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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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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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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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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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Celebrity splits shine light on need for financial advice during divorce
The separation of an Oscar-winning actress and Grammy-winning musician sparks questions for divorce and finances. While…
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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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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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Finding integrity and knowledge in MPS – join Blankstone Sington at the upcoming webinar
Register now and join us for an in-depth discussion of the advantages for IFAs and their clients of using a Managed Portfolio…
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Supermarket sales ease as shoppers get back to normal
Supermarket sales eased over the last three months, industry data showed on Tuesday, as shoppers made more regular trips but spent less.…
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FCA consults on further climate-related disclosure rules
The FCA has published new proposals on climate-related disclosure rules for listed companies and certain regulated firms. The proposals follow the introduction of…
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Strong performance of Investec / Lowes structured product maturities
Ian Lowes, MD of Lowes Financial Management Investec may have pulled out of the retail structured product market but many of its…
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UK government borrowing lower than expected
UK government borrowing was lower than expected in May as the reopening of the economy supported government receipts and the state spent…
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Tuesday newspaper round-up: Working from home, BT Sport, Morrisons
The industries most affected by the UK’s delayed reopening will need to find almost £50m to cover wages once the government’s furlough…
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Three client types that could benefit from a VCT
Business owners and landlords Business owning clients are often facing higher income tax bills than in previous years when they extract profits…
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Investor and IFA confidence soars compared to start of the pandemic
Opinium reveals encouraging new research showing increased investor and IFA confidence compared to April 2020. The data also indicates that ESG investing…
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Covid uncertainty prompts younger investors to engage with their finances
With this in mind, Emma-Lou shares her key money management tips: Tackle your debt if you can Borrowing money is not always…
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Revolut 2020 financial statements reveal valuation 17 times net revenue
@peter_IFAMAG reads Twitter so you don’t have to. Revolut’s 2020 financial statements reveal a crypto frenzy, £207m in losses but rapid growth…