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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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New findings – IHT changes prompt rise in estate planning and legacy giving
Upcoming Inheritance Tax (IHT) changes are already beginning to influence the charitable Will-writing and estates market, with professional advisers reporting an increase…
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Study reveals insurance investment managers boost private assets allocations as capital increases
A new global study from Ortec Finance among insurance investment managers shows an increased appetite for private assets on the back of…
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AI adoption and workplace culture: why empowerment, not just efficiency, is the real opportunity
When we talk about AI in the workplace, the conversation often jumps straight to cost savings and job cuts. But what if…
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L&G announces 2024 Group Protection claims, prevention and rehabilitation outcomes
L&G today shares data that illustrates the importance of prevention, early intervention and vocational rehabilitation support for employers and employees. The data…
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GBAM urges action following second academic study finding of ‘Boutique Premium’
The Group of Boutique Asset Managers (GBAM), a global network of independent specialist asset managers is urging investment consultants, fund platforms, and advisers…
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Fidelity International appoints Marion Le Morhedec as Global Chief Investment Officer, Fixed Income
Fidelity International has appointed Marion Le Morhedec as Global Chief Investment Officer (“CIO”), Fixed Income. This appointment further strengthens Fidelity’s investment management’s…
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Navigating today’s retirement income landscape and turning uncertainty into confidence, with Brooks Macdonald
Today’s retirement income landscape is more complex than ever – both for advisers and clients alike. Brooks Macdonald‘s Andrew Bennie and Dan…
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Nick Adams, co-founder of adeus explains why it’s time for advisers to rethink legacy planning and wills in the digital age
Let’s face it, wills and legacy planning don’t usually spark the most upbeat conversations. For many clients, it’s something they know they…
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The AIM turns 30: volatile but vital for growth and innovation
Over the past three decades, the Alternative Investment Market has offered the possibility for investors to own a slice of high growth…
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Linda Johnstone, Head of Investment Proposition at Novia Global explains how advisers can help clients manage investor anxiety
Let’s face it, market volatility has been giving everyone whiplash lately. From geopolitical shocks to economic uncertainty, there’s been no shortage of…
