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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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Precise Mortgages supports brokers with relaunch of popular refurbishment buy to let product range
Precise Mortgages, part of the leading specialist lender OSB Group, has today relaunched its energy efficiency refurbishment buy to let product range.…
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Millions will be hit by acceleration of State Pension Age, Just Group
An expected acceleration of the State Pension Age (SPA) increase to 68 by 2037-39 will affect around 5.8 million people, according to…
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Reaction – NHS pension scheme reform measures
Following the government’s confirmation of plans to take forward its changes to the NHS pension scheme, Alec Collie, head of medical at the…
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AJ Bell: Ten things to look out for in next week’s Budget
With the Spring Budget only a week away, AJ Bell’s experts highlight the things to look out for in Chancellor Jeremy Hunt’s…
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“2023 will be a tough year for platforms”: Fundscape releases latest platform analysis and suggests the good times will return – just not yet
2022 was a tough year for platforms and the final quarter of the year was no exception. Investor sentiment has been battered…
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How Flagstone benefits advisers – and their clients
In a three-part series with IFA Magazine, Flagstone‘s Head of Relationships and Business Development, Claire Jones, explores how using Flagstone can help advisers…
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Smartr365’s Thora Kehoe shares some of her experiences this International Women’s Day
As we celebrate International Women’s Day, we’re asking many of the women working in financial services for their reflections and experiences about…
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Walking the Walk – how ParkWalk Advisors are supporting greater gender diversity in the workplace
As part of IFA Magazine’s International Women’s Day celebrations, ParkWalk’s Susie Harris and Cassie Doherty tell us about just some of the…
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Praetura Commercial Finance’s Lisa Wood comments on International Women’s Day
Written by Lisa Wood, managing director and co-founder of Praetura Commercial Finance I’ve played a leading role at Praetura Commercial Finance since…
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iStock reveals older women are almost non-existent in visuals used by UK brands and businesses
This International Women’s Day, iStock, a leading e-commerce platform providing premium visual content to SMBs, SMEs, creatives and students everywhere, has revealed that…