As 2026 begins, thoughtful financial planning remains essential for navigating change and securing long-term goals. Reviewing investments, tax strategies and pensions ensures your financial plans stay aligned with changing circumstances. Now is
Providing for family is the strongest motivator for UK adults when it comes to financial planning. Find a balance between what you value, what you need and what gives you
Consider using ISA and pension allowances before they reset to maximise long-term, tax-efficient growth Reviewing CGT, dividend and gifting allowances now could reduce unnecessary tax liabilities Early planning helps protect wealth, improve cash flow and
“We still think rates are on a gradual path downward… how much further we go becomes a closer call” The BoE Governor recently warned about the impact AI could exert on employment ONS
First-time buyers increasingly prefer city living, reversing the pandemic’s ‘race for space’ Dundee, Edinburgh and Doncaster show the largest rises in FTB city enquiries London demand has dipped, highlighting the impact of
Rising taxes on rental income may squeeze buy-to-let yields and prompt some landlords to reassess investment strategies The Renters’ Rights Act marks a major shift toward periodic tenancies, limiting rent
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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 ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. This can be verified by visiting the Financial Services Register here https://register.fca.org.uk/s/.
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