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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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Signs your business has been hacked amid retailer cyber attacks
Tech expert reveals four key hacker warning signs amid Co-op, M&S and Harrods cyber attacks Three major retailers in the UK have…
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Inheritance Tax Receipts raise £0.8 billion in one month
Inheritance tax receipts hit £0.8 billion in April 2025 according to data released by HM Revenue and Customs (HMRC) this morning. This is £97…
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HW Fisher reacts to rising Inheritance Tax Receipts: Jamie Morrison comments on HMRC April data
In response to today’s bulletin published by HMRC on the taxes it collected in April, Jamie Morrison, Head of Private Client, at HW Fisher…
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April borrowing figures compound fears of autumn tax rises
Lindsay James, investment strategist at Quilter comments on the public sector finance data from the ONS, the full comment can be seen…
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Tax receipts rise again with employer NICs changes set to be included next month
As the latest HMRC tax receipts and National Insurance contributions figures are released, Shaun Moore, tax and financial planning expert at Quilter shares…
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Adviser satisfaction reaches record highs, with Transact clinching the highest accolade
A recent study of approximately 900 advisers by research firm Investment Trends shows that adviser satisfaction with platforms has reached a record…
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15 years since ‘Bitcoin pizza day’ – AJ Bell’s Khalaf explores Bitcoin’s remarkable journey- and its link to pizza
As the cryptocurrency world marks Bitcoin Pizza Day today, advisers may find it an opportune moment to reflect on the evolution—and ongoing…
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Slight improvement but still six out of 10 ‘pension dippers’ shunned free Pension Wise guidance
Six in 10 (59%) of retirement savers who accessed a defined contribution pension in the last four years didn’t use the free,…
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Saturn’s co-founders discuss the future of financial advice in an AI-driven world
AI – it’s the buzzword on everyone’s lips, and the financial advice sector is no exception. In a recent episode of IFA…
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Scottish Widows turns to AI to speed up protection insurance claims and underwriting with Sprout.ai
Scottish Widows, part of Lloyds Banking Group, has partnered with insurance automation firm Sprout.ai to trial the use of artificial intelligence (AI) designed…
