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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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GRiD comments on government response to ‘Health is Everyone’s Business’ consultation: employers recognised as playing important role
The Government published its response to the Health is Everyone’s Business consultation yesterday evening. It recognises the important role that employers play,…
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Pandemic leaves its mark as 55% of women finance workers have suffered stress in the last year
The CISI’s latest annual member survey has shown that 55% of its women members surveyed have suffered from stress, anxiety or depression…
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Three Japan funds to fire the starting pistol on the Olympics
In the lead-up to the Tokyo Olympics James Burns, co-manager of Smith & Williamson Investment Management MPS discusses three funds increasing his…
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Litigation funding enters the divorce arena as HNW spouses borrow to secure fair settlements
Litigation funding is increasingly being used to finance the costs of high net worth divorces, says Boodle Hatfield, the leading private wealth…
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ESG assets rising to $50 trillion will reshape $140.5 trillion of global AUM by 2025
Bloomberg Intelligence expects ESG ETFs to reach $1 trillion and ESG Debt $11 trillion by 2025. Environmental, Social and Governance (ESG) assets…
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Close Brothers Asset Management acquires IFA business
Close Brothers Asset Management (CBAM) today announces the acquisition of IFA, PMN Financial Management LLP. PMN was founded in 1992 and currently…
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Calculus and Foresight successfully exit Mologic by sale to new Soros-backed philanthropic entity, Global Access Health
Calculus Capital and Foresight Group LLP successfully exit Mologic, a world leading innovator in lateral flow and rapid diagnostic technologies. Mologic was…
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How to tackle the lack of diversity in the world of financial services
In this article for IFA Magazine, Tiba Raja, Executive Director, Market Financial Solutions explains why she believes that it should not take…
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IHT receipts for April to June 2021 increase 33% year-on-year
Ami Jack, Head of National Tax at Smith & Williamson shares her thoughts following the publication of the latest HMRC tax receipts…
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The Openwork Partnership focuses on inheritance support
The Openwork Partnership, one of the UK’s largest and longest established financial advice and investment networks, is supporting advisers to help clients…