March 2026
Kick off 2026 on top of your tax numbers (Posted March 2026) 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 opportunities before the new financial year begins on 6 April 2026. Here’s a reminder of three of the main tax planning opportunities:…
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Key changes in the housing market (Posted March 2026) Although November’s Budget announcements may now feel like a distant memory, several measures introduced at the time remain highly relevant as we enter 2026. Here’s a reminder of the key changes that could affect you: Landlords – new rental income rules Landlords will see additional pressure…
Read MoreMarch 2026
Small pension boost can make a big difference (Posted March 2026) Everyone knows that a healthy pension pot is crucial for a comfortable retirement. For some workers, however, saving for retirement can seem like a low priority compared to making mortgage payments, saving for a house deposit or keeping up with monthly bills. Small gains…
Read MoreOctober 2025
Owning a home offers significant savings opportunities (Posted October 2025) Research8 has compared the average cost of buying versus renting, highlighting the investment opportunities that homeowning can offer. By the second year of homeownership, buyers are likely to be saving about £99 when compared with renters. The gap in wealth creation only widens over time,…
Read MoreOctober 2025
Gen Z – betting on an inheritance – time to stand on your own two feet? (Posted October 2025) Retirement can seem an age away when you’re in your twenties and thirties, but it’s never too soon to start saving for the future. The earlier you start, the bigger the pot when you retire. Inheritance…
Read MoreOctober 2025
Online fraudsters target UK investors (Posted October 2025) Social media finfluencers. Internet searches. AI chatbots. A growing number of people in the UK are turning to unregulated – and often unreliable – sources for financial advice. A recent study3 revealed that 40% of UK investors used social media to inform their financial decisions in the…
Read MoreMay 2025
Navigating uncertainty together Over the past five years, we’ve experienced a global pandemic, geopolitical conflicts, political upheaval and economic uncertainty. Constant media coverage over what feel like daily developments, whether that be on the international stage as Donald Trump’s second term impacts or on home shores, where the government’s changes to policy and taxation naturally…
Read MoreMay 2025
Four in five clients see financial advice as ‘value for money’ People with a financial adviser are more optimistic about their financial future. That’s one of the key findings of a recent Investor Confidence Barometer6. Four in five people (82%) said they get ‘value for money’ from their adviser, a 10% increase on 2023’s survey.…
Read MoreMay 2025
Time for a spring clean? How about ‘death cleaning’ your finances? Could your finances benefit from a spring clean? You could take your cue from the Swedes. They believe in ‘döstädning,’ or ‘death cleaning.’ It sounds pessimistic, but it involves decluttering your belongings to reduce the burden you leave behind to loved ones. The philosophy…
Read MoreNovember 2024
Navigating a multi-retirement reality Over the years, a number of notable trends, such as increased longevity and individuals taking on greater responsibility for their pension provision, have clearly altered the retirement landscape significantly. Now, new trends look set to further change the face of retirement, adding complexity to the retirement planning process and making early…
Read MoreNovember 2024
Many young mortgage holders do not have life cover Research has found that 28% of young UK homeowners do not have life insurance10. It is estimated that 1.7 million adults aged 18-40 do not have appropriate cover in place, despite having a mortgage. This oversight puts their dependants in a precarious financial position in the event…
Read MoreNovember 2024
A third of Gen X think they will never retire Recently released research12 suggests a significant proportion of working age people are no longer planning a traditional ‘hard stop’ retirement, with 45 to 54-year-olds most likely to feel they will continue working beyond pensionable age. Work work work According to the survey, more than a…
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