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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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Fidelity finds two-thirds of younger adults are counting on inheriting wealth
“For those who receive an inheritance, it could well be one of the largest single sums of wealth they ever receive. Financial…
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Vala launches new sustainable EIS fund with first investments
Vala Capital has invested in three fast-growth start-ups with game-changing sustainable strategies after successfully completing its first funding round for its new…
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George Lagarias: Trying to forecast will put you behind the curve
George Lagarias, chief economist at Mazars, on what investors need to watch this week. “Covid-19 has not only disrupted supply chains. It…
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“Outstanding opportunities” on offer as the UK economy reopens, says AXA IM’s Dan Harlow
The UK is offering long-term investors “outstanding opportunities” to invest in smaller companies as the country lifts restrictions and continues its sharp…
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Tilney Smith & Williamson continues Surrey expansion with Rayhan Ghandi appointment
Tilney Smith & Williamson, the leading wealth management and professional services group which looks after £52 billion for its clients, has appointed…
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CISI’s Sally Plant: a more diverse community of planners is “essential” | Ten Year Retrospective
Part of our series of articles celebrating IFA Magazine’s ten year anniversary, Sally Plant, Head of Financial Planning at Chartered Institute for…
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Monday newspaper round-up: Pensions, remote roles, business optimism
Employers are offering signing-on fees of up to £10,000 to tempt “gold dust” applicants as more than 1.1m jobs in the UK…
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Sunday newspaper round-up: Morrisons, Amazon, Easyjet
Private equity giant Clayton, Dubilier & Rice (CD&R) is poised to kick off a bidding war for Morrisons amid mounting opposition to…
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Increased comms pressure on conveyancers during stamp duty deadline revealed
The number of exchanges between clients and conveyancing solicitors spiked last month as the rush to meet the stamp duty holiday increased…
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Baillie Gifford publishes 2021 Value Assessment Report
Baillie Gifford, the global investment management partnership, has completed its second annual value assessment review of its UK fund range in line with…