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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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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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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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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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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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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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‘Bed and ISA’ transactions increase by 387% since Chancellor’s wealth tax raid announced in November
Chancellor Jeremy Hunt’s wealth tax raid from 6 April has precipitated a near four-fold increase in Bed and ISA transactions since he…
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Millions of small shareholders face a tax tsunami from April
An estimated 1.8 million more people will be paying dividend tax by 2024/25, according to figures released by HMRC under a Freedom…
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Baronsmead VCTs raise £50mn in oversubscribed share offer
Baronsmead Venture Trust plc and Baronsmead Second Venture Trust plc (the Baronsmead VCTs), managed by specialist alternative asset manager Gresham House, have…
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Global Returns Project partners with Mindful Wealth
The Global Returns Project (GRP), a UK registered charity connecting investors with the world’s most impactful climate philanthropy, announces its new partnership…
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Mortgage Brain and LMS announce strategic partnership to streamline conveyancing process
LMS, the UK’s leading conveyancer services provider, today announced its new partnership with Mortgage Brain, the mortgage technology experts, on LMS SELECT. The…
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Business optimism abounds as advisers contemplate challenges in the months ahead
The majority of financial advisers, paraplanners and business owners feel optimistic about business in the coming months, despite concerns about external factors such…
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Carbon emission pricing the key, as investors underestimate the impact of ‘climate procrastination’
According to a new report published today from Legal & General Investment Management (LGIM), policy inaction, especially on carbon emission pricing, is…
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3/4 NHS staff want to quit
The brutal reality of working in the NHS today is revealed with 78.5% of NHS workers considering leaving the NHS, according to…
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Podcast #35: How can Flagstone help maximise the return on your clients’ cash?
In an IFA Talk first, our podcast this week explores the benefits of cash deposit accounts. With so many deposit account options…
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UK’s first football investment fund set to kick off
Alliance Fund, is set to launch its dedicated sports investment fund as of 30th March 2023, with £1m of investment already made…