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Trending Articles
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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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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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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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Making a positive impact on diversity and inclusion
by Thembeka Stemela Dagbo, Fund Manager at M&G Investments For investment professionals only Diversity and inclusion are becoming increasingly important to investors,…
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Monday newspaper round-up: Barclays, McColl’s, Randall & Quilter
Barclays has avoided nearly £2bn in tax via a lucrative arrangement in Luxembourg that allowed it to pay less than 1% on…
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Thousands could risk pension poverty after divorce, as average age of separation rises to record high
• The average age of divorce is now 47 for a man and 44 for a woman • One in seven (15%)…
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UK construction sector growth slows amid rising costs
UK construction sector growth slowed in April as rising costs and economic uncertainty dented demand, according to a survey released on Friday.…
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Halifax April HPI: “The house price boom will soon be over”, say experts
The Halifax April HPI published this morning reveals a tenth consecutive monthly rise, with house prices up 1.1% in April. But what do…
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Aegon: The Queen’s Speech – what to look out for on pensions next week
Kate Smith, Head of Pensions at Aegon, comments: “Next week’s Queen’s Speech will mark the state Opening of Parliament and outline the…
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Advice firms spend 71 days per year operating their CIP, finds Copia Capital
According to new research from Copia Capital Management [Copia], advice firms now spend an average of 71 days a year operating their…
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Top-performing private client portfolios suffer as long-standing economic trends reverse in Q1
New analysis from Asset Risk Consultants (ARC) shows many of the best performing private clients’ portfolios underperformed their peers in the first…
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Could the UK be more fragile than the Bank of England believes?
The economy may be less robust than the Bank of England has concluded, possibly impacting the outlook for further rate hikes, according…
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The Bank of Mum and Dad continues to support buyers amid the cost-of-living crisis – Legal & General Mortgage Club
The Bank of Mum and Dad continued to drive activity in March, as searches for joint borrower sole proprietor (JBSP) mortgages increased…
