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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 International expands voting guidelines with new diversity and climate change policies globally
Fidelity introduces new policies on climate change and gender diversity Fidelity will hold investee companies to account for failing to address climate…
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Aegon UK formally accredited as a Living Wage employer
Aegon UK has received official accreditation for its adoption of the real Living Wage. This accreditation will be used to encourage suppliers…
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Sunday share tips: Frontier Developments, Medica Group
The Financial Mail on Sunday’s Midas column touted the “compelling” long-term prospects for video game developer Frontier Developments. In particular, the tipster…
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Sunday newspaper round-up: New infections, Morrisons, Pfizer
The number of people infected with coronavirus has dropped for a fourth day, raising hopes that the pandemic may be levelling off.…
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Investing in exciting smaller companies through an EIS
Written by Octopus Investments. We’ve seen significant demand for our ventures investments this year, and understandably so. Smaller companies will be one…
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Equilibrium’s McKendrick on the past, present and future of financial advice | Ten Year Retrospective
Part of our series of articles celebrating IFA Magazine’s ten year anniversary, David McKendrick, partner and Chartered Financial Planner at independent wealth…
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Euro zone July business activity soars but Delta worries hit confidence
Euro zone business activity in July expanded at its fastest monthly pace in more than 20 years as services were boosted by…
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Almost half (46%) of advisers say clients have an appetite for ESG investing, but need a kickstart
Financial advisers say clients are actively interested in sustainable investing, but need help to kickstart their investment plans One in two (51%)…
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UK business activity growth slows in July
Business activity growth in the UK slowed in July, with private sector growth hitting a four-month low as shortages of staff and…
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Friday newspaper round-up: Self-isolation, Blackstone, Starling
Workers from 16 key sectors including health, transport and energy will not have to isolate after being pinged by the NHS Covid…