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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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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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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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Pension pot needed for a ‘comfortable’ retirement falls to £682,000
New calculations from Quilter, the wealth manager and financial adviser, reveal that a single person now needs a pension pot of £682,000…
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Mortgage market unpacked: Twenty7tec’s May 2025 analysis
Mortgage market activity continued its steady rise in May, according to the latest figures from adviser tech provider Twenty7tec. Total search volumes rose…
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Government promises sweeping changes under the Pension Schemes Bill : AJ Bell’s Rachel Vahey delves into the detail
The government today published the Pension Schemes Bill, setting out a raft of legislative changes it believes will bring about pension reform, the bill…
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Modernising Wills Law: Legal expert explains what financial advisers need to know about these important changes
As the Law Commission unveils landmark proposals to bring Victorian-era Wills law into the 21st century, Tamasin Perkins (pictured), Partner at international…
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Fidelity International: Pension Schemes Bill will define government’s legacy for pension members
James Carter, Head of Platform Policy, Fidelity International, comments on the release of the Pension Schemes Bill and how he beleives, this…
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Industry professionals share insights on the Pensions Schemes Bill
With the recent publication of the long-anticipated Pension Schemes Bill, a significant milestone has been reached in the ongoing evolution of the…
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Rightmove reports busiest May for property sales agreed since 2021
The latest insights from Rightmove, the UK’s largest property platform, show that it was the busiest May for agreed property sales since…
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The “retail revolution” will drive 50%+ of private market flows by 2027
State Street Corporation (NYSE: STT) today launched its global Private Markets Survey Report “The New Private Markets Advantage”. Among the key takeaways,…
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Nationwide cuts mortgage rates for new and existing customers
Nationwide will be reducing rates by up to 0.12 percentage points across selected two, three and five-year fixed rate products with the…
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M&G Investments appoints Neil Godfrey as Global Head of Client Group
M&G Investments today announces the appointment of Neil Godfrey as Global Head of Client Group to lead all distribution, marketing and client…
