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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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Hunt’s new childcare plans make punitive £100,000 earnings cliff-edge eye-watering
Written by Laura Suter, head of personal finance at AJ Bell Parents who hit the £100,000 earnings threshold will be hit with…
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Chair of VCTA comments on Spring Budget
Will Fraser-Allen, Chair of the VCTA, has commented on the Spring Budget announcement made yesterday by Chancellor Jeremy Hunt. He said: “Yesterday’s…
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‘We’re by no means out of the woods yet’ says IFS’ Paul Johnson, as he comments on Spring Budget
Following Jeremy Hunt’s Spring Budget Statement yesterday and subsequent OBR report, Paul Johnson, Director at the Institute of Fiscal Studies (IFS) has…
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Schroders: Chancellor’s budget attempts to lift medium-term growth face challenges
The outlook for the UK remains challenging despite a raft of budget measures to boost growth, and positive short-term news from the…
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Three-quarters of advisers behind on their Consumer Duty implementation finds Copia Capital
A survey of advisers by Copia Capital Management (Copia) reveals that almost three-quarters of advice firms polled are either behind the curve…
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IFAs say obsessively checking investment apps can be “hazardous to your wealth”
With a third of investment app users (35%) checking their balance every day and nearly half having three or fewer assets in their…
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Abolition of LTA could have drastic impacts on HNW divorces according to legal expert
Following the abolishing of the Pensions Lifetime Allowance announced by Jeremy Hunt in his Spring Budget, its removal is big news for…
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Doctors retiring with lifetime allowance charges urged to delay to avoid bills
Following the abolition of the lifetime allowance and how that will impact doctors in the NHS, Graham Crossley, NHS pensions expert at Quilter has…
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Seccl makes trio of hires, appointing new heads of growth, operations and engineering
Seccl, the Octopus-owned embedded investment platform, has added further strength to its senior team as it continues to rapidly scale. Kim Campbell…
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Where next for Fixed Income?
M&G Public Fixed Income Team A better starting point for bonds in 2023 Bond markets experienced one of their sharpest sell-offs on…