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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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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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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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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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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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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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Over 50,000 estates left no will last year – a five year high
The number of estates where the deceased has left behind assets but not a Will has risen by 17% to over 51,140…
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Saturn strengthens support for advisers with first acquisition
Saturn, the AI and data partner to more than 350 advice firms has made its first acquisition having purchased Ateb Suitability from…
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59% of finance professionals still skip basic security, yet claim they could spot a cyber attack
Misplaced confidence about cybersecurity could be putting banks and other financial services firms at risk of being hacked, according to a new…
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Six in ten women are ‘mansplained’ to about financial matters
Six in ten (59 percent) women say that they have been ‘mansplained’ to about money matters, with a further 62 percent being…
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Mental Health Awareness Week: psychotherapist reveals the signs of employee burnout and how to minimise the risks
While stress is often discussed openly in the workplace, burnout remains a more elusive and misunderstood issue which can have serious and…
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Vitality calls for greater focus on burnout
For this year’s mental health awareness week, Vitality is drawing attention to the deterioration of employee mental health, as results from its…
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FCA Financial Lives – more progress needed on DC pension saving
The latest FCA Financial Lives, released today, finds that in 2024, a third (33%) of DC pension holders said they had less than…
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CIO outlook | uncertainty remains high so caution is warranted despite market rebounds says J.Safra Sarasin’s Bärtschi
Written By Philipp Bärtschi, chief investment officer at J. Safra Sarasin Sustainable Asset Management Political uncertainty weighs on global growth In the…
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No-fault divorce third anniversary – but is it a happy celebration?
Written by Emily Brand, Partner, Arbitrator and Head of the family team, and Alexandra Hirst, Senior Associate, at Boodle Hatfield LLP There…
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FCA Financial Lives Survey sparks industry calls for investment culture shift and greater support – reaction
The Financial Conduct Authority (FCA) this morning released its latest Financial Lives survey, laying bare the growing concerns over financial resilience and…
