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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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Over half of advisers build ESG into retirement portfolios only at client’s request
Aegon research with Next Wealth shows over half (52%) of financial advisers consider ESG criteria only at the client’s request when building…
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Buyer ‘frenzy’ pushes UK house prices to fresh high
House prices have hit another fresh high, industry data showed on Monday, despite the stamp duty holiday coming to an end, as…
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Why experience counts
Celebrating IFA Magazine’s ten year anniversary, David Lewis, co-head of strategy in the Jupiter Independent Funds team reflects on some of the…
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Looming housing crisis as a household made homeless every 3½ hours in 2021
Campaign launches today at www.bigissue.com/stop-mass-homelessness demanding urgent government measures to prevent mass homelessness. New analysis published in The Big Issue today has…
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Monday newspaper round-up: House prices, pingdemic, Ocado
Months of “frenzied buyer activity” have driven the average asking price for a home in Britain to a new high, according to…
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Sunday share tips: Hyve Group, HydrogenOne
The Sunday Times’s Sabah Meddings told her readers to ‘buy’ shares of international conference and events organiser Hyve. Writing in the newspaper’s…
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Sunday newspaper roundup: Vectura, Sunak, Cobham
“The head of Marlboro cigarette-maker Philip Morris International (PMI) has hit out at critics of a controversial swoop on a healthcare company,…
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Embark plans over 50 hires in Dundee
Embark Group (Embark), one of the leading UK retirement solutions providers, has announced plans to hire over 50 people in Dundee over…
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Adviser attention turns to fixed income in Q2 2020, according to Square Mile MI Report
The Square Mile quarterly MI Report finds that fixed income has gained considerable ground on equities. The M&G Emerging Markets Bond fund…
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Truth® users gain free prospecting and onboarding tool
From today, Truth® users can customise and white label their own free cashflow onboarding site, giving clients a snapshot of their cashflow…