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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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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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Autumn Budget: UK Banks in the crosshairs
UK banks could face higher taxes as the Chancellor looks to raise revenue, with a surcharge hike or tweaks to Bank of En…
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Fidelity’s Market Week: Tom Stevenson, Fidelity International, comments on gold – and other market forces this week
Gold surges and global markets roar ahead as investors chase safe havens and growth opportunities. Tom Stevenson, Invest…
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AIG and Amaiz sponsor Guinness World Record attempt in aid of Motor Neurone Disease
Insurance company AIG and banking services app Amaiz back Guinness World Record attempt to raise money for Motor Neurone Disease. A team…
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Business Property Relief and estate planning opportunities
Jessica Franks, Head of Tax at Octopus Investments, explains how one estate planning option can help your clients plan their estate. …
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Understanding the barriers to offering Seed EIS
The EIS Association has recognised that Seed EIS is generally under-used in the adviser market. We are delighted that they want to…
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New sustainable multi asset fund range launched by Fidelity International
Fidelity International (Fidelity) has today announced the launch of its Sustainable Multi Asset Fund range, further expanding its cross-asset Sustainable Family of…
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Thursday newspaper round-up: Airports, G7 tax plan, electric cars
The UK aviation sector has warned that airports are likely to lose at least £2.6bn this summer as the “chaotic” Covid traffic…
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Green Angel Syndicate add new CFO to Board
Green Angel Syndicate promote Christine Chisholm to position of Chief Financial Officer. Green Angel Syndicate is one of the largest active angel…
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Holgate and Hafeji new co-heads at Investec Wealth’s advisory business
Investec Wealth & Investment (IW&I) is pleased to announce the appointment of Michelle Holgate and Sarfraz Hafeji (Saf) as Co-Heads of…
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‘Hybrid’ advice – digital solutions to support advisers in post-pandemic financial services sector
Advice technology specialist Ignition has proposed that digital capabilities can enhance the advice business model in market study ‘reimagining financial advice’. The…
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Digital transformation momentum to continue, say majority of UK businesses
A new survey of 750 UK business leaders has revealed how the pandemic has affected long-term digital transformation plans. It found: 56%…
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New ESG-focused EnVIRO fund range launched by @Vitalityadviser
Vitality has announced the launch of its new EnVIRO fund range, a ready-made investment solution that integrates environmental, social and governance considerations…