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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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Podcast #32 “Do you really know what’s under the bonnet of your client’s multi-asset portfolio?” With Canada Life Asset Management’s Jordan Sriharan
The rising popularity amongst advisers of multi-asset solutions to support their clients’ investment objectives is hard to ignore. But with so many…
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National Friendly: Opening the conversation on later care annuities
National Friendly explains the importance of discussing later-life care, and how later-life care annuity works. Of all the financial planning we can…
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Spring Budget preview: Chancellor will avoid repeat of mini-budget to steer clear of triggering panic among voters, says financial expert
Written by Harry Leyburn, of investment platform Saxo Jeremy Hunt will deliver his first Spring Budget as Chancellor later today in an…
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Why are MPS and model portfolio solutions proving popular with advisers in today’s challenging market conditions?
In the first episode of this mini-series of conversations, Justin Onuekwusi, Head of Retail Investments, EMEA at LGIM, explains how and why…
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Brooks Macdonald: fall in year-on-year readings of both core and headline CPI enough for markets to breathe a sigh of relief
Edward Park, Chief Investment Officer at Brooks Macdonald, has commented on today’s US consumer price inflation data. He said: “Bond markets have…
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Half of UK office landlords believe the office market is falling behind on environmental policies and half call for help
New partnership research between infinitSpace and Instant Group reveals challenges facing office landlords in the path to net zero
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UK jobs data – “There is a decidedly mixed picture right now” – reaction from recruiters
In response to the UK labour market data published this morning, recruiters have shared their views. Ken Brotherston, CEO at Godalming-based TALiNT Partners: “There is…
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PIMFA WealthTech Advisory Council grows to 20 firms with more expected to join in the coming months
PIMFA WealthTech has announced that the number of firms comprising its Advisory Council has grown to 20 firms. Launched by PIMFA, the…
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Square Mile’s Andrew Johnston comments on Silicon Valley Bank
Written by Andrew Johnston, Investment Director, Square Mile Investment Services The situation with Silicon Valley Bank (SVB) has unravelled at an incredibly…
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What is ChatGPT and why is AI suddenly a big deal? Analysis from WisdomTree’s Global Head of Research
Chris Gannatti (pictured) Global Head of Research, WisdomTree, lifts the lid on the latest tech trends taking the world by storm The…
