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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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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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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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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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Fidelity Personal Investors balance safety and growth as cash and gold funds dominate in September
Investor behaviour on Fidelity International’s (“Fidelity”) Personal Investing platform in September highlighted a two-p…
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One in five UK adults not financially resilient
New research from MetLife UK reveals one in five Brits are not financially resilient and nearly one in three have seen their…
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China celebrates, but what next for its stock market?
China will be celebrating 100 years of the Communist Party of China (CCP) next week. But do Chinese investors have anything to…
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MPS Webinar – How can a tailored approach to MPS benefit advisers and their clients?
We are delighted to invite you to attend our upcoming webinar in the MPS space. Join our expert panel of speakers next Thursday 1st…
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Hope Macy reveal financial mismanagement service for carers
Hope Macy, the authorised UK Fintech business, has launched Family Connect which increases oversight for carers and supporters of those at risk…
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Natixis survey finds investor long term return expectations nearly three times that of professionals
Europe: Investors define the “average” COVID experience Individuals in Europe fared better during the pandemic than other regions with six in ten…
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UK economic recovery continues but inflationary pressures build – PMI
The UK’s economic recovery continued in June, research published on Wednesday showed, prompting a record hike in employment, but inflationary pressures gathered…
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Asset Intelligence Portfolio Management seeks to tackle multi-asset flaws with new dual-fund solution
Asset Intelligence Portfolio Management (AIPM), the Midlands-based discretionary fund manager, has today announced the launch of its unique, research-led dual-fund investment solution…
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Wednesday newspaper round-up: Morrisons, Channel 4, Nordgold
Labour has urged the government to step in to ensure a potential private equity takeover of supermarket chain Morrisons does not affect…
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Credit Suisse’s Global Wealth Report shows continued wealth growth
Wealth distribution 2020 Wealth differences between adults widened in 2020. The global number of millionaires expanded by 5.2 million to reach 56.1…
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Congratulations Mackenzie FP, Smart Financial and Mercury WM – @CISI’s latest Accredited Firms
Smart Financial based in Cheshire, Mackenzie Financial Planning in Bury, Lancashire and Mercury Wealth Management in Stockton-on-Tees, County Durham have joined an…