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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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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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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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Surge in divorce settlements contested in the courts due to rising financial uncertainty
The number of divorce settlements being contested in the courts has surged to its highest level in 15 years, according to Nockolds,…
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Number of people making lump-sum withdrawals from their pensions as soon as they can reaches post-pandemic high of 120,000
120,000 individuals made lump-sum withdrawals from their pensions as soon as they could last year*, up 10% on the previous year, says…
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Artemis: Why credit spreads aren’t as tight as they seem
UK investors sold down a net £1.24bn of bond fund holdings in April, the second-worst month on record, even though net equity…
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FSCS confirms 12 firms were declared in default in April and May 2025
FSCS has confirmed that the 12 firms below were declared in default in the last two months – which means they have…
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What’s next for advice? Succession’s Graham Nicoll on culture, consolidation and closing the gap
In an ever-evolving world of financial advice, change is the only constant. Whether it’s the wave of consolidation reshaping the advice landscape,…
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Stephens: How will M&A transform the asset management industry in 2025?
The asset management industry is in the midst of a significant transformation. Fee pressure, regulatory demands, and technological shifts are reshaping the…
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Small firms feel the crunch when reviewing investment partners
When it comes to assessing and monitoring potential and current managed portfolio service providers, smaller firms are feeling the crunch more acutely.…
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The AI paradigm shift: How AI is fundamentally redefining business operations, competition, and growth
As AI accelerates from niche innovation to foundational infrastructure, financial advisers must understand the transformative impact this technology is having across industries…
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How client listening can fuel business development for professional services firms
In the following insight, Paul Roberts, CEO of MyCustomerLens, explores how new methods of AI-driven client listening can fuel business development, but…
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What the Spending Review means for advisers and clients – industry reaction
Chancellor Rachel Reeves has now delivered her much-anticipated Spending Review, setting out the government’s funding priorities for the next three years— focused…
