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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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Women in finance: American Century Investment’s Vidya Rajappa has some wise words this IWD
Part of IFA Magazine’s celebration of International Women’s Day, we are proud to share the views of many of the women working…
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The other half – why the lack of women engaging in finance is a bigger problem than just the world of work. Spectrum Market’s Hoffard.
As part of IFA Magazine’s day-long celebration of International Women’s Day, Martina Hoffard, Head of Marketing at Spectrum Markets, reflects on the…
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Understanding SEIS: IFA Magazine’s survey conducted with Nova Growth Capital
A detailed look at the results of the IFA/GBI Magazine survey of our readers conducted for Nova Growth Capital. A recent IFA…
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Building a business exit strategy
Sarah Wakefield, Business Development Manager at Oxford Capital uses a case study to highlight the importance of strategic planning to maximise EIS…
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‘Why I believe International Women’s Day can inspire us all to greater happiness and success’; Mazars Director & Financial Planner, Laura Thursfield
As we reflect on the role of women in finance. Laura Thursfield, Director & Chartered Financial Planner at Mazars, is in reflective…
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We can all succeed by working together”: T.Rowe Price’s Nat Terry shares her career experiences & highlights powerful initiatives helping the asset manager to thrive
In celebration of today being International Women’s Day, her long career in financial services has meant that Nataline Terry, Head of UK…
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Amplifying Women Founders and Women-led Funds
In celebration of International Women’s Day today, Tom Britton, Co-Founder at Syndicate Room, shared his thoughts and some of the research they…
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New report exposes gender wealth gap
Kicking off IFA Magazine’s special celebration focus on International Women’s Day today Handelsbanken Wealth & Asset Management focus on the gender wealth…
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Four female finance experts on the best money advice they’ve ever received
For many women, speaking openly about money can still be seen as a taboo topic. According to a YouGov survey, 8 out of 10…
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AJ Bell: The sneaky tax trap hitting children’s savings
Laura Suter, head of personal finance at AJ Bell, comments: “Parents who diligently save money for their children wouldn’t expect to be…