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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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Gap between dream retirement age vs. expectation widens to 5 years: hopes of retiring at 62 fade as expectation shifts to 67
The Retirement Expectation Gap – the gap between when Brits want to retire and when they actually think they will be abl…
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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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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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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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Most expensive house sales by area revealed
Last week it was reported that a Regent’s Park mansion is set to be the most expensive house ever sold in London, with…
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How new cycle schemes should prioritise safety for female cyclists
Amidst a period of soaring travel fares – with TfL rates rising by 5.9% across tube and rail services – and newly announced strike action set to take place on…
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SimplyBiz research finds advisers optimistic about 2023
SimplyBiz has published the findings of its biannual adviser survey, conducted to understand the shifting landscape of challenges and opportunities facing advisers,…
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Millions risk being locked out of their spouse’s finances without power of attorney
With March marking Free Wills Month, Scottish Widows is urging families to think beyond wills when it comes to long-term financial planning, with…
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Employers over-estimate the health and wellbeing benefits employees gain from hybrid working
Employers and employees have a differing opinion about the health and wellbeing impact of ‘hybrid’ working, according to new research1 from GRiD, the industry body…
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Budget’s plan for annual health test is a belated first step towards a preventative healthcare policy, says expert
The Chancellor is expected to announce plans to give all employees annual health appraisals in next week’s budget. He’s also believed to…
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Never mind the Budget: Evelyn Partners’ Tax Partner suggests 7 ways to pay less tax
Whatever in announced in the Chancellor’s Budget on 15 March, it’s highly unlikely that any of the major personal tax measures announced…
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Top 10 UK areas most interested in working from home, amid upcoming train strikes
Coordinated industrial actions, namely train strikes, have been rife in the UK as living costs remain high and workers demand fairer pay.…
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Six in ten financial institutions at risk of data breach due to poor data management
Six in ten (57%) senior executives in the UK financial services sector say their organisation is at risk of a data breach…
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Young UK entrepreneurs keen to cash in
Young UK entrepreneurs are far more keen to sell their business than their older peers, according to a new survey by Brown…