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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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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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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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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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Celebrity splits shine light on need for financial advice during divorce
The separation of an Oscar-winning actress and Grammy-winning musician sparks questions for divorce and finances. While…
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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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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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AIC launches investment company accreditation to help financial advisers build their knowledge
The Association of Investment Companies (AIC) has launched a new programme of study to help financial advisers, financial planners and paraplanners strengthen their knowledge…
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Home improvements was the main driver behind lifetime mortgages in 2022
According to statistics from later life mortgage broker Responsible Life, home improvements was the main driver for people taking out a lifetime mortgage…
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Only an average of 123,000 people per year make state pension top ups despite looming deadline
New analysis of Freedom of Information (FOI) data by Quilter shows that over the last five years only an average of 123,000…
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Gresham House Ventures appoints new Director of Investments
Gresham House Ventures has bolstered its investment team with the hire of Grant Paul-Florence as Director of Investments. With decades of investment…
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Foresight Solar & Technology VCT plc delivers strong return for shareholders following sale of solar assets
Foresight Group LLP has completed the sale of its portfolio of solar assets held in the Ordinary share class generating gross proceeds…
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‘Stick with your lender – you will get a better mortgage deal’ Really? Sunday Times Money headline generates reaction from brokers
A headline in yesterday’s Sunday Times Money section read ‘Stick with your lender — you will get a better mortgage deal’. Whilst…
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Is 2023 shaping up to be the year for bonds? According to LGIM’s Matthew Rees, the answer is ‘yes’
There can be little doubt that 2022 was one of the most turbulent and difficult years on record for bond investors. However,…
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Mintus: Investors Increase Art Exposure by 17%
Mintus research shows art will be the second most popular alternative investment over the next twelve months. Mintus, the online art investment…
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LGBTQ+ employees are best supported when benefits are fully inclusive, says Peppy
Employers should demonstrate their commitment to cultivating a diverse workforce by offering inclusive employee benefits, according to digital health app, Peppy. As we’re…
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Fidelity’s Alex Wright on finding value in the resilient UK market
The FTSE 100 reached an all-time high this month, breaching its May 2018 record of 7,903 points. However, the latest Q4 GDP…