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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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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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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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Fidelity Personal Investors balance safety and growth as cash and gold funds dominate in September
Investor behaviour on Fidelity International’s (“Fidelity”) Personal Investing platform in September highlighted a two-p…
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Inflation won’t make waves for the Bank of England after April’s messy splash
The ONS has released inflation figures for May: Consumer price inflation, UK: May 2025 – Office for National Statistics. With the release in…
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iPipeline launches advanced underwriting alongside project partners, The Openwork Partnership
iPipeline®, a leading provider of comprehensive and integrated digital solutions for the life insurance, pensions, savings, and investment markets in the UK,…
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Household finances under renewed pressure as UK inflation remains high – Charles Stanley
Written by Rob Morgan, Chief Investment Analyst at Charles Stanley Higher prices continue to erode UK household budgets with the official measure…
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Oxford Risk analysis reveals advice suitability makes up 61% of new financial Ombudsman Service’s adviser complaints
Mis-selling and suitability of advice make up 61% of all new complaints about financial advisers to the Financial Ombudsman Service (FOS), new…
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2025 Trafalgar House Trust and Confidence Index reveals notable gender differences in pension trust and outlook
Trafalgar House, a specialist third-party pensions administrator, today unveiled new findings from their fifth Trust & Confidence Index of the pensions industry, revealing a…
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CPI holds at 3.4% – but data doubts linger…industry experts react to inflation news
With the latest UK inflation figures out today, financial advisers will be weighing up what it all means for clients—especially with a…
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Twenty7tec and Advise Wise partner to streamline later life lending access for advisers
Leading advice tech provider Twenty7tec has joined forces with later life lending platform Advise Wise to help brokers meet the growing demand from older …
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3.4% CPI keeps pressure on mortgage rates and market sentiment. Mortgage and Property experts have their say…
Today’s inflation figures offer little in the way of surprises—but for those in the mortgage and property market, the implications are still…
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AIM at 30: Unicorn’s Simon Moon on the market’s vital role in UK growth
Simon Moon, Fund Manager at Unicorn Asset Management, shares his thoughts on the 30th anniversary of the Alternative Investment Market (AIM), highlighting…
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Reeves considers changes to non-dom inheritance tax amid UK exodus – comment from Utmost Wealth Solutions
Chancellor Rachel Reeves is exploring reversing a decision to charge UK inheritance tax on the global assets of non-doms, following a spate…
