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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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Deepbridge Capital reports second successive year of record funding levels
Venture capital investment manager, Deepbridge Capital has today announced that it deployed a record £31.5 million into early-stage technology and life sciences…
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10 digital issues to address in financial services to deliver a frictionless customer experience
Today’s financial institutions face a data deluge brought on by digital transformation. But according to M-Files, a global leader in information management,…
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Macron and the markets: Analysis of the French election outcome
By Nicolas Sopel, Senior Macro Strategist at Quintet Private Bank. Emmanuel Macron won a second term as French President, defeating Marine Le…
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3 tips to consider when dealing with a client who is at risk of making poor financial decisions due to stress
By Luke Worthy, Wealth Planner at Kingswood. It’s a well-known fact that stress can cloud judgement. In any situation, this can be…
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Confidence plunges across UK manufacturing sector – CBI
Business optimism in the manufacturing sector has tumbled, research published Monday showed, after growth slowed and costs surged. According to the latest…
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1/3 of UK families share financial advisers to help with the rising cost of living
One in three (33%) advised families use the same financial adviser as another generation of their family – or in-laws, according to…
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How will China’s new lockdown impact them as an investment destination? – George Lagarias
George Lagarias, Chief Economist at Mazars, comments: “China is the origin point of supply chains. Unlike Wuhan, Shanghai is China’s biggest port…
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Britons borrowing more as cost of living mounts – ONS
Nearly 90% of British adults reported an increase in the cost of living last month, data from the Office for National Statistics…
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SimplyBiz announces launch of ‘Profitable Business Focus Week’
SimplyBiz has today launched a dedicated ‘Profitable Business Focus Week’, designed to support its member firms in running a profitable business. ‘Profitable…
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M&G invest in latest fund by Cambridge Innovation Capital
M&G announces it has invested in the latest fund by Cambridge Innovation Capital (“CIC”), the venture capital investor focused on building world-leading…