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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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HMRC publishes research around ‘hypothetical’ cuts to salary sacrifice for workplace pensions – shows potential cuts ‘firmly on the agenda’ says Steve Webb, LCP
Steve Webb shares his reaction to latest Government research published today and commissioned by HMRC entitled “Understanding the attitudes and behaviours of…
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Eleos Life launches plug-and-play life insurance and disability insurance in the US
Eleos Life, a fully digital provider of embedded disability insurance and life insurance in the U.K., announces its entry into the U.S.…
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Trump’s 50% tariff a dramatic transatlantic escalation: T. Rowe Price
Written by Tomasz Wieladek, chief European economist at T. Rowe Price US President Donald Trump’s announcement of a sweeping 50% tariff on…
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The Openwork Partnership welcomes Bain Capital as Strategic Investor as Network continues Growth Story
The Openwork Partnership (Openwork), one of the UK’s largest financial advice networks, today confirms the completion of the transaction that sees Bain…
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Rural rules the roost as countryside homes plough ahead of urban properties for house price growth
According to Nationwide, house prices in predominantly rural areas have risen by 23% over the last five years, compared to 18% in…
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Older and retired borrowers shunned by major mortgage lenders
Older borrowers with secure incomes are being refused the mortgages they want and can afford by the big six lenders, according to…
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Confidence rebounds as resilient investors take advantage of opportunities
HL investors’ confidence rebounded strongly in May, with confidence in all regions higher than the month before, a confidence in the UK…
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5-year fixes top choice, Says Landbay
Buy-to-Let (BTL) mortgage brokers are overwhelmingly recommending fixed-rate mortgages to landlords, with 5-year fixed products emerging as the top choice. The research,…
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Estates without a valid will reach five-year high: over 51,000 cases in the last year
The number of estates where the deceased has left behind assets but not a Will has risen by 17% to over 51,140…
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10 years on, Britain’s housing crisis deepens: leasehold and stamp duty concerns soar and aspiration to own hits rock bottom
New research reveals that while traditional housing problems like affordability and availability persist, concerns around the leasehold system, stamp duty, and the…
