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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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Three quarters of British business owners dip into their own pockets as cost-of-living crisis bites
Almost three quarters of entrepreneurs have admitted to dipping into their personal savings in the last month to save their business from…
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Over 3,000 business leaders, innovators, and investors to unite in the fight against climate change at Reset Connect London
Taking place 28th – 29th June 2022 at London’s ExCeL, Reset Connect London has been established to bridge the gap between sustainability…
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Investors with over £1 trillion of assets under management throw weight behind social housing ESG reporting standard
Thirty-six lenders and investors have now adopted a UK social housing ESG standard, including Legal & General, M&G Investments, abrdn, Schroders and…
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Aegon warns proposed complex changes to pension projections in dashboards could damage consumer engagement
The Financial Reporting Council (FRC) is consulting on changes to pension projections to create more consistency once pension dashboards go live. Aegon…
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A million pensioners may miss out on cost of living benefit because they don’t claim pension credits
Yesterday’s cost of living support announcement by Chancellor Sunak means the introduction of a new, one-off £650 payment to more than 8 million…
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Friday newspaper round-up: BP, Elon Musk, Missguided, EY
BP has said it will review its investments in the North Sea after the government unveiled a windfall tax on oil and…
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Fidelity International partners with Canadian FinTech to launch ‘Conquest Planning’ software to the UK advice market
Fidelity International has partnered with Canadian FinTech company, Conquest, as the exclusive distributor of its financial planning software, ‘Conquest Planning’ to the UK independent…
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Investors missed out on £1 billion in compensation due to £85,000 FSCS cap
Savers and investors have been undercompensated to the tune of £1 billion over the last 6 years as a result of the…
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“New pension projection rules could generate ‘perverse and unrealistic’ results which could confuse the public” – LCP
Proposed new rules on how pension pots should be projected to retirement could lead to ‘perverse’ results, according to consultants LCP. The…
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Thursday newspaper round-up: Twitter, Newport Wafer Fab, Heathrow runway
Elon Musk has secured additional funding to purchase Twitter, according to financial filings made public on Wednesday, moving the billionaire closer to…