprise…
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Foster Denovo pilots new initiative to further embed sustainability across its business
Each ‘Way’ is presented in different and engaging formats, ranging from videos to games, quizzes to magazine articles, themed days to influencer…
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The increasing importance of cash in financial planning | Ten Year Retrospective from NS&I’s Andrew Pike
Part of our series of articles celebrating IFA Magazine’s ten year anniversary, NS&I’s Head of Intermediary Relationships, Andrew Pike, discusses what he believes…
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Later life and estate planning in an inflationary environment
The ‘Real’ value of money Many clients looking to maximise their legacies whilst maintaining access and control consider BR-qualifying investments, of which…
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English Test Cricket Captain Joe Root goes in to bat for Brewin Dolphin
Wealth manager, Brewin Dolphin is getting in on the summer of sport action with a sponsorship signing of England Test cricket captain,…
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Tuesday newspaper round-up: Driver shortage, unemployment, commercial rents
Gaps on supermarket shelves are likely to continue for several months unless the government does more to tackle the labour crisis hitting…
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FCA Consumer Duty must be accompanied with clarity for firms and understanding of their business models
PIMFA, the trade association for wealth management, investment services and the investment and financial advice industry, welcomes the introduction of a new…
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Use of Deed of Variation: A Case Study by Zedra
ZEDRA, a global provider of Corporate Services & Global Expansion, Active Wealth and Fund Solutions, has compiled a case study exploring Deeds…
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Fidelity International accelerates net zero goal by a decade to 2030
Fidelity International (Fidelity) is accelerating its commitment to reduce company-wide operational carbon emissions to net zero to 2030, 10 years ahead of…
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Investment company purchases on adviser platform reach record high in first quarter of 2021
Purchases of investment companies on adviser platforms reached £368m in the first quarter of 2021, setting a new quarterly record, according to…