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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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Two-thirds of Premium Bond holders never win a prize despite increase in prizes worth £50 and £100
A Freedom of Information (FOI) request obtained by AJ Bell’s Dodl investing app reveals that nearly two-thirds of Premium Bond holders, equivalent…
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UK secures first Trump 2.0 era trade deal: What it means for financial advisers and their clients
The UK has become the first country to secure a trade deal with the new Trump administration, marking a significant, albeit symbolic,…
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The power of people: how culture and trust shape successful IFA acquisitions
For over two decades, AFH Wealth Management has been steadily acquiring IFA firms, building a business that prioritises long-term stability, strong cultural…
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Nationwide cuts rates for new and existing customers looking for a new mortgage deal with rates starting from 3.84%
Nationwide is again cutting mortgage rates with the latest changes seeing switcher and remortgage rates reduced by up to 0.22 percentage points.…
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Bank of England offers a downbeat assessment of Trump’s trade war, but good news for low-income families and homeowners says Resolution Foundation
The Bank of England’s take on the impact of President Trump’s first 100 days on the UK economy was low on growth and high on uncertainty, but…
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Bank of England cuts interest rates – experts share views on what it means for advisers and clients
The Bank of England has taken another step toward easing, cutting the base rate from 4.5% to 4.25% in a widely anticipated…
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Good news for borrowers as Bank cuts UK interest rates – experts share analysis and reaction
With markets widely anticipating a cut from the Bank of England today, the key question was whether it would be 25 or…
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Royal London Equity Release enhances adviser experience with the launch of new portal
Royal London Equity Release today announces the launch of its new Broker Portal, designed to streamline the case management process for advisers.…
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AI replaces financial advisers’ most hated task
AdvisoryAI, award-winning AI platform for financial advisers, and Plannr, a trusted leader in financial adviser technology, has gone live with an integration…
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15.3 million people today are at risk of retirement poverty
Rising living costs have worsened the nation’s retirement outlook since 2023. Two fifths (39%) of people in the UK aren’t on track for…
