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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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Advisers increasingly consider sustainable investments when building retirement portfolios
Aegon research shows 43% of advisers consider sustainable investments when building retirement portfolios, an increase from 33% the previous year. The number…
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HMRC records over 3 million chatbot interactions since the start of the pandemic
Her Majesty’s Revenue & Customs (HMRC) has seen the number of interactions with its chatbot service surge from just under 200,000 in…
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Triple Point provides £10m facility for Selbey Anderson
Triple Point has today announced a new £10m funding facility for Selbey Anderson, the UK-based independent marketing group. The funding provided by…
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New £20M life sciences fund launches to support SMES in Greater Manchester, Cheshire and Warrington
‘GMC Life Sciences Fund by Praetura’ aims to bolster Greater Manchester and Cheshire and Warrington’s flourishing life sciences sector. The fund, raised…
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Wish list for the G7 Environment, Climate and Ministers Meeting this week
Specific details of initiatives are an essential outcome from the G7 Environment, Climate and Energy Ministers Meeting this week if we are…
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GrowthInvest strike a deal for Kuber Platform clients
GrowthInvest, the leading UK digital platform for tax efficient and alternative investments, has today announced a deal with PlayJam Holdings and K2VC,…
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TPR and FCA in push to drive pensions value for money
The Pensions Regulator (TPR) and the Financial Conduct Authority (FCA) have confirmed plans to develop common measurements which will allow industry professionals…
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Cost-of-living crisis shows it’s time to ditch high income child benefit charge for basic rate taxpayers
Quilter is calling on the government to amend the threshold in which the high income child benefit (HICB) charge comes into effect,…
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Regulators prioritise workplace pension ‘defaults’ in value-for-money drive
Workplace pension scheme ‘default’ funds are at the heart of efforts by UK regulators to improve comparability of value-for-money in pensions (Feedback…
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Older homeowners release an average £111,500 in property wealth
Older homeowners released an average £111,500 in property wealth in the first three months of the year as the equity release market…