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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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Parmenion group reports growth surge and doubling of platform flows
Parmenion today announces its full-year results for the year ending December 2024 reporting robust financial and operational performance. The annual report and…
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UK Homeowners are borrowing more to renovate, and not relocate
A growing number of UK homeowners are choosing to renovate their existing homes rather than move, with fresh data from Pepper Money revealing a…
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Wealth Management Study identifies size of HNW international life insurance market for first time
A 2024 Wealth Management Market Study for Utmost Group, performed by NMG Consulting, a global financial services advisory business, has for the first time…
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Building societies work hard to help first-time buyers finds Moneyfacts
Building societies are working hard to help first-time buyers get onto the property ladder, but more needs to be done to support…
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Reaction to Spanish Government plans for a 100% indirect property transfer tax on non-EU residents
The Spanish Government has recently presented to the Congress a new draft bill that intends, amongst other things, to impose a new…
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Spending Review 2025: HL experts highlight key points advisers need to watch out for in next week’s big government announcement
With the Chancellor’s long-awaited Spending Review set to be unveiled next Wednesday,11th June, financial advisers should be alert to the possible implications…
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Guardian’s second claims report shows 40% year-on-year growth in claims paid in 2024
Guardian has today announced it paid £21,344,290 million in claims payouts during 2024 across 238 life, terminal illness and critical illness claims.…
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Quilter Cheviot: Family funds and long-term wealth strategies
Authors: David Denton and Andrew Wilson from Quilter Cheviot As we face the ‘Great Wealth Transfer’—the largest generational wealth shift in history—and…
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Moneyinfo and ZeroKey partner to accelerate data access and integrations for advisers
moneyinfo, the leading client portal and app for wealth management and financial planning firms, has partnered with ZeroKey to simplify and accelerate adviser access…
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ABI calls on Government to back Private Sector Dashboards
The ABI calls on the Government to urgently reaffirm its commitment to enabling a thriving market of Private Sector Pensions Dashboards in…
