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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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Dynamic Planner launches Advice 2025 – an independent industry health check
Digital advice platform, Dynamic Planner, has reported the launch of Advice 2025, a brand-new independent survey undertaken with over 400 advice professionals…
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FCA to lift ban on crypto ETNs to support UK growth and competitiveness
The Financial Conduct Authority (FCA) has reported that it is proposing to lift the ban on offering crypto exchange traded notes (cETNs)…
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Yorkshire BS is UK’s most productive mutual – as UK’s most efficient building societies are ranked
Yorkshire Building Society is the most efficient in the UK according to new research from fintech Target Group. The analysis, conducted by…
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FCA allows firms to experiment with AI alongside NVIDIA
The Financial Conduct Authority (FCA) has announced today that it will launch a Supercharged Sandbox to help firms experiment safely with AI…
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The ocean is running out of fish – T.Rowe Price’s Visser warns why we can’t afford to look away
Written by Willem Visser, Sector Portfolio Manager, Impact and Emerging Markets at T. Rowe Price As we mark World Ocean Day today, 8th June, many will…
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Revealed: 75% of teachers report receiving no AI training whatsoever, despite 56% saying they want it
The GoStudent Future of Education Report 2025, based on insights from 5,000+ students and parents and 300 teachers, highlights a growing training…
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Savers shouldn’t be complacent about changes to the ISA allowance” warns building society boss
Darlington Building Society’s chief executive has urged UK savers, particularly everyday and low-income savers, not to sleepwalk into missing out on the…
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Rising costs and compliance risks prompt UK businesses to rethink freelancer use
Flexible staffing tech platform Coople has conducted a new survey, exploring how UK businesses feel about the recent changes to National Insurance Contributions and…
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Less than two-thirds of employers ‘very confident’ their pension scheme is compliant with automatic enrolment regulations
Less than two-thirds (57%) of employers are ‘very confident’ that their pension scheme is compliant with automatic enrolment regulations, according to new…
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Wealth tax changes drive renewed client focus on cash
Wealth tax changes announced in the last few months are changing the way that advisers need to approach cash management for their…
