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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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@PIMFA_ voices disappointment at fee approach for Appointed Representatives
PIMFA, the trade association for the wealth management, investment services and financial advice industry, has voiced its disappointment at recent proposals put…
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Hundreds of thousands of taxpayers to be affected as landmark case challenges high income child benefit charge
The outcome of this case will affect hundreds of thousands of taxpayers subject to the controversial High Income Child Benefit Charge…
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Cummings says government failed public over Covid-19
The UK government failed the public disastrously in its response to the Covid-19 pandemic, Boris Johnson’s former adviser Dominic Cummings told MPs.…
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Investment Fraud Uncovered – law firm @Stevens_Bolton LLP on what advisers need to know
By Sarah Murray (pictured), Partner, and Katie Philipson, Senior Associate at law firm Stevens & Bolton LLP There has been increasing coverage…
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Frozen IHT thresholds will impact twice as many clients as the pensions Lifetime Allowance, say IFAs
One in three (31%) clients are likely to be affected by the frozen inheritance tax (IHT) thresholds, according to a survey of…
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Groundbreaking new information hub dedicated to adviser software as Ian McKenna expands FTRC proposition
FTRC website, advisersoftware.com has launched its dedicated information hub to provide advisers with free access to in-depth levels of information on…
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Wednesday newspaper round-up: House prices, Bitcoin, retailers
The total value of homes sold in the UK is expected to reach £461bn this year, a jump of 46% on 2020,…
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End of Brexit transition period hits total UK trade
The UK’s trade in goods with the European Union fell sharply over the last three years, especially at the end of 2020…
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Bank of England notified National Crime Agency about Sanjeev Gupta in 2019
@peter_IFAMAG reads Twitter so you don’t have to. Governor of the Bank of England, Andrew Bailey reveals the Bank’s Prudential Regulatory Authority…
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UK retail sales ‘broadly average’ in May – CBI
UK retail sales returned to more normal levels in May following a big jump in April after non-essential retailers were allowed to…