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Trending Articles
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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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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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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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UK economic growth slows more than expected in May
UK economic growth slowed more than expected in May, according to figures released on Friday by the Office for National Statistics. Economic…
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Friday newspaper round-up: Crossrail, Ineos, HSBC
Airlines on Thursday reported a surge in flight bookings from the UK after the government announced that fully vaccinated passengers and their…
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Why you should tap into the power of podcasting
As podcasts continue to grow in popularity, Faith Liversedge recommends that advice businesses give it a go! With listeners being able to…
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Are law enforcement systems and regulators effective at combatting financial crime?
Barry Faudemer, (pictured) Chief Executive of Baker Regulatory Services, sets out in this article why he believes that now is the…
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Visits to UK shops flatline in June – BRC
Visits to UK shops flatlined in June as restrictions remained largely unchanged from the month before, an industry survey showed. Retail footfall…
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EBI’s ESG webinar series continues with GSI’s Garrett Quigley
EBI’s ‘Summer of Sustainability’ ESG webinar series got off to a flying start with the Chairman of Arabesque, Georg Kell attracting IFAs…
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FCA and PRA proposals for more intensive monitoring and public reporting of diversity are ground breaking
Natasha Adom, Senior lawyer, at GQ|Littler, the specialist employment firm, says that yessterday’s proposals from the FCA, PRA and Bank of England…
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What are the opportunities for ESG in Fixed Income? CAMRADATA explores the opportunities & challenges ahead
Bond funds, with an ESG twist are on the rise. Several funds launched over the past year have focused on fixed income,…
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CII announces membership consultation and engagement initiative
Following its most recent meeting, the Board of the Chartered Insurance Institute (CII) has announced today that it will be conducting a…
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Tax-enhanced products: understanding and managing the risks
Webinar discussion Richard Angus looked at choosing a fund for Business Relief and the IHT planning market. For AIM portfolios, there are…