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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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What the Autumn Budget could mean for pensions
As the Government attempts to balance the books in the upcoming Autumn Budget on November 26 and tackle the 30–50 billio…
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Estate planning with Family Investment Companies – controlled wealth transfer
As we approach the ‘Great Wealth Transfer’—the largest generational wealth transfer in history—and navigate an increasingly complex tax landscape, estate planning has…
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Mental Health Awareness Week: experts warn about burnout in finance sector and offer tips for employers
Mental Health Awareness Week, an annual event run by The Mental Health Foundation, takes place this week (12th – 16th May 2025.) The event…
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Pepper Money scales up wellbeing retreat to support more brokers than ever
Specialist lender Pepper Money is expanding its broker wellbeing programme with its biggest-ever Retreat series to date, launching this month. Designed to…
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Hodge reduces affordability stress rate – unlocking 20% more borrowing power for homebuyers
This week, Hodge has announced a reduction in its affordability stress rate calculations, a move designed to support more customers in achieving their mortgage…
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The Mortgage Works again cuts buy-to-let and limited company mortgage rates
The Mortgage Works will again be cutting rates on selected buy-to-let and limited company products for new and existing customers by up…
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Santander to cut fixed-mortgage rates by up to 0.18%, introducing more sub-4% three-year fixed rate products
Santander UK has announced that, from Tuesday 13 May, it is reducing interest rates across its mortgage products including its home mover,…
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Phoenix Group marks Mental Health Awareness Week with renewed commitment to employee wellbeing
Commenting on the importance of Mental Health Awareness Week, Chief People Officer Sara Thompson said:“Mental health struggles are a huge driver of…
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Mental Health Awareness Week – 6 ways employers can boost employee wellbeing
One in five UK employees has taken time off due to poor mental health, as searches for “how to handle stress at…
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Tech expert on how to prepare for key windows 10 changes
Businesses need to prepare now for the “end of life” of Windows 10 in October, a leading technology expert has warned. Microsoft…
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HMRC simplifies tax reporting as more taxpayers face Self Assessment amid shrinking allowances
Rachael Griffin, tax and financial planning expert at Quilter, comments on HMRC’s tax update on simplification, administration and reform: “The government’s decision…
