In the news – Wealth
IHT revenues are expected to hit £9.1bn in 2025/26, rising to over £14bn by 2030 Higher-rate taxpayers could miss out on £97,000 in extra pension wealth by not claiming full tax relief through self-assessment Scrapping non-dom tax status may risk public revenues rather than boost them IHT receipts continue to rise HMRC figures1 show the […]
Why ‘keep calm and carry on’ pays off for investors
Trying to time the market often leads to missed opportunities A well-diversified portfolio helps wealthier short-term volatility Staying invested long term is key to building lasting wealth April’s surprise tariffs announced by Donald Trump on ‘Liberation Day’ unsettled global markets and caused a sharp sell off from panicked investors. Trump announced a 90-day pause of […]
Healthy uptick in investing confidence
Investment optimism has surged, particularly among under-35s Over half of 25-34s are now actively investing, with many planning to increase contributions Long-term strategies can help convert confidence into meaningful financial outcomes UK investors are showing renewed confidence, with last year marking a notable shift in sentiment – particularly among younger wealth-builders. According to research1, investment […]
In the News – Money
UK Q1 dividends fell 4.6% but beat expectations The headline total paid out to shareholders in Q1 was £14bn UK holidaymakers are spending significantly more this year Holiday spending soars Planning to jet away on a summer holiday? If so, you’re in good company – 83% of UK adults1 are planning holidays this year. Interestingly, […]
Bank of Mum and Dad – worth their weight in gold
Over half of fist-time buyers relied on family financial help in 2024 to get a foot on the ladder BoMaD support averaged £55,572 per buyer across 173,500 transactions Falling mortgage rates may reduce reliance on family, but not eliminate it altogether More than half of first-time buyers relied on family to get on the property […]
How the ‘great wealth transfer’ impacts you
Baby boomers hold over half of the UK wealth and should start legacy planning now Gen X can benefit from early financial advice to simplify future decisions and manage inherited wealth Millennials are motivated to build wealth and should start planning early to prepare for what’s ahead The UK’s ‘great wealth transfer’ will see an […]
Investors warned as cloning scams surge
Nearly a quarter of brand cloning scams succeed, costing investors £2.7m in H2 2024 AI is fueling more convincing scam tactics that mimic real firms Verifying legitimacy before investing is more important than ever Cloning scams are now the top fraud threat to people wanting to invest, a new study shows1. The Investment Association (IA) […]
Engaging with your pension – knowledge gaps revealed
Most UK adults lack essential knowledge about their pensions and how they’re invested A significant number don’t know their State Pension entitlement or how it’s calculated Many want to consolidate pensions but don’t know how to start New research1 has shone a light on the extent of pension knowledge gaps among UK adults. While 53% […]
Summer pension round-up – managing your wealth
Nearly half of over-50s are worried about running out of money in retirement Many retirees withdraw pension lump sums impulsively, without understanding tax or long-term consequences Career progression, early retirement and smart planning shape your future pension outcome. With life moving fast, demands on our time and finances never-ending, it’s easy to push pensions down […]
Get Budget-ready this summer
Summer is the ideal time to review financial goals and investment strategies Utilising tax allowances now can protect your wealth from future policy changes Long-term investing remains key, even amid short-term market volatility Summer should bring a welcome shift in pace: longer days, warmer evenings, time off and the chance for some well-earned rest and […]
