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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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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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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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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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Kingswood completes acquisition of Moloney Investments Ltd
Further to the announcement of 26 September 2022, Kingswood Holdings Limited (AIM: KWG), the international, fully integrated wealth and investment management group,…
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Nationwide announces new rate increases from March 3
After Nationwide announced that it is making rate increases across selected fixed term (two and five year) and tracker New Business and switcher…
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Eco-investing – paving a green future for your business
Written by Sharon McDougall, Scottish Debt Help advisor at Scotland Debt Solutions, part of corporate recovery specialists Begbies Traynor The urgency for…
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Latest Square Mile fund ratings revealed – including new rating for T.Rowe Price Global Impact Credit fund
This morning, the Square Mile Academy of Funds have released their fund ratings round-up for February 2023. The details are shown below…
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Why Vanguard LifeStrategy model portfolios mean more value to advisers
Neil Cowell, Head of UK Intermediary Distribution, Vanguard UK At Vanguard, we see our role as helping to make sure financial advisers…
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‘Six asks’ from the Budget: Quilter’s pension and financial planning team set out their wish list
Ahead of the Budget on 15 March, Quilter’s pension and financial planning experts set out what they would like to see addressed.…
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Spring Focus | GBI 37 | March 2023
We are delighted to welcome you to the latest issue of GBI Magazine, hot on the heels of a busy couple of…
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Industry letter piles pressure on government over pension tax penalty for returning workers
Pressure is mounting on the Treasury to tackle a pension tax penalty which can slash the ‘annual allowance’ for workers who return…
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Craven Street Wealth reveal London growth plans
Craven Street Wealth have announced the acquisition of London-based Bernard Barrett Associates Ltd. This follows the successful integration of Tarvos Wealth Ltd into…
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Dashboards delay must be kept to an absolute minimum to avoid dashboards ‘limbo’– Steve Webb, LCP
LCP partner and former pensions minister Steve Webb has commented on the announcement of a delay to the pensions dashboards: He said:…
