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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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Chancellor Rachel Reeves’ fiscal rules challenge: Three scenarios we could see in the Autumn Budget
Despite efforts to restore credibility, the UK’s fiscal framework is struggling to convince markets. With growth slowing…
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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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Only a quarter of mortgage brokers ‘very comfortable’ explaining valuations, reveals CSS webinar poll
Countrywide Surveying Services (CSS), one of the UK’s leading providers of valuation panel management and property risk services, has revealed notable gaps in mortgage…
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World Productivity Day: boost your productivity with these 5 fun hacks!
Today is World Productivity Day. When working from home, the office, or just doing everyday tasks, it’s natural for our energy levels…
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May inheritance tax receipts fall to £650 million, down from £850 million in April, experts share their reaction
Inheritance tax (IHT) receipts fell sharply in May, dropping to £650 million from £850 million in April, according to the latest figures.…
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Viewpoint: Schroders’ Duncan Lamont asks what would stagflation mean for equity investors?
History suggests that in an environment of low growth and high inflation, stocks may not perform as poorly as investors fear. In…
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AJ Bell’s Ryan Hughes tells us how future interest rate cuts could create opportunities for advisers
Following today’s announcement that the Bank of England is to keep UK interest rates at 4.25% for the moment, there’s plenty for…
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Richer ageing population fuels rising demand for tailored investment support finds Rathbones
A growing number of people with larger sums to invest is driving demand for bespoke investment management services, according to new…
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Bank of England holds interest rates at 4.25% with markets now expecting August rate cut says Evelyn’s Esther Watt
Esther Watt, Bond Strategist at Evelyn Partners, the wealth manager, shares her comments on what today’s news might mean for markets as…
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BoE interest rate pause raises questions for advisers as inflation persists – industry reaction to latest news
As had been widely anticipated by market analysts, the Bank of England has opted to keep UK interest rates on hold following…
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Interest rate freeze: LRG’s Tom Davies weighs in on Bank of England decision
Written by Tom Davies, Group Financial Services Managing Director at LRG (previously Leaders Romans Group) Background to today’s decision The Bank of England’s decision…
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Interest rates on hold but Mortgage and Property experts aren’t giving up hope quite yet: industry reaction
As had been widely expected by market analysts, the Bank of England has kept UK interest rates on hold. The announcement was…