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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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Gold hits record high following UBS acquisition of Credit Suisse over the weekend
The news that Swiss banking giant, Credit Suisse, is being acquired by Union Bank of Switzerland (UBS) and the wider concerns over…
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6 Practical Tips for IFAs to help ensure your customer interactions comply with the Consumer Duty
Written by Matthew Westaway, CEO, Voyc The Clock is Ticking… The new Consumer Duty has raised demanding expectations for UK financial services…
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Majority of investors in VCTs use them to save for retirement
Most investors in venture capital trusts (60%) are using them as a way to save for their retirement, according to a survey1 from…
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Market report: Emergency takeover of Credit Suisse fails to quell turmoil
Written by Susannah Streeter, head of money and markets, Hargreaves Lansdown Credit Suisse was on life support and Swiss authorities believed only…
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Perspective acquires three firms in Huddersfield, Cardiff and Whitstable
Perspective Financial Group Ltd has announced that it has completed three further acquisitions with the purchase of HNH Financial Services Ltd (HNH)…
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Commercial vs residential – which is providing a stronger return in the current market?
Analysis by peer to peer real estate investment platform, easyMoney, has revealed that when it comes to the returns currently being seen across…
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Demand for financial education in schools jumps by 10%
There’s been a 10% increase in the number of 15 to 18-year-olds who want to learn more about money and finance in…
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Reforms to the ESG labelling regime may catalyse new claims in the investment fund sector
Written by Kate Gee, Counsel at Signature Litigation and Alasdair Marshall, Associate at Signature Litigation. ‘Greenwashing’ is the practice by which misleading, inaccurate…
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Why is now the perfect time to use Flagstone’s cash deposit platform?
In a three-part series with IFA Magazine, Flagstone‘s Head of Relationships and Business Development, Claire Jones explores how using Flagstone can help advisers…
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Fundpath takes on fuel with £4m late seed funding round
Fundpath, the data and technology business bridging the information disconnect between asset managers and wealth managers, have confirmed the completion of a…