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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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Analysis reveals record-breaking private markets funds set for 70% growth by 2030
Global value of private assets held in funds has increased 9.6% this year to an all-time high of $14.05 trillion. Ocoria…
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9 things employers can do to look after their staff during the cost of living crisis
As the cost of living crisis continues, employers must recognise the importance of supporting their employees during these challenging times. From both…
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Homebuyer market activity dips 22% in Q1, as slower market conditions remain
Homebuyer demand dipped by -5.7% during the first quarter of 2023, with the market also remaining -21.6% off the pace when compared…
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Tax threshold freeze has almost tripled in size since its initial costings with next year’s freeze set to net £12 billion
The size of the UK’s ‘stealth tax’ threshold freeze over six years has almost trebled to £25 billion, compared to the £9…
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Supplement or substitute – How do advisers view ChatGPT’s potential impact on financial services?
AI technology is without doubt the future we are heading towards. However, what that future looks like is still unclear. How…
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Financial Ombudsman Service publishes its 2023/24 Plans and Budget
The Financial Ombudsman Service has published its 2023/24 plans and budget which sets out their ambitions for the next financial year. You…
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Douglas Grant comments on the outlook for SMEs as GDP grows by just 0.1%
Douglas Grant, Group CEO of Manx Financial Group PLC, Comments on the outlook for SMEs as GDP grows by just 0.1%. He said:“Latest GDP…
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CISI Educational Trust Global Awards 2023 total £19,000
For the first time the CISI Educational Trust Awards has this year expanded to include universities from overseas. CISI’s partner universities have…
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Legal Expert Raises Confidentiality Concerns Over Employees Inputting Sensitive Data into ChatGPT
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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New learning and development initiative for financial services professionals
Caroline Stuart and Melissa Kidd launch a new initiative today called The Co-Laboratory. Aimed at financial services professionals and with an emphasis on…
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ICYMI: How well do you know your EIS from your VCT? Octopus’ Jess Franks gives the lowdown for advisers
The end of the tax-year is fast approaching, with less than a week for advisers to get their clients’ affairs in order.…