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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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32% of the UK have experienced bullying disguised as banter
Leading law firm, Irwin Mitchell, has recently conducted a nationally representative study into workplace behaviour. The recently heightened awareness of quiet firing led Irwin…
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Demand high for buying schemes but insufficient stock available in the current market
Research by the Gradual Homeownership provider, Wayhome, reveals that while Help to Buy may have closed its doors to the nation’s homebuyers, demand…
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83% of home sellers experience stress related health problems
The latest research by digital upfront property pack provider, Moverly, has found that 83% of home sellers to have sold a property in…
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Do mortgage comparison sites have a role in advice? – Brokers and advisers share their views
Free PR platform, Newspage, asked brokers what they think of mortgage comparison sites. Some believe they have a role, others believe they…
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The ECB Hikes Rates Amid Financial Market Volatility
By Konstantin Veit, Portfolio Manager at PIMCO The European Central Bank (ECB) raised its deposit facility rate by another 50 basis points…
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Aegon: Pensions set to be political football as Labour says it would reintroduce the Lifetime Allowance scrapped in Jeremy Hunt’s Budget
In his 15 March Budget, Chancellor Jeremy Hunt announced the removal of the £1,073,100 pensions lifetime allowance alongside a raft of other…
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Putting current mortgage rates in perspective – IMLA’s Kate Davies reassures advisers with her detailed analysis of today’s challenging mortgage market
Successive base rate rises and the highest inflation rates in almost 40 years have caused consumer concern about the affordability of mortgage…
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Credit Suisse remains too big to fail despite recent events
By Frédérique Carrier, Head of Investment Strategy for RBC Wealth Management in the British Isles Still reeling from the SVB collapse, European banks…
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Advice restrictions if overseas – justified or out of sync?
Currently, brokers may struggle, or are simply unable, to give advice when overseas, as the FCA, some banks and networks require them…
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How Jeremy Hunt’s pensions tax bonanza will boost savers and retirees
Written by Tom Selby, head of retirement policy at AJ Bell After over a decade of persistent cuts to pension tax relief,…