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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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Ever wondered why financial services businesses often have unusual company names? Business owners share their secrets.
Choosing a name for a business is never easy – especially in financial services where you’re looking to impart values such as…
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The Sustainability Group’s Alex Smith explains how and why her business is set to continue to #embraceequity
Celebrating this year’s International Women’s Day and it’s theme of #embraceequity, The Sustainability Group’s Alex Smith has been telling us about her…
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Closing the gender gap in financial services – an interview with Lethabo Motsoaledi
Founded in 2018, Voyc has rapidly grown to become a leading player in the field of AI-driven customer interaction monitoring for quality…
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Why men must be more vocal in their support for women in finance
In celebration of International Women’s Day today, Boyd Carson, Partner at Sapphire Capital Partners LLP, shares his insight. According to Carson, in…
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Why might boosting greater gender diversity in the financial services business be a win-win?
Celebrating International Women’s Day today, Melanie Vala, Chief Commercial Officer, Deko, shares her personal experiences and thoughts on the power of diversity…
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Women in finance: IMLA’s Kate Davies reflects on her 30 year career in financial services
Celebrating International Women’s Day today, Kate Davies, Executive Director, IMLA, The Intermediary Mortgage Lenders Association, has certainly seen some changes in financial…
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City Hive announces winner of the Fearless Woman Photography Competition – showcasing female investors
On International Women’s Day today, City Hive, the think tank and advocacy group, announces the winner of the Fearless Woman photography competition.…
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Women in finance: A Q&A with One Four Nine’s Rosie Cook
Celebrating International Women’s Day today, IFA Magazine has been talking to Rosie Cook, Investment Analyst at nationwide and independent, financial advice and…
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More women than ever launched companies in 2022, Rose Review reveals
As we mark International Women’s Day today, it’s a great time to celebrate news that women founded more than 150,000 new companies…
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ThinCats helps Northern IFA become employee owned
ThinCats has provided funding to support Cheetham Jackson (CJL), an independent financial planning business, transition its ownership structure to an Employee Ownership…