Build momentum from day one – new tax year planning
Start the new tax year proactively to maximise allowances and long-term growth
Smart Money Talks –Global Money Week
It’s Global Money Week (16 – 20 March) and this year’s theme is Smart Money Talks, encouraging families to talk openly about money
Wealth – In the news
Two news snippets about philanthropy becoming integral to wealth planning and the rise of IHT receipts.
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.
