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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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Top tips on valuing your IFA business today
I think it’s an important point to make that each of these points could be turned into a positive OR negative from…
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Tuesday newspaper round-up: Tesla, house prices, Hinkley Point, Ultra
Tesla made a profit of more than $1bn in the last three months even as it struggled to keep up with demand…
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BoE’s Vlieghe pushes back on calls for slowing monetary stimulus
A top Bank of England official pushed back on calls for the monetary authority to dial back on stimulus, arguing that inflationary…
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Retail footfall surge on ‘Freedom Day’ simmers down during heatwave
So-called ‘Freedom Day’ in England saw a rise in retail footfall across the UK last week, fresh data revealed on Monday, with…
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Monday newspaper round-up: British economy, Post Office, Selfridges
The British economy is growing at its fastest pace in 80 years and could recover its pre-pandemic size by the end of…
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M&G launches range of funds to tackle ESG challenges
M&G plc today announces the launch of PruFund Planet, a people and planet-focused version of its market-leading smoothed investment solution for UK…
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Markets: Bounce with caution
George Lagarias, chief economist at Mazars (pictured) on three things for investors to note from last week. Despite the bounce, the Delta…
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Square Mile CIO Mark Harries shares Market Review as at the end of Q2 2021
Against a backdrop of economic optimism and ebullient stock markets, it is no surprise that corporate bonds again provided better returns than…
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Ninety One’s Nigel Smith reflects on a decade of investment industry innovation and forecasts a greener future | Ten Year Retrospective
Part of our series of retrospective blogs celebrating IFA Magazine’s ten year anniversary, Nigel Smith, Managing Director of the UK client group, Ninety…
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BMO Global Asset Management publishes Impact report for Responsible Global Equity and Responsible Global Emerging Market Equity Strategies
Other highlights include: Opposed management on around 20% of resolutions – including opposing almost 50% of remuneration votes, due to concerns including…