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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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Air turns the spotlight on the changing over-50s customer
Market-leading later life lending platform Air is putting the changing face of the over-50s customer at the heart of its National Later…
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Leasehold Reform Bill Aims to implement key changes, raising challenges for professionals and clients
Comment from the Association of Leasehold Enfranchisement Practitioners (ALEP) By Katherine Simpson, Partner at Edwin Coe LLP In July 2020 the Law Commission…
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The business of better advice | IFAM 139 | June 2025
Welcome to the June edition of IFA Magazine – our Better Business special edition. Summer may be around the corner, but in…
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Five Reasons to Invest in Japanese Equities Amidst Current Global Uncertainty
With wide ranging geopolitical uncertainty, and the full economic consequences of potential tariffs by the United States unknown, investors might understandably be…
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How UK Platforms are redefining growth through tech and transformation
A new benchmarking report published today by The Platforms Association, the trade association for the investment platforms sector, has highlighted huge optimism for…
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Almost 1 in 3 young mortgage holders have no protection cover – LifeSearch and HomeOwners Alliance
Young adults are working hard to step onto the property ladder – but many are doing so without the protection in place…
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Intergenerational wealth transfer is major client priority as financial planning firms invest in technology to enhance client experience
Clients of financial planning firms are increasingly looking for support with long-term priorities across retirement, estate planning and intergenerational wealth transfer, according…
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Scottish Widows launches a pre-application underwriting decision tool for advisers
A new pre-application underwriting decision tool can be accessed via the Scottish Widows dashboard and is the quickest and most accurate way…
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Mandating pension investment in UK assets ‘risky’ move that could worry savers
David Brooks, Head of Policy at leading independent consultancy Broadstone comments on the latest Pensions Investment Review. “The Pensions Investment Review is…
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A quarter of investors have sold at a loss in the past year according to new research
Economic unrest risks investors making poorly-timed decisions, but research shows it has historically been more fruitful to stay invested than make any…
