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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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As many as one in 10 homes reducing asking price within a month of entering the market
The latest research by property purchasing specialist, House Buyer Bureau, has revealed that as the property market starts to cool, as many as one…
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Pension budget rumours signal Hunt has one eye on the next election – Quilter
Following the Budget rumours about changes to pension taxation, Jon Greer, head of retirement policy at Quilter has commented. He said: “It would…
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Premier League football and return to school boost UK economy – AJ Bell
Danni Hewson, AJ Bell head of financial analysis comments on the latest UK GDP figures. She said: “Which Chancellor wouldn’t want Premier League players…
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CFA UK: Investment professionals call for increased DE&I efforts in the workplace
CFA Society of the UK (CFA UK) has today released the findings of its annual Diversity, Equity & Inclusion Survey, measuring the…
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FCA confirms help for mortgage borrowers struggling with payments
The Financial Conduct Authority (FCA) has confirmed final mortgage guidance, setting out the ways mortgage lenders can help customers worried about or…
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Barclays announces new rates – Reaction
Barclays is increasing the rates on a selection of 2- and 5-year fixed rate products within its Residential Purchase and Remortgage new…
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Popularity of annuities and onshore open architecture bonds grows in annual market review – Defaqto
Defaqto’s newly released annual Investment Bond Service Review for 2023 has revealed that adviser recommendations for onshore open architecture bonds, annuities and other more…
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Podcast #31 International Women’s Day Special: If you can’t see it you can’t be it in financial services
As part of our celebrations for International Women’s Day (IWD), this hugely powerful edition our IFA Talk podcast focuses on why, if…
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Bursting Bubbles – MGIM’s Gabby Byron examines the phenomenon of investment bubbles
Written by Gabby Byron, Momentum Global Investment Management Investment bubbles have occurred throughout history when the prices of certain assets rise to…
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Four platforms end 2022 with a higher AUA than they began the year according to new lang cat data
At the end of 2022 just four platforms of the 21 monitored in the lang cat’s data had a higher AUA than…
