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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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MPS in the spotlight
It’s time to revisit the Managed Portfolio Services Research space for the IFA Magazine Annual Report 2021. Compliance Consultant Tony Catt takes…
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The changing world of investment | Ten Year Retrospective
The Forward Look So what do our experts see as the biggest changes in the years ahead? For Ninety One’s Nigel Smith,…
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UK public sector borrowing falls in June
UK public sector net borrowing fell in June as the economy opened up again, according to figures released on Wednesday by the…
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Wednesday newspaper round-up: UK public services, theatres, Apple
Rishi Sunak is poised to usher in cuts to public services of up to £17bn compared with the government’s pre-pandemic plans unless…
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STEP responds to reports of government social care funding plans
Following reports that the government is to bring forward a plan for the long-term funding of social care, Emily Deane, Technical Counsel…
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UK’s ‘SFDR equivalent’ is incoming as industry racks up ESG failures
Neill Blanks, research director at MainStreet Partners, specialists in ESG advisory and portfolio analytics since 2008, reacts to the FCA’s letter on…
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Ombudsman accuses DWP of ‘maladministration’ over women’s state pension increases
The Parliamentary and Health Ombudsman has published findings of its review into the communication of women’s state pension increases Investigation probed complaints…
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Fidelity International research finds link between ESG and dividend growth
Matthew Jennings, investment director, discusses Fidelity International’s latest research which finds a strong relationship between dividend growth and ESG quality. Equity income…
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Ministers face dilemma on funding reform of UK social care system
Ministers risk being accused of making an “intergenerational raid” on taxpayers to fund the soaring cost of social care in the UK,…
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A quarter of young people not going to university cite COVID as a factor
89% of students say COVID made university worse value for money Only 18% of graduates believe they will be able to repay…