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Trending Articles
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Ten reasons why the FTSE 100 could hit 10,000 by Christmas
Neil Wilson, Investor Strategist at Saxo UK, says the FTSE 100’s steady climb could see it reach 10,000 by Christmas. Va…
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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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Market Report: Stock markets hold the high ground as US shut down drags on
Stocks held firm as the US shutdown dragged on, with the FTSE higher at the open. Wall Street hit new highs on tech stre…
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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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Moneyfacts: Loyalty costs savers as top rates dip
Falling bond rates and sticky inflation mean savers who stay loyal risk missing out on the most competitive returns. Mon…
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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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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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Investors pull £1.8bn from funds in August as caution widens
Retail investors pulled nearly £2bn from equity funds in August, IA data shows, while government bond funds saw record r…
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Hargreaves Lansdown reaches two million clients and record AUA
Hargreaves Lansdown has reached two million active clients, marking a major milestone eight years after it celebrated it…
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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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Census reveals 5M UK has unpaid carers: Quilter tax expert highlights financial options
Written by Rachael Griffin, tax and financial planning expert at Quilter New data from the 2021 Census has found that 5 million…
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Three Intriguing Macro Themes in Early 2023
By Tiffany Wilding, North American Economist at PIMCO Investors and central bankers alike endured a difficult year in 2022, but a new…
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Chinese New Year: Investment Managers on the outlook for China in the year of the rabbit
22 January 2023 marks Chinese New Year, the Year of the Rabbit. The rabbit is a symbol of longevity, peace and prosperity. But will…
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Coventry for Intermediaries launches 2yr Fixed Rates for existing Buy to Let customers
Coventry for Intermediaries has launched 2 year Fixed Rates for existing Buy to Let customers, following broker demand for shorter term options.…
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Autus Data Services’ latest landscape report shows that over 5000 firms have joined the FCA register in 2022
Autus Data Services has produced its latest Landscape report looking at the key numbers and trends in the regulated UK Financial Services…
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How to plan for inheritance tax within an ISA wrapper
For professional advisers and paraplanners only. Not to be relied upon by retail investors. An older client has diligently invested in their…
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Podcast episode #27: Consumer duty, pensions and the world of advice with Aegon’s Steven Cameron
Click here to listen on Spotify Click here to listen on Apple Podcast We always enjoy our conversations with IFA Talk podcast…
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Advice firms remain resilient but macroeconomics dampen turnover predictions – the lang cat research
The vast majority of advice firms continue to add clients and three-quarters of them rarely see customers exit their businesses, but the…
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Industry experts comment on the FCA’s thematic review of retirement income advice
Aegon’s Steven Cameron and Quilter’s Jon Greer comment on the FCA’s thematic review of retirement income advice. Steven Cameron, Pensions Director at…
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Why SEIS can prove a crucial tool during tax-year end season
SEIS can prove a crucial tool during this important tax-year end season – your clients can claim SEIS Income Tax relief at…