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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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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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Fidelity Personal Investors balance safety and growth as cash and gold funds dominate in September
Investor behaviour on Fidelity International’s (“Fidelity”) Personal Investing platform in September highlighted a two-p…
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In focus: IFA Magazine community set to #embraceequity in celebration of International Women’s Day on 8th March
Tomorrow, March 8th, people all around the world – with us included again this year -will be celebrating International Women’s Day (IWD).…
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Schroders Personal Wealth adopts AI-based Aveni Detect platform to transform compliance function
Aveni, the AI fintech business, has been selected by Schroders Personal Wealth (SPW) to transform its compliance function. Through the deployment of…
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Aegon : Refresh of FCA’s future disclosure framework should build on ‘real world’ behaviours
In its response to the FCA Discussion Paper on the Future Disclosure Framework, Aegon has called for the new approach to reflect…
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Halifax February House Price Index – reaction from lenders, estate agents and brokers
Following the Halifax February House Price Index announcement, brokers, estate agents and property experts have shared their thoughts with IFA Magazine via Newspage.…
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Annual house price growth unchanged for third consecutive month – Halifax HPI
Kim Kinnaird, Director, Halifax Mortgages, said: “The average house price in February was £285,476, +2.1% up on this time last year, and has…
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‘Green shoots’ for gender pension gap, with female contributions in catch-up mode
Ahead of International Women’s Day tomorrow, some positive news has been released in the form of customer data from online pension provider,…
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MSCI releases 2022 ‘Women on Boards’ report assessing largest firms’ gender diversity
MSCI, a leading provider of decision support tools and services for the global investment community, has recently published its’ latest Women on…
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Octopus Future Generations VCT – a quick-start guide
For professional advisers and paraplanners only. Not to be relied upon by retail investors. Venture Capital Trusts (VCTs) have become a valuable…
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New Dormant Assets provide urgently needed investment to tackle social issues
The government has announced today (7 March) that the expanded Dormant Assets Scheme, which will unlock £880 million of forgotten money, will…
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Everything, everywhere all at once – an award-winning approach for investment managers?
Written by Roy Kirby, Head of Core Products, Financial Information at SIX It is without question that wealth and investment managers endured a rather…