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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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Energy is weaponised, inflation rattles Wall Street but Lloyds Bank gallops away from economic woes
Russia turns off gas taps to Poland and Bulgaria Brent crude marches back up above $106 barrel as energy is weaponised Wall Street…
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Regenerate Ventures Agtech Fund invests in Climate Edge
Regenerate Ventures has invested in Climate Edge, an agtech communications and data platform, through its Regenerate Ventures Agtech fund. Climate Edge links…
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TPR Annual funding statement – new risks emerging, but ‘normal service resuming’ when it comes to regulator expectations
The Pensions Regulator (TPR) has today published its 2022 Annual Funding Statement. It continues to emphasise TPR’s expectation of joined up strategic journey…
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abrdn invests in The London School of Economics and Political Science (LSE)
abrdn has invested £75m in a sustainable private placement on behalf of its strategic partner Phoenix Group (Phoenix) in The London School…
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Average time to buyout for the FTSE350 Defined Benefit (DB) pension schemes falls by nine months
The average time to buy-out for the FTSE350 Defined Benefit (DB) pension scheme falls to one-year low in March as increased gilt…
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How fresh perspective can help future-proof your business
This phenomenon is particularly true when relying exclusively on internal teams to innovate: you’re basically asking a group of people who are…
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Wednesday newspaper round-up: Covid loan fraud, Brexit costs, tax rises, Tesla, TalkTV
Suitcases filled with cash from taxpayer-backed Covid loans were seized at the border as people tried to smuggle them out of the…
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Just two out of five people have planned for inflation in retirement
Inflation ‘proofing’ techniques include relying on the State Pension and company pensions keeping pace Those who have not planned say recent rise…
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Novia and Wealthtime to be unified under Wealthtime group brand
Anacap-owned platforms Novia and Wealthtime are to be unified under a single group brand Wealthtime. The decision to rebrand is the final…
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Curtis Banks comments on the latest parliamentary research briefing on the reform of pension tax relief
Jessica List, Pensions Technical Manager at Curtis Banks, comments on the latest parliamentary research briefing on the reform of pension tax relief.…