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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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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…
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Historic VCT vote: Maven Renovar’s Board must respect shareholder wishes
Following the results of yesterday’s Maven Renovar VCT AGM, shareholders rejected both the reappointment of all Board members and their proposal to…
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Travel warning: expert warns of cybercrime risk when charging your phone in the airport
Tech experts have issued a warning to Brits travelling abroad this summer, urging them not to use airport USB ports to charge…
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Corporate catfishing on the rise: how companies can vet candidates in the age of AI applications
New data reveals 67% of workers believe they have worked alongside someone who lied to land a role – with AI making…
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New research from M&G: Less than one in three couples have completely joint finances
New research from M&G has found that fewer than a third of couples with investable assets of £150k+ or anticipate receiving £300k+ inheritance…
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Nearly 1.2 million fixed-rate savers could face tax bill as accounts mature
Nearly 1.2 million one-year fixed-term adult savings accounts due to mature between June and the end of the year could generate enough…
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Side hustle brits earning £165 a day on their driveways
With 30% of Brits having a side hustle, many of us are on the hunt to earn a little bit of extra income.…
