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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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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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Autumn Budget: UK Banks in the crosshairs
UK banks could face higher taxes as the Chancellor looks to raise revenue, with a surcharge hike or tweaks to Bank of En…
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Fidelity’s Market Week: Tom Stevenson, Fidelity International, comments on gold – and other market forces this week
Gold surges and global markets roar ahead as investors chase safe havens and growth opportunities. Tom Stevenson, Invest…
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Dodge online banking fraudsters with these 12 cybersecurity tips
A recent Which? study tested the security of 13 of the UK’s most popular online banking sites between September and November 2022.…
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House sales drop by -30.5% with just one UK location bucking the downward trend
Research from eXp UK, the network of personal estate agents, reveals that reduced homebuyer activity has led to a -30.5% drop in UK…
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Facebook and Instagram owner Meta is the least trusted technology company
The business experts at Forbes Advisor have named Meta as the technology company Brits trust the least with their data. The financial and business…
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Climate Change Fund makes your money work twice – for you and for the future
The Green Angel Syndicate EIS Climate Change Fund is mid-way through its fifth round and has already passed 70% of its target.…
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Technology and the advice journey
Written by Nick Eatock, CEO at intelliflo The use of technology has changed enormously over the last three years. The lockdowns and…
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GBI Magazine’s EIS Report highlights the key benefits of the tax efficient scheme
Since the start of 2023, GBI Magazine have released a series of reports on government funding and tax efficient schemes including SEIS,…
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SEIS Report highlights why advisers should be considering government funding schemes
Early this month, the first part of a serialised report series covering the essentials of investment in SEIS, EIS, VCTs and BR/IHT was released…
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Consumer Duty “will boost equity release referrals”
The introduction of the FCA’s Consumer Duty rules will drive more specialist equity release referral relationships as the market has to step up…
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SimplyBiz announces PMI referral partnership with Usay Compare
SimplyBiz has announced that it has partnered with Usay Compare, the UK’s largest PMI specialist, to offer a referral service to its…
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Treasury reveals 1 in 4 pension savers over 55 contribute more than £4,000 a year as MPAA concerns mount
Tom Selby, head of retirement policy at AJ Bell, comments on MPAA concerns. He said: “There is mounting evidence that squeezed savers are…