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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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Women are 45% more likely to have inherited assets as the Great Wealth Transfer accelerates
LONDON, 10 June 2025 New research from Unbiased shows that female financial advice seekers are 45% more likely than men to have…
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Oakglen Wealth acquires Homebuyer Financial Services Limited
Jersey, 10th June 2025 — Oakglen Wealth Holding (Jersey) Limited (“Oakglen Wealth”), part of Oakglen Group, has acquired Homebuyer Financial Services Limited (“HBFS”),…
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Amid uncertainty, investors are increasingly turning to a financial adviser, finds Natixis IM’s Individual Investor Survey
10 June, 2025 – After 15 years of low rates, high returns, and relatively smooth sailing, individual investors around the world are concerned…
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How platforms can help soothe the nerves of advisers and their clients | Guest insight from Novia Global’s Linda Johnstone
In a climate of persistent market uncertainty and negative headlines, Linda Johnstone, Head of Investment Proposition at Novia Global, explores how platforms…
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All eyes on Reeves as spending review tests fiscal resolve: we explore what tomorrow might bring
Chancellor Rachel Reeves unveils her first major departmental spending review tomorrow, as markets, investors and global institutions await evidence that the UK…
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Smart Money People’s H1 2025 Mortgage Lender Benchmark records highest satisfaction rating since 2020 by brokers across all lending sectors
Smart Money People, the UK’s most comprehensive financial services review site, has released its H1 2025 Mortgage Lender Benchmark covering mortgage broker…
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Quilter Cheviot CEO to step down later this year
Quilter plc announces that, after 31 years with the business, Andrew McGlone will step down from his role as Chief Executive of…
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FCA appoints Sarah Pritchard as deputy chief executive to manage growing remit, support growth and drive reform
Sarah Pritchard has been appointed deputy chief executive of the Financial Conduct Authority (FCA). The new role has been created to…
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Brooks Macdonald launches Retirement Strategies to deliver clarity, choice, and confidence to advisers and clients
Brooks Macdonald today announces the launch of its new Retirement Strategies offering, a comprehensive suite of investment solutions designed to help advisers…
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Shepherds Friendly strikes deal to distribute IP via Simplybiz
Mutual Shepherds Friendly has signed a partnership agreement with Simplybiz as it accelerates its strategy to grow its intermediary footprint. Simplybiz, a…
