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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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Schroders urges oil & gas majors to publish climate targets consistent with Paris Agreement
Schroders today announces it is pre-declaring its voting intentions for three oil & gas majors, Chevron, ExxonMobil and Shell, to encourage a…
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“Presenteeism is dead” say HR and recruitment experts in response to ONS report
Following the ONS report published this morning, Is hybrid working here to stay?, which reveals more than 8 in 10 workers who…
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Almost half of UK population believes they are doing everything within their powers to fight climate change – F&CIT
One in three (36%) UK adults feel worried about the environment and climate change Concerns over climate change are mounting, with the…
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Brooks Macdonald acquisition of Integrity Wealth Solutions Limited
Brooks Macdonald Group plc today announces, subject to regulatory approval, the acquisition of Integrity Wealth Limited together with its subsidiary, Integrity Wealth…
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Ninety One Survey Finds European Fund Industry Overly Reliant on ESG Scores
Ninety One has released the results of an ESG-focused survey featuring insights from attendees at FundForum, one of the largest events gathering…
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Lombard Odier Investment Managers launches Sustainable Private Credit Strategy
Lombard Odier Investment Managers (“LOIM”) today announces the first closing of its Sustainable Private Credit strategy with a commitment from the Environment…
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Only 186 pensioners opt out of Winter Fuel Payment in 2021 out of over 11m recipients
New data collected by Quilter, the wealth manager and financial adviser found that just 186 (0.002%) pensioners opted out of getting the…
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ValidPath Launches The ValidPath Succession Solution For Independent Financial Advisers
ValidPath has today announced the launch of its “Succession Solution” for independent financial advisers. Developed as an alternative to IFA consolidators or…
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Vespa Capital partners with Origo leadership team in taking the fintech independent
Vespa Capital is delighted to announce it has partnered with the leadership team at Origo to establish the fintech as a fully…
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Financial services key to UK economic recovery, says Tulip Siddiq MP
Reforming some “overly prescriptive” EU regulations is crucial to helping the UK financial services sector thrive and fuelling the UK economic recovery,…