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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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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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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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@SquareMileICR analysts announce drop in ratings following Causer and Read retirement news
In view of the news today from Invesco that Paul Causer (pictured) and Paul Read will retire as Co-Heads of the Henley…
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Aberdeen Standard Investments creates gender equality index to evaluate inequalities faced by women
Aberdeen Standard Investments Research Institute (ASIRI) has created a Gender Equality Index that ranks and scores 29 developed countries across a wide…
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Survey: Essentially no IFA would recommend cryptocurrencies or meme stocks
A survey taken by Opinium finds effectively no IFA will recommend cryptocurrency or meme stocks to their clients. 93% of IFAs wouldn’t…
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House prices ease for first time in nearly a year – ONS
House prices eased in April, official data showed on Wednesday, ending eleven consecutive months of rises. According to the Office for National…
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Resonance ‘Everyone In’ Fund Raises £16.5m to Help Tackle Rough Sleeping in London
Resonance, a leader in homelessness property funds in the UK announces the second close of the Resonance Everyone In fund has taken…
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“A phenomenal job” @Investcentre Ryan Hughes comments on Causer and Read’s retirement
Ryan Hughes, head of active portfolios at AJ Bell comments on today’s news that Invesco’s long serving fixed income managers Paul Causer…
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IHT advice boom as advisers forecast strong growth says @OPWpartnership
New research* from The Openwork Partnership shows advisers are expecting a boom in demand for advice on inheritance tax planning. Nearly…
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Inflation busts Bank of England target, thanks to lockdown lows last year
The Consumer Price Index measure of inflation was 2.1% in May (up from 1.5% in April). It’s now above the Bank of…
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End of an era: fixed income team Causer and Read to retire says @InvescoInsights
Invesco has today announced that after 26 years of working together, Paul Causer and Paul Read will retire from their roles as…
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UK inflation rises to 2.1% in May, pushes past BoE target
UK inflation has jumped past the Bank of England’s target for the first time in nearly two years, according to figures released…
