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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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Quilter Foundation launches new Local Community Fund with £30,000 donation
The Quilter Foundation, the charity of wealth manager Quilter, is proud to announce the launch of its new Local Community Fund, which…
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Q1 2022 insolvency data: “It’s sadly now payback time”, experts say
This morning the Insolvency Service published the latest company and individual insolvency data. Following on from this, four experts share their thoughts:…
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UK car production tumbles
UK car production tumbled in the first quarter, industry data showed on Thursday, as global supply chain issues weighed heavily. According to…
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FE fundinfo highlight the digital acceleration driving financial advice market growth
Digital acceleration and greater adoption of technology among financial advisers is driving growth in the UK financial advice market, research has found.…
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The passive arbitrage cost is not material – Mark Northway
Critics have highlighted the erosion of value to index investors from frontrunning – but it’s an acceptable price to pay The simplicity…
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State Street Investor Confidence Drops 6.6 Points in April
State Street Global Markets has released the results of the State Street Investor Confidence Index® (ICI) for April 2022. The Global Investor…
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7IM enhances its platform to ease portfolio management burdens
7IM is announcing several upgrades to its platform, which will streamline the experience processes for advisers when managing a client’s DFM model…
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M&G’s Catalyst powers Sun King’s expansion to light up off-grid homes in Africa and Asia
M&G announces it has invested in Sun King, the largest provider of solar energy products for off-grid homes in Africa and Asia.…
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Dynamic Planner links to Origo Integration Hub
Dynamic Planner has signed to the Origo Integration Hub to help create greater efficiencies with even more platforms for processing of bulk…