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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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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…
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Foundation Home Loans adds Short-Term Lets to Property Plus proposition and removes £100k minimum loan threshold across Property Plus range
Foundation Home Loans, the intermediary-only specialist lender, has announced a series of enhancements to its Property Plus range, including the acceptance of Short-Term…
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1m pensioners now paying tax at 40% or above – doubled in 4 years – amounts to a ‘triple whammy’ says Steve Webb
New figures from HMRC, obtained under the Freedom of Information Act by LCP Partner Steve Webb, show that the number of pensioners…
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New research report reveals widespread frustration with homebuying process and strong appetite for digital transformation
The Open Property Data Association (OPDA) has today published a major new report, The Future of Homebuying: Consumer Expectations and the Path to…
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Financial services leaders outline four key pillars to unlock UK growth potential
A new report from PIMFA, UK Finance and KPMG UK has revealed opportunities for how the government can further support the UK’s…
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Fixed bond and ISA rates drop across the spectrum finds Moneyfacts
Moneyfacts UK Savings Trends Treasury Report data shows average fixed rate bond and ISA rates fell across the spectrum month-on-month, for the first…
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Octopus doubles down on Seccl, with new investment in reshaped management team
Seccl, the embedded investment platform, is preparing for dramatic expansion on the back of further investment from Octopus in a reshaped management…
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Demand for support for Parkinsons and other long-term conditions is up 30%, finds RedArc
Demand for support for Parkinson’s cases has increased by 75% YoY, 33% for Arthritis, 22% for Fibromyalgia, and 11% for Multiple Sclerosis,…
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EY Future Consumer Index: brand loyalty declines as financial concerns persist
Despite ongoing financial concerns, UK consumers are increasingly prioritising value over brand loyalty, according to the latest EY Future Consumer Index. The 2025…
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Two thirds of platforms failing to provide holistic CGT support for advice firms
Research published today by tax reporting experts FSL, shows more than two thirds of platforms are not providing advisers with holistic CGT planning…
