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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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PIMFA calls for FCA to strengthen the financial promotions rules
PIMFA, the trade association for wealth management, investment services and the investment and financial advice industry, has urged the Financial Conduct Authority…
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Tribe Impact Capital sets industry standard for tackling climate change
Tribe Impact Capital (Tribe), the first UK wealth manager to announce a net zero target by 2025, has revealed its carbon and…
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Employers urged to ramp up support for cancer ahead of predicted ‘tsunami’ in cases, as referrals drop 55%
Employers are being urged to review and ramp up their support for cancer ahead of a predicted surge in cases amongst staff…
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Barclays prohibits credit or debit card payments on Binance
Barclays clients and Binance spokespeople have expressed their dissatisfaction through comments on social networks, the former, and statements to specialized media, the…
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FCA finds fund managers falling short on assessing the value of their funds
An statement released from the FCA this morning has revealed that in its review of 18 fund managers between July 2020 and May 2021, covering…
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UK construction surges as economy reopens – PMI
New orders fuelled the fastest rise in UK construction activity for 24 years but the sector faces rising costs, a survey showed.…
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TISA supports new charity founded to target primary school financial education
Today, The Investing and Saving Alliance (“TISA”) has announced the launch of a new charity, the Centre for Financial Capability, as…
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Ninety One becomes latest signatory of the Net Zero Asset Managers initiative
Ninety One has today been announced as one of the latest signatories of the Net Zero Asset Managers initiative and in…
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Tuesday newspaper round-up: BoE, Morrisons, high streets, Spire Healthcare
The Bank of England will only require staff to work in the office one day a week from September, in contrast to…
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Aegon Financial Wellbeing Index confirms positive relationship between financial advice and wellbeing but highlights client money mindset as an opportunity for advisers
5 things to consider to improve client financial wellbeing and future proof your business 1. Find out what makes your clients truly happy?…