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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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The Private Wealth Management Summit
The Private Wealth Management Summit is an invitation-only, premium summit bringing leading private wealth management investors and innovative fund managers and consultants.…
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LMS DART successfully processes over 16,000 remortgaging cases
LMS, the UK’s leading conveyancing services provider, has today announced that its Decisioning and Automated Remortgage Technology (DART), has already processed more…
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ONS retail data: “UK economy is proving far more resilient than many thought” – reaction
Following the stronger than expected retail sales data published this morning, Simon Jones of InvestingReviews.co.uk and Samuel Mather-Holgate of Mather & Murray Financial…
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Preparing for the changing regulatory landscape
Written by Clare Beardmore, Director, Legal & General Mortgage Club Since the onset of COVID-19, global financial markets have been in a…
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New Handelsbanken research finds more than a quarter of women have no pension savings
Fewer women than men have pensions, and those who do are saving less than their male counterparts, reveals independent research conducted on…
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LCP launches new approach to responsible investment to focus industry attention on action
LCP has launched a new responsible investment philosophy to help focus industry attention on concrete action to address systemic risks posed by issues such…
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SEI Extends Relationship with Evelyn Partners
SEI today announced a new agreement that will extend its relationship with leading UK wealth manager Evelyn Partners Investment Management Services Limited…
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Bank tightens again, but the end of the rate-hiking cycle nears – Laith Khalaf, AJ Bell
Laith Khalaf, head of investment analysis at AJ Bell, comments on the latest decision by the Bank of England’s Monetary Policy Committee to raise rate…
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Bank of England hikes base rate to 4.25% – reaction
The Bank of England has just increased the base rate to 4.25%. Wealth managers, mortgage brokers, investment and property market experts have shared…
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What does the latest Bank of England 0.25% rate rise mean for SMEs and Venture Capital? Experts share their views
Today’s 0.25% hike by the Bank of England’s MPC clearly has implications for SMEs across the UK – especially given yesterday’s shock…