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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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How investors can benefit from central bank statements
Rhetoric is key It stands to reason, therefore, that investors might be tempted to glance over a line-by-line summary with some brief…
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The progression of the paraplanner profession
Over the last ten years, the paraplanning profession has firmly established itself as a vital component in the advice process. Caroline Stuart…
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AJ Bell’s Tom Selby comments on potential state pension increase of £746.20
The flat-rate state pension could increase by £746.20 to £10,085.40 next year (£193.95 per week) if average earnings increase by 8% Today…
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The Openwork Partnership comments on FCA plans for FSCS levy
The Openwork Partnership’s Chief Commercial Officer Mike Morrow shares his thoughts on the Financial Conduct Authority’s (FCA) announcement that the Financial Services…
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Equity release market expands by a third to £1.94 billion
Older homeowners received a £1.94 billion property wealth boost in the first half of the year as the equity release market continued…
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Friday newspaper round-up: Alfresco dining, Shell, Glaxo, Vectura
Independent high street businesses could face a “tsunami of closures” after their debt climbed to almost five times the level it was…
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FCA publishes Annual Report and Accounts 2020/21
The FCA has published their Annual Report and Accounts, which looks back on their key pieces of work throughout 2020/21. Highlights from…
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Ascot Lloyd adopts iPipeline’s AlphaTrust e-Sign software
Ascot Lloyd, one of the UK’s largest independently owned IFA firms, has partnered with iPipeline to utilise its AlphaTrust e-sign and process…
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Are open-ended property funds facing an extinction event? – Analysis from AJ Bell’s Laith Khalaf
An online survey of DIY investors with AJ Bell Youinvest suggests most would sell their open-ended property funds if the FCA brings…
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Ten years on: Michelle Hoskin reflects on the essential skill of listening
Power and responsibility So how has the world of financial planning changed in the past 10 years? In some ways not very…