Equiniti
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Cashing in on (European) liberation day trades
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From pots to property: Scottish Widows’ Carolyn Jones highlights why it’s time to rethink how homes are used in retirement planning
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Benchmark partners with amicable to support advisers with wealth transfer conversations
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Navigating the Regulatory Tide: How Advisers Can Build Resilient Retirement Income Strategies
As the regulatory landscape continues to evolve, financial advisers are under increasing pressure to demonstrate that their retirement income advice delivers good…
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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% surge…
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Gold’s panic-free rush nears £3,000 as first-time UK bullion buyers triple
UK gold investing has jumped as bullion prices run to fresh all-time highs near £3,000 per ounce, with world-leading precious metals marketplace…
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AJ Bell launches parliamentary petition demanding ‘Pension Tax Lock’ protecting tax-free cash
AJ Bell has launched a new parliamentary petition demanding government commit to retain key pension tax incentives, ending damaging speculation over the…
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Optimism Ahead of Autumn Budget | Tax-Efficient Investment Magazine Issue 1 | October 2025
Hello and welcome to the very first issue of our Tax-Efficient Investment (TEI) Magazine! You may have seen that we recently rebranded…
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UK accountants to Chancellor: cut business costs or cut growth
New research from leading global accountancy body, ACCA (Association of Chartered Certified Accountants) reveals a stark picture of declining economic confidence, mounting…
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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 outlook. This outlook is conditioned…
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Experts weigh in on Halifax figures revealing 1.3% house price growth
UK house prices edged up 1.3% in September, according to the latest Halifax data, signalling modest growth amid continued affordability pressures. While…
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Government credibility collapse drags UK dealmaker confidence to record lows – CIL’s Investment 360 Index
Sentiment about the UK’s short-term economic outlook has collapsed, according to CIL’s latest Investment 360 Index. Among UK dealmakers, 57% are negative…
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Steve Webb: Millions of pension records ‘set to be deleted’ – could ‘fatally’ undermine efforts to correct state pension errors
A new FOI reply received by Steve Webb has revealed that there is a risk of millions of historic state pension records…

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IFA Talk Podcast – listen to the latest episode
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Fidelity’s Market Week: Tom Stevenson, Fidelity International, comments on gold – and other market forces this week
Gold surges and global markets roar ahead as investors chase safe havens and growth opportunities. Tom Stevenson, Investment Director at Fidelity International,…
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Experts react on the Government’s ‘biggest shake to the homebuying system in this country’s history
Government proposals to overhaul the homebuying process have sparked cautious optimism across the property industry. While many welcome the renewed focus on…
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Why early estate planning is key to effective generational wealth transfer | legal insight for advisers from Collyer Bristow experts
When it comes to passing on wealth, hindsight is no substitute for foresight. In this exclusive IFA Magazine article, we’re grateful to…
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Private client portfolios rise in Q3 as sentiment towards bonds falls
New analysis from ARC Research shows private client portfolios continued to perform strongly in Q3, but sentiment among CIOs towards bonds has…
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NI&P Podcast #17: Are advisers missing the trick when it comes to insurance & protection? With The Exeter’s Jamie Page
The latest New Insurance & Protection special edition of IFA Talk shines a light on an issue that impacts millions of households across…
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Autumn Budget: UK Banks in the crosshairs
UK banks could face higher taxes as the Chancellor looks to raise revenue, with a surcharge hike or tweaks to Bank of…
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Fidelity Personal Investors balance safety and growth as cash and gold funds dominate in September
Investor behaviour on Fidelity International’s (“Fidelity”) Personal Investing platform in September highlighted a two-pronged approach to markets. While significant flows went into cash, money…
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Growing choice of limited company BTL options
Landlords will find improved choice and lower rates on buy-to-let (BTL) deals available to limited companies, according to Moneyfactscompare.co.uk. These types of options may…
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AI predicts Alzheimer’s years in advance: what this means for your Will and care planning
Cambridge researchers have developed an AI tool that can predict if and how quickly someone with early signs of Alzheimer’s will develop…
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Market Report: UK lies in wait as Wall Street turns one eye to earnings season
UK markets held steady as earnings season approaches, with the FTSE 100 opening flat and Aston Martin under pressure. Matt Britzman of…