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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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Here’s how to navigate the PI insurance cycle and why chasing cheap premiums can often backfire
Written by Jonathan Newell CEO & Founder of BareRock Limited After 30 years in the Professional Indemnity Insurance (PII) market, I would…
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Analyzing the Law Commission’s proposed wills reforms: a private client perspective from Russell-Cooke
Written by Angharad Lynn, Partner in the Private Client team at law firm Russell Cooke. An English Will in 2025 differs only…
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M&PI Podcast #17: How brokers can bridge the gap and stay ahead in 2025, with Roz Cawood, Managing Director of Property Finance at Streambank
In this special ‘Mortgage & Property Investment Magazine’ edition of IFA Talk, Matt and Jenny delve into the ever-evolving property market. As…
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Geopolitical tensions in the Middle East: strategic and market implications – Capital.com
Written by Daniela Sabin Hathorn, senior market analyst at Capital.com. Tensions in the Middle East have once again taken centre stage in global geopolitics, following a significant escalation involving…
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The future’s bright for buyers – according to buyers themselves
That’s the sentiment coming through loud and clear in new data from Twenty7tec, which suggests renewed confidence in the market as more borrowers…
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£31bn growth threat: over 50s workforce exit risks putting the brakes on growth
With growth at the heart of the government’s agenda and the UK’s Industrial Strategy expected imminently, new analysis reveals that early workforce…
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Molo reduces fixed-rate products across UK & Expat BTL
Molo, the specialist mortgage lender for UK and overseas landlords, has announced updated fixed rate pricing across its UK resident and Expat buy-to-let…
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Suttons IFA acquires Whitewell Financial Planning
Suttons Independent Financial Advisors, based in Sale, Greater Manchester, has acquired Whitewell Financial Planning for an undisclosed sum. A team at the…
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Royal London pays out over £751m in protection claims
Claims statistics published today show mutual insurer, Royal London, paid out over £751m in protection claims in 2024, helping 65,385 families and…
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Breaking news: Lifetime announces launch of “Enhance” – new solution to help advisers bridge the advice gap
New solution will free up adviser capacity to focus on core clients Lifetime Financial Management is today announcing the launch of “Lifetime…
