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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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East of England home to the highest demand for commercial real estate and rentals
Research by debt advisory specialists, Sirius Property Finance, has shown that the East of England is currently the most in demand region of…
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Advisers call out their biggest challenges and opportunities
Canada Life research has found one in two (51%) advisers polled say their biggest challenge this year is implementation of the Consumer…
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Salcombe most expensive place to buy a seaside home
Picturesque Salcombe in Devon is the most expensive seaside setting in Britain to buy a home, according to the latest analysis from…
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The CISI welcomes UK Government’s strategy to raise the importance of education and training in reaching net zero
The Chartered Institute for Securities & Investment (CISI) welcomes the UK Government’s updated Green Finance Strategy which importantly now recognises the key…
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Confidentiality concerns over employees inputting sensitive data into ChatGPT after Italy ban: useful analysis from legal expert
Richard Forrest, Legal Director at the UK’s leading data breach law firm, Hayes Connor, discusses the potential risks of employees sharing sensitive…
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Do today’s Halifax March HPI data signal a ‘spring bounce’ for house prices? Reaction from estate agents and brokers
The latest HPI data released by the Halifax today has revealed that average house price increased by +0.8% in March (following +1.2%…
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PFS releases statement announcing independent governance review
This afternoon, the Personal Finance Society (PFS) has announced an independent governance review. Conducted by Integrity Governance, the PFS says that this…
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Cooper Parry Wealth Acquires Future Perfect
Cooper Parry Wealth (CPW) has just acquired successful London-based financial planning business Future Perfect. Founded in 2005 by Nick Crowe and Sue Royle,…
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Podcast #36 – Why diversification and risk management really matter in multi-asset investing: With Brooks Macdonald’s David Appleton
It’s an investment theme for today’s IFA Talk Podcast, as Sue and Brandon welcomed David Appleton as this week’s guest. David is…
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How Wesleyan offers a compelling investment solution for advisers and their clients
In this Q&A, Nick Henshaw, Head of Intermediary Distribution at Wesleyan, the financial services mutual, explains how and why he believes Wesleyan…