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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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Fund manager view: Franklin Templeton’s Cioppa outlines opportunities in technology and the ‘information age’
As digital disruption accelerates, Franklin Templeton’s Matt Cioppa, Portfolio Manager of Franklin Technology Fund, urges advisers to look beyond short-term noise and…
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Fundhouse MPS Launches on AJ Bell
We’re pleased to announce that the Fundhouse Model Portfolio Service (MPS) has been made available on the AJ Bell platform. Launched in…
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Pensions dashboards: RSM UK says clear communication is crucial to success
As large pensions providers begin connecting to the pensions dashboard, RSM UK says clear consistent communication will be crucial to its success,…
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Legal insight | The Renters’ Rights Bill – Birketts LLP highlights the key reforms of this new era for tenants and landlords
The Renters’ Rights Bill is set to bring sweeping changes to the UK’s private rental market, with significant implications for landlords, tenants—and…
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Assessing Trump’s biggest balancing act | Artemis’ Chris Kent explores the ‘One Big Beautiful Bill’ that’s coming down the line
From tariffs to tax cuts, Trump’s second term is shaping up like a three-ring circus – and he’s juggling semiconductors, Medicaid, and…
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ValidPath launches new website – supporting IFAs across their entire business lifecycle is essential
ValidPath, the network for Independent Financial Advisers, is today launching its evolved brand identity and newly designed website. In doing so it…
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SJP’s Dr Sarah Ruggins cycles length of UK and back in 5 days 11 hours 14 minutes
Sarah has taken the overall record, beating the fastest man by 6 hours 43 minutes and fastest woman by 4 days 17…
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Cazenove Capital receives two key accolades at the 2025 Citywealth Magic Circle Awards
Cazenove Capital, the wealth management business of Schroders in the UK, has been announced as the winner of two accolades at the Citywealth…
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AI cash surge triggering the rise of “zombiecorns”
Silicon Valley Bank has just released a report on VC funding for AI, which shows that 40% of the capital raised by US…
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Winter fuel payment U-turn may need new eligibility mechanism – Quilter’s Jon Greer
As part of his Prime Minister’s Questions session in the House of Commons today, Keir Starmer indicated that the government is reviewing…
