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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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Bristol & Bath Regional Capital announces new board appointments & new chair to support ambitious growth plans
Bristol & Bath Regional Capital has announced the appointment of two new board members and a new chair to strengthen the board…
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PIMFA outlines six-point plan to reform disclosure requirements in wake of PRIIPs reforms
PIMFA has outlined a six point plan to reform disclosure requirements following the Government’s decision to repeal the Packaged Retail and Insurance-based…
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Morningstar: Gender Diversity Indexes a Rare ESG Bright Spot
Ahead of International Women’s Day tomorrow, Morningstar Indexes highlighted how companies that are committed to gender equity and inclusion outperformed their broad…
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Budget 2023: Will Hunt target tax relief anomalies? Evelyn Partners’ tax team preview/wishlist
As Chancellor of the Exchequer Jeremy Hunt prepares to present his first full Budget on 15 March, there is the usual speculation…
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“We know that there isn’t just an ethical argument for gender equality, but an economic one too”: abrdn Research Institute’s latest report highlights the changing role of women in the workplace
Ahead of IFA Magazine’s celebratory coverage of International Women’s Day tomorrow, we thought this detailed research from the abrdn Research Institute flagged…
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TSB gives brokers 25 minutes’ notice of rate changes – reaction
Brokers have not been impressed by receiving an email from TSB Intermediary today at 12:35pm, announcing rates would be increasing by as…
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Robeco Monthly Outlook: Goldilocks is awaiting a haircut
Written by Peter van der Welle, Strategist Sustainable Multi Asset Solutions. Investors looking for a ‘Goldilocks’ soft landing for the global economy…
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Why we still need to change pensions perceptions, and make retirement planning easier to understand
In this blog for IFA Magazine, Sara Niedle, Director at SEC Newgate, reflects on how and why we all need to work…
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Extension of deadline for state pension top-ups ‘great news’ – Steve Webb, LCP
Today’s announcement in a written ministerial statement (see: Written statements – Written questions, answers and statements – UK Parliament), that people will have more…
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89% of wealth managers back VCTs in current investment climate
As the end of the tax year approaches, new independent research by YFM Equity Partners (YFM) reveals that an overwhelming majority (89%)…