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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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Aegon sets out 5 Budget pension takeaways for advisers
Steven Cameron, Pensions Director at Aegon has given his 5 key pension takeaways for advisers following the Chancellor’s Spring Budget. He said:…
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Budget announcements – reaction from accountants, IFAs, brokers and IT experts
While almost all of Chancellor Hunt’s Budget details had been previously leaked, there were still some surprises in the details to get…
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Hunt brings relief to pension tax traps in ‘tinkering Budget’ – Evelyn Partners’ Head of Tax
Sian Steele, Head of Tax at wealth manager and professional services firm Evelyn Partners, says that with little or no action on…
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A new nil rate band… but not for everyone: Canada Life comments on Budget legislation re discretionary trusts
Chancellor Hunt announced in his Spring Budget there are to be changes to the taxation of low income generating discretionary trusts. The…
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Hunt scraps LTA and raises annual allowances in budget boost of retirement saving; Evelyn Partners’ Gary Smith shares his analysis and ‘surprise’ reaction
Chancellor Jeremy Hunt in his Budget today took the unexpected step of scrapping the pensions Lifetime Allowance altogether, while also raising the…
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Aegon’s Steven Cameron responds to The Chancellor’s Spring Budget pensions announcements as ‘massive rabbit from his Budget hat’
Steven Cameron, Pensions Director at Aegon, has commented on the various pensions announcements made by Jeremy Hunt this afternoon He said: “The…
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Pensions MPAA increase a boost for over 50s returning to work
After the Chancellor’s announcement in today’s Budget that the Money Purchase Annual Allowance will increase to £10,000, Jon Greer, head of retirement policy…
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Money set to ‘flood’ into pensions from higher earners following Budget – Steve Webb, LCP
A series of measures in today’s Budget will enable large numbers of people to resume pension saving or boost the level of…
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Homeowners nearly £500 better off annually than renters
The monthly cost of owning a home for first-time buyers is now £971 – £42 (4%) lower than the cost of renting…
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Chancellor announces abolition of lifetime allowance and other pensions changes – industry experts react
Following the Chancellor’s abolition of the lifetime allowance as well as other significant changes to pensions legislation in his spring budget announcement…