Economic green shoots of spring?
Global growth is projected at 3.3% in 2026 amid cautious optimism Trade cooperation and AI investment are key economic drivers Policymakers must balance inflation control with long-term resilience After a long, cold winter, there are tentative signs that spring is arriving. With hope in the air – what lies ahead for the global economy? Uncertainty […]
Dividend outlook – growth expectations for 2026
UK dividends are projected to reach £88.8bn, up 1.5% year-on-year Underlying growth suggests resilience despite macroeconomic headwinds Global payouts are expected to rise 2.9% to $2.47trn Following growth of 1.3% in the fourth quarter and total headline payouts of £87.5bn in 2025, UK dividend expectations for the year ahead are positive, according to the latest […]
Are your family ready for the largest intergenerational transfer in history?
Up to 70% of family wealth can be lost by the second generation without structured planning IHT changes and pension reforms could accelerate gifting and estate restructuring decisions Open communication and professional guidance improve long-term wealth preservation outcomes The world is on the brink of an unprecedented transfer of wealth. A notable World Wealth Report¹, […]
Build momentum from day one – new tax year planning
Using your ISA allowance early increases potential tax-free growth opportunities Pension contributions attract relief and may reduce higher-rate tax exposure Early planning helps optimise capital gains and Inheritance Tax allowances A new tax year feels a bit like spring cleaning for your finances – a fresh start, new allowances and a chance to put good […]
Entrepreneurs defy uncertainty with optimism and adaptability
An HSBC report shows that entrepreneurs remain remarkably optimistic despite policy shifts, market volatility and trade disruption Entrepreneurial optimism tends to translate into investment, innovation and job creation across the broader economy Entrepreneurs’ appetite to harness long-term trends, from AI to global wealth flows, underpins continued growth and resilience Almost 3,000 entrepreneurs across 15 markets […]
Wealth – In the news
77% of high-net-worth individuals began making significant charitable donations after surpassing £2m in personal wealth High-net-worth individuals want their money to carry meaning, so philanthropy is becoming integral to wealth planning Inheritance Tax receipts continue rising, with forecasts suggesting revenues could reach £14bn by 2030 Wealth milestones trigger significant giving A study from Barclays Private Bank and Wealth Management1 found […]
International Women’s Day – closing the gender wealth gap
Financial inequality leaves many women with fewer financial resources and less security in later years One of the most significant drivers of the gender wealth gap is the difference in pension savings There are opportunities at every stage to strengthen financial wellbeing and close the gender wealth gap Despite decades of progress, financial inequality between […]
Money – in the news
Many UK adults don’t feel confident their family would be financially secure if they unexpectedly died Women were less certain about their family’s financial resilience and 45-54-year-olds were the least confident age group A survey found that only four in 10 working people aged 60-69 feel ready for retirement Would your family be financially resilient without you? Only one in five […]
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 You can contribute as much as you like into your pension, but there’s a limit on the amount of tax relief you will receive each year You can make gifts worth up to £3,000 in each tax year, these gifts will be exempt from IHT […]
Make life insurance a New Year priority
Life insurance offers essential protection for loved ones when you are no longer around More assets are subject to IHT, so life insurance can help reduce your tax liabilities Reviewing policies in 2026 ensures cover remains effective, tax-efficient and aligned with evolving personal needs As 2026 kicks into full swing, sorting out your life insurance policy may […]
