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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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From company to LLP: What must FS firms think about when becoming an LLP?
Culture LLPs are traditionally viewed as having a more collegiate culture than a company. The members of an LLP often make decisions…
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The rise of ‘Fintech’ | Ten Year Retrospective
Part of our series of articles celebrating IFA Magazine’s ten year anniversary, Anthony Rafferty, CEO of Edinburgh FinTech company ‘Origo’ discusses how…
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Friday newspaper round-up: Deliveries, Amazon, Morrisons
More than 5 million people had a parcel lost or stolen last year, according to Citizens Advice, which has called on the…
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Empty UK shops increase as pandemic hits sector
The proportion of UK shops sitting empty rose in the second quarter after retailers were buffeted by lockdowns and falling sales during…
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UK employees pick emergency funds over protection products for their crisis safety net
In looking to protect financial resilience, UK employees appear to overwhelmingly prefer the building of an emergency fund to arranging other financial…
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Imperial College London and University Of Bath Team Wins Majedie’s Next Generation Investor 2021 Competition
Majedie Asset Management (“Majedie”), the specialist active equity investor, today announced that a team comprising female students from Imperial College London and…
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Market consolidation in the IFA sector
By Louise Mahon, Corporate Finance team Partner at MacRoberts LLP. The pandemic has put things into perspective for all of us. The…
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Now is not the time to abandon the bond market ship in the rising tide of inflation
While the sudden surge in inflation might be cause for alarm for investors, Colin Finlayson, co-manager of the Aegon Strategic Bond Fund,…
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The Big Exchange appoints Bev Shah as Non-Executive Director
The Big Exchange today announces the appointment of Bhavini ‘Bev’ Shah as an Independent Non-Executive Director. The Big Exchange is a social,…
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BlackRock and the Money and Pensions Service expand support for Nest Insight, enabling ‘opt-out’ payroll saving research programme
Michael Royce, Senior Policy and Propositions Manager at the Money and Pensions Service, said: “The Covid-19 pandemic has shone a spotlight on…