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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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HMRC hoisted by their own petard – comments from international tax experts
Further to the news that the UK has seen an 80 per cent drop in prosecutions of tax evasion enablers, Miles Dean,…
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Successful management buyout for Mearns & Company
Chartered financial planning and employee benefits consultants Mearns & Company has completed a successful management buyout, heralding a new era for the Edinburgh-based business. …
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Hodge cuts rates across its mortgage range for the third time in three months
Hodge has made a third rate drop across its range of mortgage products since the start of 2023. Rates on its RIO,…
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Five simple ways Financial Advisers can build better client relationships
In the drive to find new opportunities, clients can sometimes be taken for granted. But taking the time and effort to create…
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Use it or lose it: BDO suggests10 tax-saving actions ahead of tax year-end
With less than a month to go before the end of the tax year, accountancy and business advisory firm, BDO, has put…
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EIS Association welcomes Parliamentary Report calling for the EIS to be made permanent
The Enterprise Investment Scheme Association (EISA), the official trade body for the Enterprise Investment Scheme (EIS) representing entrepreneurs, advisors and investors, has…
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MWA Financial partners with ThinCats to accelerate national expansion
London-headquartered MWA Financial (MWA) has entered into a long-term partnership with leading alternative finance provider ThinCats to support the group’s plans to…
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Ethnic minority women more likely to face pension poverty in the UK
As this year’s International Women’s Day (March 8) will encourage people to ‘embrace equity’, research from Scottish Widows’ latest Women and Retirement…
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Economic inactivity in over 50s: how significant a factor is menopause?
The menopause is a major factor, currently flying largely under the radar, responsible for women leaving the workforce early in their droves,…
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Financial Ombudsman Service consults on proposed changes to reporting business-specific complaints data
The Financial Ombudsman Service has today published a consultation on proposed amendments to the way it reports business-specific complaints data. The consultation…