International Women’s Day – closing the gender wealth gap
International Women’s Day on Sunday 8th March highlights continuing gender financial inequality
Kick off 2026 on top of your tax numbers
Start thinking about making the most of tax-efficient opportunities before the end of the 2025/26 tax year. Think about your pension, ISAs, CGT, Dividend Tax and gifting for IHT purposes.
Planning with purpose in 2026
A study found that personal values are the strongest motivators for UK adults when it comes to financial planning. When your financial goals reflect your deeper motivations, planning feels less like a task and more like a path toward fulfilment.
Looking ahead: A new year, a clear plan
Start 2026 with a clear plan and peace of mind. We’re here to help you protect and grow your wealth with clarity and purpose, whether that means reviewing investments, revisiting pension arrangements or preparing for key milestones.
It’s that time of year again – consider your end of tax year planning
With the end of the tax year fast approaching, now is the ideal time to review your finances. From Individual Savings Accounts (ISAs) and pensions to Capital Gains Tax (CGT) and inheritance planning, timely action can help reduce tax and protect your long-term wealth.
In the news – Wealth
Inheritance Tax receipts continue their ascent, and unclaimed pension tax relief could be costing you tens of thousands. With major tax reforms looming, it’s never been more important to understand your options and plan ahead.
In the News – Money
UK dividend payouts are rebounding, with sectors like pharma and banking showing strength. Computershare upgraded its expectation for underlying growth to 1.8% on a constant currency basis, suggesting a total of £85.6bn in regular dividends for 2025. Meanwhile, holiday spending is booming as travellers boost their budgets post-pandemic.
Healthy uptick in investing confidence
UK investor sentiment is rising, especially among younger adults eager to build wealth. With more turning to long-term investing, now’s the time to put plans into motion and make your money work harder.
Bank of Mum and Dad – worth their weight in gold
The Bank of Mum and Dad funded over £9.6 bn of first-time home purchases in 2024. With Bank Rate and mortgage rates falling, and lenders generally relaxing their affordability rules allowing buyers to borrow more, the support provided by BoMaD will likely fall to lower levels
