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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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Coventry for intermediaries reduces selected Residential rates
Coventry for intermediaries has reduced selected 2 and 3 year fixed residential rates by up to 30bps and extended end dates on…
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Puma VCT 13 hits £50 million fundraising target
Puma Investments, the alternative investment house, announces Puma VCT 13 has raised £50 million from investors reaching total target capacity for the…
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Royal London acquires Aegon UK’s individual protection book
The Royal London Mutual Insurance Society Limited, the UK’s largest life, pensions, and investment mutual has today announced it has reached an…
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Rathbones announces combination with Investec Wealth & Investment UK
The Boards and Management of Rathbones Group Plc and Investec PLC have announced that they have entered into a definitive agreement regarding…
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CISI Future Foundation charitable status confirmed & nine trustees appointed
The CISI Future Foundation has announced that, following the official launch in April 2022, charitable status has been granted and a total of nine trustees…
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Evelyn Partners acquires Cambridge-based Ashcroft Partnership LLP
The Wealth Management and professional services group says that the deal will expand the their professional services presence in the East of…
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Heightened economic uncertainties call for a certain humility & caution in portfolio positioning: analysis from Kingswood’s Thompson
In his latest weekly economic update, Rupert Thompson, Chief Economist at Kingswood, analyses market reactions to recent events and identifies upcoming market…
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Japan: new Governor, new opportunities?FundCalibre’s Darius McDermott shares his analysis plus 5 fund picks to consider
There’s a changing of the guard in Japan this month. On 9 April, Kazuo Ueda will succeed Haruhiko Kuroda as the new governor…
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Strong funding position is no blip as FTSE100 pensions position remains over £100bn for 4th consecutive quarter. Sponsors now need to embrace opportunities says LCP
The latest results by LCP’s Pensions Explorer at 31st March 2023 show that the combined estimated IAS19 pensions surplus of FTSE100 companies…
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Litigation firm, Quinn Emanuel, retained by Credit Suisse AT1 bondholders seeking recovery in UBS merger
Leading global litigation firm receives mandate from bondholders to represent their interests in the wake of Credit Suisse takeover by UBS. A…