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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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Why now is the time to consider Multi-Asset Funds
In the face of market uncertainty, cash levels have increased significantly as investors have sought the perceived safety of holding this type…
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Brussels gives a leg up to OnlyFans scams: EU Commission cyber attack shows trend for ‘Black Hat’ hacks
Shameless hackers are targeting the world’s most prestigious organisations and governments to hijack their websites and use them to distribute spam and…
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Changing times for dental professionals – time for a financial review?
Specialist insurer Dentists’ Provident, looks at the changes affecting dental professionals and why now could be a great time for advisers to…
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The Elite Summit
The Elite Summit is an invitation-only, premium summit bringing leading private wealth management investors and innovative fund managers and consultants. The summit’s…
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Taking a modern approach to sustainable multi-asset portfolios
Written by James Purcell, co-author of Sustainable Investing in Practice If we cast our minds back to the early 2010s a typical…
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House prices predicted to continue to fall in 2023
New research from Canada Life reveals that six in ten (62%) equity release advisers predict that house prices will continue to fall in…
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Square Mile Academy of Funds: Ratings Round-Up for March 2023
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 79 interviews with investment professionals from 37 asset management groups over…
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FCA sets clear plan for next 12 months
In its Business Plan 2023/24, the FCA has set out an ambitious programme for the next 12 months to achieve better outcomes for…
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Cyclical Outlook Key Takeaways: Fractured Markets, Strong Bonds
By Tiffany Wilding, North American Economist, and Andrew Balls, CIO, Global Fixed Income, at PIMCO In today’s uncertain economic environment, it’s especially…
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Dealing with high inflation and the rising income tax take as part of the financial planning process
Andrew Storey, Group Innovation Director at EV, reminds advisers and paraplanners why it is so important to make robust and up to…