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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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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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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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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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Cash is back but so is equity income – Laith Khalaf, AJ Bell
Written by Laith Khalaf, head of investment analysis at AJ Bell Cash ISAs are definitely back on the menu this tax year,…
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Insight from Mazars’ Chief Economist, George Lagarias, on the risk of Fed hikes with bank stresses and inflation to counter
Written by Mazars’ Chief Economist, George Lagarias The three things I would tell my clients a. Central Banks are taking a risk hiking…
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Strong rationale for government to support fullest possible rollout of CDC schemes – LCP
In their response to the government’s CDC consultation, ‘Extending opportunities for Collective Defined Contribution Pension schemes’ which closes today, LCP strongly supports principles to…
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AIC renames three investment company sectors
The Association of Investment Companies (AIC) has renamed three of its investment company sectors following a sector review. The new sector names…
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Standard Life comments on the closure of the Value for Money, Collective Defined Contribution and Small Pots Consultations
Monday 27th March sees the closure of the call for evidence period of three critical consultations into the future of the UK pensions…
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What should employers consider when thinking about redundancies after a merger? Legal experts comments
Written by Aleksandra Traczyk, Associate at Winckworth Sherwood Stories have been aplenty on the recent banking M&A activity completed in a matter…
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Financial providers face ‘huge task’ in improving client communications, new survey finds
Consumers rarely read the essential communications sent to them by financial companies – such as pension companies, mortgage lenders and ISA providers…
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Rathbones targets modern slavery on multiple fronts in 2023 campaign
Rathbones, a provider of investment management services for individuals, charities and professional advisershas launched its fourth Votes Against Slavery engagement, securing support from a record…
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England’s out of kilter property market – rental stock accounts for just 5% of available homes in some areas of England
Research by the Gradual Homeownership provider, Wayhome, has highlighted the imbalance of the property market across England when it comes to the current…
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Study reveals more than half of Brits don’t want to go back to the office as UK marks three years since lockdown
More than half of UK workers have rejected the idea of working in an office again, research conducted to mark the third…