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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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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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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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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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Chris Harris-Deans awarded honorary fellowship of the CISI
Chris Harris-Deans, Director of Investment Management Services – Branches, has been awarded an honorary fellowship of the CISI, the most prestigious nomination…
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Revealing the Nation’s Savings Searches… and How to Access Each Type
Written by Annie Charalambous from ETX Capital. Britain is pinching its pennies. According to the FT, UK household savings have increased nearly 2…
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FCA to ban cold calling as it confirms funeral plans overhaul
The Financial Conduct Authority has confirmed how it intends to regulate the sale of funeral plans, including a ban on cold calling,…
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For what it’s worth? Momentum’s Richard Parfect’s blog for IFA Magazine highlights dilemmas in valuing companies
In this blog for IFA Magazine, Richard Parfect, Portfolio Manager, Momentum Global Investment Management takes a pragmatic approach to the old problem…
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New car registrations grow in June despite ongoing supply issues
New car registrations grew 28.0% year-on-year in June to 186,128, according to the Society of Motor Manufacturers and Traders, even as the…
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M&G appoints Fabiana Fedeli to lead £57 billion Equities division
M&G plc today has announced that Fabiana Fedeli has been appointed to the newly created role of Chief Investment Officer, Equities. Fabiana…
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The AIC reveals record results in its investment company H1 2021 review
FUNDRAISING HITS RECORD AND ASSETS REACH ALL-TIME HIGH – 17 investment companies change fees to benefit shareholders A total of £6.3bn…
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UK services sector booms as cost pressure mounts
The recovery in the UK services sector continued at pace in June, a closely-watched survey showed on Monday, but cost pressures mounted…
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The Crystal Ball is Blurry: Mazars Chief Economist, George Lagarias, on three things for investors to watch this week
In the latest of his popular weekly blogs, Lagarias comments on what we might expect this week: The pandemic, eighteen months…
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Congratulations to STEP as it celebrates 30 years of advising families across generations
STEP, the professional association for practitioners who advise families across generations, today celebrates 30 years of being at the forefront of change…