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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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Rathbones Asset Management appoints specialist to multi-asset team
Rathbones Asset Management Limited (RAM), has appointed Thomas Whitfield as the investment specialist for the Rathbone Multi-Asset Portfolio fund range. He will…
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STEP reacts to the Law Commission’s reform of wills, including recommendations that marriage will no longer revoke a will
STEP, the professional body for trust and estate practitioners, has announced its initial response to the publication by the Will Commission of its Report: Modernising…
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New figures show Govt. failing to reach ‘vast majority’ of mothers still suffering from state pension underpayments – ‘deeply disappointing’ says Steve Webb, LCP
New statistics and supporting research published today by DWP show that efforts to fix state pension underpayments have so far failed, according…
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Increase in US buyers enquiring about homes for sale in UK
A new report from the UK’s biggest property website Rightmove, reveals that the number of people enquiring from the United States about…
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Origo enhances Unipass Transfer Tracking as service hits over 20,000 pension transfer searches
Over 20,000 pension transfers have been searched for by advisers on Origo’s recently launched Unipass Transfer Tracking portal, as further enhancements are…
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Finding your study strategy for professional qualifications – we offer practical tips for advisers and paraplanners studying for exams
Let’s face it—balancing a career in financial advice with the demands of professional exams can sometimes feel like juggling chainsaws on a…
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Oberon AIM VCT relaunches in anticipation of a small cap rebound, based on historic trends in comparable economic cycles
Oberon Investments, the boutique investment management, wealth planning and corporate broking group is pleased to announce the relaunch of the Oberon AIM…
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Only 68% of people transferring their DB pension left satisfied with their choice
Analysis by leading financial services consultancy Broadstone of the latest Financial Lives Survey from the Financial Conduct Authority (FCA) finds a concerning…
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Adviser optimism surges as Consumer Duty and tech-driven strategies strengthen business outlook finds FE fundinfo adviser survey
81% of advisers favour integrated systems over multiple “best of breed” solutions, according to FE fundinfo’s 2025 Financial Adviser Survey FE fundinfo,…
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Industry professionals comment on the latest IHT receipts for April
With the news of Inheritance Tax receipts for April 2025 reaching £0.8 billion, industry experts and professionals have shared their expertise: Ian…
