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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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New IA data shows fund flows rebounding – with bond and North America funds leading the charge
UK investors put £1.4 billion into funds in January in a more positive start to 2023, following December’s outflow of £281 million,…
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T. Rowe Price in Stonewall’s Top 100 list of leading LGBTQ+ inclusive employers
T. Rowe Price was named in Stonewall’s Top 100 Employers 2023 list, the UK’s leading ranking of employers from public, private and…
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Top climate scientists stress need for climate philanthropy in open letter
In an open letter to mark World Wildlife Day, leading climate experts on the Global Returns Project’s Technical Advisory Board launch the ‘50 days to make…
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Aviva keeps top spot in Defaqto Platform Service review -which also finds most advisers changing platforms ahead of Consumer Duty
Defaqto’s newly released annual Platform Service Review for 2023 has found that more than a quarter (28%) of advisers had changed one…
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Your guide for planning tax efficient investments in 2023
IFA and GBI Magazine are delighted to present the Tax Efficient Investment Sector Research Report 2023. We have combined each of the…
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Hare we go! | IFA 116 | March 2024
As the tax year-end zooms into view, advisers and their teams will be bracing themselves for a particularly busy few weeks ahead…
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ISA Recommendations: Financial advisers’ investment company picks for young, middle-aged and retired investors
As the end of the tax year approaches, savers have just a few weeks to make the most of their £20,000 annual…
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Funds and trusts that have made ISA millionaires – AJ Bell
Written by Laith Khalaf, head of investment analysis at AJ Bell. “There are basically three magic ingredients to becoming an ISA millionaire.…
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Bank of England January mortgage approvals – reaction from brokers and money coaches
Following the Bank of England Money & Credit report published this morning (for January), showing a further drop in mortgage approvals and a rise…
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BDO’s predictions for Spring Budget 2023
Ahead of the Spring Budget on 15 March, Jonathan Hickman, tax partner at accounting and business advisory firm BDO predicts what the…
