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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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10 years of Vanguard LifeStrategy – detailed performance analysis from AJ Bell’s Laith Khalaf
The Vanguard LifeStrategy funds celebrate ten years in the UK market Over the last decade the range has wiped the floor…
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Sunak waves bolt cutters around the triple lock
Sarah Coles, personal finance analyst, Hargreaves Lansdown gives her view on the Chancellor’s latest comments: “Rishi Sunak set the cat among the…
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The Legal Lens: disputes over the proper administration of trusts and estates
Disputes over trusts and estates have certainly become more prevalent in a time where we live with an ageing and increasingly…
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Thursday newspaper round-up: Staff shortages, retailers, Morrisons
Britain’s employers are struggling with the worst staff shortages since the late 1990s, amid the rush to reopen from lockdown and a…
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UK property prices benefit as new listings falter – RICS
The number of new properties coming to market continued to fall in June, industry research showed on Thursday, as demand outstripped faltering…
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UK retail footfall continues recovering in June, Springboard says
Footfall across UK retail destinations improved markedly at the start of June before easing back after government announced that ‘freedom day’ would…
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ESG alt-data collection: here’s what the financial services sector should know
By Omri Orgad, Regional Managing Director at Bright Data (formerly Luminati Networks) The number of private equity fund managers, asset managers and…
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How an equities bias tempers inflation in the long term
‘Riskier’ assets Inflation normally occurs for two reasons. One is scarcity: in times of economic booms, companies can struggle to find workers…
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Financial advisers see growing client demand for ESG bonds finds Aviva Investors’ research
Sustainability-linked bonds most likely to be used to meet this growing demand Majority of advisers believe the conventional ‘brown’ bond market will…
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Pension savers urged to ‘flip the context’ on fraud as scammers steal over £2 million in 2021
New FCA research reveals over £2 million has been reportedly lost to pension scammers since the start of 2021 Furthermore, the average…