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Trending Articles
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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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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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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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PEXA completes UK’s first fully digital property purchase
PEXA, the digital property exchange platform, today announces the completion of the UK’s first fully digital Purchase transaction. The transaction took place as part of the testing of PEXA’s Sale & Purchase proposition ahead of its fulllaunch and wider market roll out later this year. It marks an important milestone in PEXA’s mission tostreamline the home buying and selling journey. Hinckley & Rugby Building…
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Oxford Risk launches ‘the art of behavioural investing’ to boost financial literacy
Oxford Risk, a global leader in behavioural finance, in collaboration with professional learning platform 42Courses, is launching The Art of Behavioural Investing.…
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The Openwork Business School leads the way by adding market-leading protection qualification to its courses
Openwork is pleased to announce the addition of a new professional protection qualification to the Openwork Business School’s curriculum for advisers. The…
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Oxford Capital backs NavLive to bring real-time “scan-to-plan” technology to construction and infrastructure sectors
Oxford Capital announces its recent investment in NavLive, a University of Oxford spin-out that uses artificial intelligence and LiDAR to turn any building into…
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The Openwork Partnership celebrates 20 year anniversary with £1m fundraising campaign for The Openwork Foundation
To celebrate 20 years working together, The Openwork Partnership has set an ambitious goal to raise £1 million for The Openwork Charitable…
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First quarter sees record gross advised platform sales and outflows fall. Market volatility affects asset growth despite record sales
There was good news for advised platforms in Q1 with record gross sales of £22.10bn representing the highest quarterly total on the…
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Latest Nationwide HPI ‘marginally stronger’ as annual house price growth edged higher in May
Annual rate of house price growth increased marginally in May to 3.5%, compared to 3.4% in April, with prices in predominantly rural…
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Gen Z in crisis: 25% say they cannot afford basic living costs on current income
Gen Z may be digitally fluent and financially motivated – but new data shows they are navigating a difficult landscape of judgement,…
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Mattioli Woods and Kingswood combine to create leading wealth management group
Mattioli Woods, the specialist wealth and asset management business and the Kingswood Group, a respected wealth and investment management firm, are pleased…
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Unexpected costs hampering transactions for two thirds of UK homebuyers
New research from Smoove, the UK’s leading software provider in the conveyancing comparison space, today reveals that nearly two thirds (62%) of…
