Economic and political uncertainty can lead to impulsive financial decisions—long-term planning is key Media headlines create noise, but financial plans should be tailored to personal goals, not speculation. A strong
Income protection demand is expected to grow, with 51% of financial advisers predicting an increase in 2025 44% of advisers anticipate rising demand for life insurance, as more people seek
30% of Brits moved home in the past three years, motivated by lifestyle changes and space One in six homeowners plan to relocate this year, with garages and gardens top
13 million UK adults are sitting on £430bn in cash, potentially missing out on higher long-term investment returns Many savers find investing too complex—74% need guidance on choosing the right
IHT receipts topped £6.3bn in the eight months to December, a £600m increase on the same period the previous year OBR predicts IHT receipts will continue their ascent, forecasting total
US Vice President JD Vance spelled it out in Munich – “there is a new sheriff in town” – and that sheriff’s policies are already having far-reaching consequences. While dealing
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Begin your financial planning journey, giving you more flexibility and bringing you closer to financial freedom. Aureus Wealth Management Ltd. Registered Office: 30 Taunton Road, Weston Super Mare, United Kingdom, BS22 7DU. Registered in England & Wales, Company Number 14003632. Aureus Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register here https://register.fca.org.uk/s/.
The guidance or information contained within the website is subject to UK regulatory regime and is therefore aimed at consumers in the UK. The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in the future. The Financial Conduct Authority (FCA) do not regulate Inheritance Tax Planning, Tax and Trusts. The FCA does not regulate tax planning, certain forms of mortgage lending and cash management.
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