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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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Nationwide increases max LTV on new build houses – including for FTBs
Nationwide is increasing the maximum loan-to-value (LTV) available for those looking to purchase a new build house to 95 per cent on…
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NS&I reducing prize fund rate for August Premium Bonds draw
NS&I has announced that the Premium Bonds prize fund rate will be 3.60% from the August 2025 draw NS&I is reducing the…
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New study shows top 11% of households own 73% of investment assets
A stark wealth divide is reshaping Britain’s financial landscape, with just 11% of households now controlling nearly three-quarters of the nation’s investment…
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Advisers need to play greater role in client wellbeing
As we mark World Wellbeing Week, financial advisers need to step up their game and offer more emotional, mental and general health…
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Flexible energy pricing could save households money – but Resolution Foundation highlights risks for lower-income families
Moving away from the Ofgem fixed price cap and towards a flexible system of energy pricing – where costs vary according to…
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Transact unveils latest Integration with intelliflo App
Transact is pleased to announce its partnership with intelliflo, designed to reduce rekeying, save advisers time and maintain data integrity across both…
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7IM appointments Matthew Yeates and Shanti Kelemen as Co-Chief Investment Officers
7IM has announced that it has appointed Matthew Yeates and Shanti Kelemen as Co-Chief Investment Officers, both reporting directly to CEO Dean Proctor. As Co-Chief Investment…
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Weatherbys head of financial planning wins top industry award
Nathan Valbonesi CFP™ Chartered FCSI, who leads the growing investment and wealth advice team at Weatherbys Private Bank, has won a top…
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AJ Bell launches app-based advised platform Touch to tackle growing ‘advice gap’
AJ Bell is pleased to launch AJ Bell Touch, a new streamlined platform to help financial advisers implement investment advice for their…
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Advisers see fixed income opportunities yet are mindful of implementation risk – BNY Investments research reveals
The Bank of New York Mellon Corporation (“BNY”) (NYSE: BK), today announces new research from BNY Investments which reveals how UK financial advisers are deploying…
