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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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Plastic Free July – the difference we can make as investors
Ahead of Plastic Free July, Louie French, Manager of the Tilney Sustainable MPS, discusses how investors can play their part in supporting…
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FCA review finds weaknesses in some ‘host’ Authorised Fund Management firms’ governance and operations
The Financial Conduct Authority (FCA) has called for so-called ‘host’ Authorised Managers (AFMs) to improve their standards following a review of firms…
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Was the Stamp Duty holiday unnecessary?
@peter_IFAMAG reads Twitter so you don’t have to. The Stamp duty holiday ends today, Henry Pryor points out, since introduced last July,…
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Glenhawk receives carbon neutral certification from Carbon Trust
Glenhawk becomes UK’s first bridging lender to achieve internationally recognised carbon neutral certification from the Carbon Trust Glenhawk, the fast-growing UK challenger…
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The irresistible rise of Green Bonds, with Cara Milton-Edwards from iShares
The ESG sector has grown rapidly over the last few years, and along with that so has investor interest. But something that…
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Japanese stocks offer compelling way to tap into big global themes at attractive prices, Aberdeen Japan IT Manager claims
Overcoming past economic woes, Japanese stocks can offer a compelling way to tap into big global themes at attractive prices, says Chern-Yeh…
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The secret to BMO’s success, with Keith Balmer
In this fascinating conversation Keith Balmer, of BMO Global Asset Management, discusses the BMO GAM Universal MAP range, which has just surpassed…
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Alliance launches first joint qualification to help profession pass “Carney Test”
The Chartered Body Alliance today launched their first joint qualification, the Certificate in Climate Risk , to help financial services professionals pass…
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42% of UK women unaware of how much is in their pension pot, research reveals
Maike Currie continues: “Our research shows that many of the barriers women face when it comes to retirement planning, as well…
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How can I speak to more clients, when I can’t work any harder?
Moneypenny’s Louise Wilson discusses how IFAs can grow their client base while also protecting their mental health and wellbeing. There aren’t…