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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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Gap between dream retirement age vs. expectation widens to 5 years: hopes of retiring at 62 fade as expectation shifts to 67
The Retirement Expectation Gap – the gap between when Brits want to retire and when they actually think they will be abl…
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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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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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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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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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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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Latest ONS data shows UK economy shrinking as a result of cost of living crisis – experts share their views
The latest ONS announcement earlier this morning for both Q1 and March GDP data has shown that the UK economy shrank by 0.1% in March, as…
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FREE Intelligent Partnership EIS/SEIS course worth £195 and 5 hours CPD available to advisers
Last year, Nova Growth Capital ran a sponsored EISA survey for UK financial advisers to find out what the barriers were in…
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#MentalHealthAwarenessWeek: Advice firms that support employees’ mental health offer an “enhanced” service to clients, says Beaufort Financial
Gwilym Lloyd Jones, Director of Beaufort Financial St Asaph and Chester: “Working in a service-led profession has many rewards, such as building…
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Kingswood announces the acquisition of Vincent & Co Ltd
Kingswood Holdings Limited (AIM: KWG), the international, fully integrated wealth and investment management group, is pleased to announce it has exchanged on the acquisition…
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Companies committed to cut emissions in line with climate science now represent $38 trillion of global economy
At the end of 2021, 2,253 companies across 70 countries and 15 industries, representing more than one third ($38 trillion USD) of…
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#MentalHealthAwarenessWeek: Financial planning is supporting good mental health
This article is featured as part of our week-long series looking at awareness and practical advice to support the Mental Health of…
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Unum’s new Cancer Assist service the latest standout feature of Life Insurance offering
Unum UK launches employee cancer support service for Group Life customers with in-the-moment personal guidance and support for employees and their family…
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UK economy contracts in March as cost of living crisis bites
The UK economy contracted in March amid rising prices, following no growth the month before, according to figures released on Thursday by…
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Thursday newspaper round-up: Tesco, Didi, Saudi Aramco, BlackRock
Client meetings and emails could be picked up alongside a pint of milk and a box of eggs under a new deal…
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House prices continue to rise in April – RICS
UK house prices edged higher in April, industry research showed on Thursday, as demand continued to outpace supply. According to the latest…
