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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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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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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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Female leadership in finance: Apex Group’s Perchard asks what can we learn from family offices and why there’s ‘still work to be done’?
As part of IFA Magazine’s celebration of today’s International Women’s Day campaign, Apex Group’s Lucia Perchard outlines not just why it’s important…
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Women in finance: Melissa Henderson, Paraplanner at BRI Wealth Management, reflects on balancing work whilst having a young family
This year’s International Women’s Day, Melissa says that the theme reminds her of her own positive experience as a woman working as…
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Women in finance: Axyon AI’s Francesca Campanelli reflects on her long career in celebration of International Women’s Day
As we celebrate International Women’s Day today, Francesca Campanelli, Chief Commercial Officer at Axyon AI reflects on her career and tells us…
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International Women’s Day: Quilter’s Rachael Griffin has three steps the government must take to boost women’s finances
This International Women’s Day, it is important to celebrate the great strides that have been made towards improving the financial wellbeing of…
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Why an inclusive D&I strategy really matters: Personal reflections from FSCS Chief Comms Office, Lila Pleban, this International Women’s Day
Written by Lila Pleban, Chief Communications Officer, FSCS In celebration of International Women’s Day today, Lila Pleban, Chief Communications Officer, Financial Services…
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Quilter Investors lowers fixed ongoing charge for Cirilium portfolio range
Quilter Investors has today announced it is lowering the cost of its Cirilium and Cirilium Blend portfolios for investors. Coming into effect…
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There’s still ‘work to do’ when it comes to closing the gender gap in financial services says Artemis’ Paras Anand
‘Women tend to be more inclusive, more collegiate and often more effective,’ according to Mary Ann Sieghart, author of ‘The Authority Gap:…
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Women in finance spotlight: Two financial planners share their experience and advice for women making their way in the industry
At IFA Magazine we refuse to overlook the importance of International Women’s Day as we celebrate the great work being done to…
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Gilson Gray Financial Management acquires Sarah Hughes Wealth Management
Gilson Gray Financial Management (GGFM), the financial planning arm of full-service legal firm Gilson Gray, has acquired Edinburgh-based bespoke practice, Sarah Hughes…
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What does International Women’s Day have to do with Consumer Duty?
Written by Junaid Mujaver, Partner of Financial Services at operations consultancy Newton As we recognise International Women’s Day 2023, it is a…