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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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Royal London extends online trusts to personal menu plans
Mutual insurer Royal London has made further improvements to its digital services by extending its online, signature-free trusts process to its Personal Menu…
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Six changes for the new tax year: Aegon’s Steven Cameron provides a useful summary of key considerations
As advisers sew up the busy last few days of the 2022/23 tax year, there is a long list of tax considerations…
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The Openwork Partnership launches new Partnership Development Model
The Openwork Partnership has launched its new Partnership Development Model, designed to provide additional support to partners and enhance the recruitment and…
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SimplyBiz and Comentis join forces on vulnerable clients’ support
SimplyBiz has announced it is working with tech provider Comentis to further strengthen the range of services it offers to help advisers…
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‘Proactively settled’ trial to proceed says the FOS as it publishes Feedback Statement on outcome reporting consultation
The Financial Ombudsman Service(FOS) has published its consultation Feedback Statement on proposed amendments to the way it reports business-specific complaints data. “Over…
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Six key points for pension savers as new tax allowance rules come in on April 6th
In his Budget last month Chancellor Jeremy Hunt dropped what was, in the world of pension taxation at least, something of a…
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Property considered essential to retirement finance: Only 1 in 5 wealthier homeowners haven’t factored their home into their later life planning
New research suggests that just one in five (20%) wealthier homeowners believe that their property will not play a role in their…
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Half of UK adults don’t have a Will
New research from Canada Life has found that one in two (50%) UK adults don’t have a Will. Perhaps surprisingly, a third of…
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One in 12 grandparents use property wealth to support grandchildren
Research from Legal & General Home Finance has found that grandparents are providing financial support for their grandchildren (79%) and one in 12…
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Unleash the Power of Laughter: Exclusive Data Reveals Humor’s Impact on Mental Health This April Fools’ Day
Stress Relievers’ Club, a leading online platform for stress management resources, has released exclusive data highlighting the mental health benefits of humour…