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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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CGT receipts will disappoint the Chancellor but growing demand for financial planning amid tax reforms and wealth flows
Despite Capital Gains Tax (CGT) receipts undershooting the Autumn Budget forecasts and a £20 billion downgrade to the Capital Gains tax-take predicted…
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The Psychology of Retirement: Scottish Widows’ Susan Hope explores how advisers can help clients make the switch to decumulation
Retirement isn’t just a financial shift – it’s a psychological one. Susan Hope (pictured), Business Development Director at Scottish Widows, explores how…
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Awful April: inflation spikes to 3.5% as industry experts reassess outlook on rates and client sentiment
UK inflation has surged to its highest level since early 2024, with CPI rising to 3.5% in the year to April 2025,…
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iPensions Group completes integration with Origo Dashboard Connector leveraging technology and expertise for seamless connection
iPensions Group is delighted to announce its successful integration with the Origo Dashboard Connector (ODC) as part of the UK Pensions Dashboard…
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Increasing annuity rates a good chance to ‘lock in’ a competitive level of retirement income
Returns available to pension savers on Guaranteed Income for Life solutions are setting new highs through early 2025, according to figures in…
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Inflation spike rattles mortgage market: can rates hold in June? Reaction
Property and mortgage lending professionals have shared their reaction as inflation climbs to 3.5% The surprise uptick in UK inflation to 3.5%…
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Savers must act says Moneyfacts – as top rates fall amid stubborn inflation
Savers will find there have been significant cuts and boosted competition since the latest base rate announcement. Moneyfactscompare.co.uk reveals the top rate deals available…
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L&G upgrades Group Critical Illness Cover
For an improved experience for employers and their employees L&G’s Group Protection business today announces that it has made some upgrades to…
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Cutting through the complexity of protection products
In a crowded and often complex protection market, advisers are dealing with an overwhelming number of product features and options. Jack Southcott,…
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Another UK lender offers for first time buyers – mortgage broker warns of the potential consequences
It’s been announced this week that two UK lenders – April Mortgages and Gable Mortgages– have now launched products for first time buyers that don’t require the…
