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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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Friday newspaper round-up: Carbon scheme, vaccine passports, GlaxoSmithKline, CMA
Ministers have drawn up radical plans to reduce carbon emissions that would increase gas bills and the cost of running a car…
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LGIM claim European ETF market is set for record year
Howie Li (pictured), Head of ETFs at Legal & General Investment Management (LGIM) discusses the outlook for the European ETF market in…
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Green bond could cost taxpayers £165 million
AJ Bell’s financial analyst, Laith Khalaf, discusses NS&I’s new Green Savings Bond and its potential cost of £165 million to taxpayers each…
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Four reasons to back US equities this Independence Day
With Independence Day coming up this weekend, FunCalibre’s managing director Darius McDermott weighs up the pros and cons of investing in the…
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The Openwork Partnership shows open mind to flexible working
The Openwork Partnership, one of the UK’s largest and longest established financial advice and investment networks, is supporting staff and its growth…
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NS&I reveals July 2021’s Premium Bonds jackpot winners
July 2021’s £1 million Premium Bonds jackpot winners have been selected by NS&I The first Bond number drawn was 441KH440355 and belongs…
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Arie Finance is expanding its banking services across Europe and the UK
After successfully launching in Mauritius a bit more than two years ago, Arie Finance has just announced that, later this year, it…
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Number of advised clients phasing into retirement halves during pandemic
New research from Aegon shows the number of people phasing into retirement shrank from 74% in 2019 to 37% in 2020. The…
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The IA reports stable inflows across sectors in May
Data published today by the Investment Association (IA) reveals that UK savers remain positive in the broader market, making stable allocations across…
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EQ Investors reduces sustainable DFM service charges for advisers
EQ Investors (EQ), the B Corp wealth manager, announces that it is reducing its annual discretionary fund management (DFM) charges with immediate…