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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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YFM leads £10m investment into health-tech company DrDoctor
YFM Equity Partners (“YFM”), Ananda Impact Ventures and 24 Haymarket today announce the completion of a £10 million funding round into the…
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The Pensions Regulator increases its focus on climate and ESG non-compliance
A new campaign to make sure trustees are meeting their environmental social governance (ESG) and climate change reporting duties is being launched…
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Deepbridge Capital: New research reveals that advisers prefer EIS to VCT
A new adviser survey* by tax efficient investment manager, Deepbridge Capital, suggests that financial advisers utilise Enterprise Investment Scheme (“EIS”) investment opportunities…
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67% of UK property professionals support DITF introduction to the sales sector
A survey of UK property professionals, commissioned by leading identity verification provider Credas Technologies, has revealed that 67% support government plans to…
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Latest ONS report shows cost of living crisis leading to high anxiety for many – finance experts and psychologists react
Today’s report from the ONS entitled How are financial pressures affecting people in Great Britain?, showed (amongst other things) that 4 in 10…
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Aegon: Cost-of-living crisis and market volatility drive increased demand for retirement advice
Today, Aegon and NextWealth launch the fifth edition of their retirement advice report Managing Lifetime Wealth: retirement planning in the UK.* The report…
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intelliflo supports Brooks Macdonald’s growth plans as their new advice technology partner
intelliflo will provide Brooks Macdonald with an innovative, integrated, and intuitive technology solution that will help them scale and grow their private…
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Lowes: Strong return for structured products during volatile year
Investors secured strong returns in performance among most maturing structured products during the volatile financial environment of 2022, a new UK report…
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One Four Nine announces largest acquisition to date with purchase of McCrea Financial
IFA and fund management group, One Four Nine Group, has revealed today that it is purchasing Glasgow-based McCrea Financial Services in what…
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Wayhome: First-time buyer numbers slide -10.6% in a year
Research by the Gradual Homeownership provider, Wayhome, has revealed that while the pandemic market boom saw a record increase in the number of…