Category archives: General Financial News

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 […]

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 […]

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 […]

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 […]

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 […]

“The Chancellor is relying heavily on tax rises towards the back end of the parliament”  Income Tax thresholds will remain unchanged until at least 2031, so more earners will be in higher tax bands  The basic Dividend Tax rate will rise to 10.75%, while the higher rate will increase to 35.75%   Now the dust has […]

Investors approach 2026 cautiously as inflation, trade tensions and geopolitical risks continue to shape global market conditions  The IMF predicts global growth of 3.1% this year, but some regions and sectors may outperform others  Diversification will be key amid 2026’s evolving landscape – make sure to balance suitability with long-term growth opportunities  After a year of uncertainty, with […]

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 the perfect time to take stock and start the year with a clear financial plan.  We’d like to take a moment to thank you for your […]

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 a sense of purpose.  Mental wellbeing plays a vital role in financial confidence – we’re here to help you define your financial purpose.    As we welcome 2026, it’s the […]

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 avoid rushed decisions before the tax year ends  As the end of the 2025/26 tax year approaches, it’s the ideal time to ensure you’re making the most of tax-efficient […]