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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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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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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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Q&A with Octopus Investments’ Ferguson: why the next few years will be “incredible” for venture capitalists
In this interesting and informative Q&A, Malcolm Ferguson tells GBI Magazine what he’s so positive about in the current venture capital space.…
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Suffolk Building Society makes a number of enhancements to Ex-pat and BTL lending
Suffolk Building Society has announced a series of product and criteria changes to help brokers place more complex cases for their landlord…
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Origo Transfer Service sees over 40% increase in small pot transfers
The Origo Transfer Service has seen the number of small pot transfers increase by over 40% in the past two years. The…
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Deepki: Fund managers and occupiers are the driving force when it comes to improving UK commercial real estate ESG credentials
New research with UK real estate management professionals conducted by Deepki, the ESG data intelligence firm, shows that almost half (44%) believe…
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“The balance of probabilities is for better long-term performance from portfolios” One Four Nine PM’s Blair delivers positive global outlook
Bevan Blair, Chief Investment Officer at One Four Nine Portfolio Management, shares his latest outlook for global markets with IFA Magazine “We…
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Freedom Finance: Highest number of second charge mortgages agreed since 2008
The second charge mortgage industry recorded a strong year of growth in 2022. The value of new business increased by 40% compared…
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Soft, hard or no-landing? Kingswood Chief Economist assesses the health of the US economy
Rupert Thompson, Chief Economist at Kingswood, reflects on what might lie in store for the US economy and outlines why he sees…
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Investment Companies resilient as overall adviser platform purchases fall reports AIC
Purchases of investment companies on adviser platforms grew 1% in 2022 compared to a 7% drop in purchases of all products finds…
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MAF 2.0: Why expertise, ESG and value for money must be part of the package
A successful multi-asset fund is not just a random collection of different securities. The Aviva Investors MAF Core range is driven by…
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LGIM and Richmond Wealth in MPS partnership
Legal & General Investment Management (LGIM) has today announced its Model Portfolio Service (MPS) partnership with Richmond Wealth, a leading Independent Financial…