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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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Top 10 stories to remember after an eventful first quarter
After an exceptional 2021, the first quarter of 2022 has been an emotional and difficult one for investors. Russia’s invasion of Ukraine,…
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Phoenix Insights response to the DWP’s State Pension Age Independent Review
Catherine Foot, Director of longevity think tank Phoenix Insights, part of Phoenix Group, comments: “The state pension is a hugely important and…
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Don’t let the Chancellor’s political woes deter you from seeking the best for your non-dom clients – Paul Fairbairn
The publicity around Ms Murthy’s status as a ‘non-dom’ has once again shone a light on the tax treatment of non-doms. Despite…
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Benchmark Academy delivers on aim to build next generation of Chartered Financial Planners
Benchmark Capital launched the Benchmark Academy in January 2022. The Academy is a dedicated resource which will help build successful careers in…
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Why the recent Philip v Barclays Bank CoP judgment has consequences for IFAs – legal commentary
The Court of Appeal’s decision in Philip v Barclays Bank is one which all financial advisers should note with interest. The case…
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CEO at Key Later Life Finance comments on Equity Release Council Q1 2022 market statistics
Will Hale, CEO at Key Later Life Finance, said: “Today’s figures from the Equity Release Council (ERC) reporting £1.53 billion of lending in Q1…
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IHT receipts show year-on-year rise of £0.7bn
New HMRC data out today shows that IHT receipts for April 2021 to March 2022 were £6.1 billion – £0.7 billion higher…
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SJP’s Tony Wickenden discuses HMRC’s latest inheritance tax receipts
Tony Wickenden, managing director of Technical Connection, SJP comments on HMRC’s latest inheritance tax receipts: “The latest HMRC stats on inheritance tax receipts…
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Perspective acquires £50m AUM firm in Huntingdon
Perspective Financial Group Ltd (Perspective) has acquired Ramsey Financial (Cambs) Ltd based in Huntingdon, Cambridgeshire, which has £50m AUM and 330 households…
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Elon Musk to take over Twitter in $44bn deal
Twitter faces an uncertain future, chief executive Parag Agrawal has told employees, after the social media giant agreed to be acquired by…