Balancing family needs and your own financial freedom
Supporting loved ones is admirable, but doing so at the cost of your own financial wellbeing can create long-term strain. Smart planning helps you assist others without compromising your future. Let’s help you strike the right balance.
Why ‘keep calm and carry on’ pays off for investors
Uncertainty can make investors hesitate, but long-term growth often comes from staying the course. History shows the best returns follow the worst days, so focus on your goals, not the headlines, and invest with confidence.
In the news – Wealth
Inheritance Tax receipts continue their ascent, and unclaimed pension tax relief could be costing you tens of thousands. With major tax reforms looming, it’s never been more important to understand your options and plan ahead.
In the News – Money
UK dividend payouts are rebounding, with sectors like pharma and banking showing strength. Computershare upgraded its expectation for underlying growth to 1.8% on a constant currency basis, suggesting a total of £85.6bn in regular dividends for 2025. Meanwhile, holiday spending is booming as travellers boost their budgets post-pandemic.
In the News – Money
UK dividend payouts are rebounding, with sectors like pharma and banking showing strength. Computershare upgraded its expectation for underlying growth to 1.8% on a constant currency basis, suggesting a total of £85.6bn in regular dividends for 2025. Meanwhile, holiday spending is booming as travellers boost their budgets post-pandemic.
Healthy uptick in investing confidence
UK investor sentiment is rising, especially among younger adults eager to build wealth. With more turning to long-term investing, now’s the time to put plans into motion and make your money work harder.
Bank of Mum and Dad – worth their weight in gold
The Bank of Mum and Dad funded over £9.6 bn of first-time home purchases in 2024. With Bank Rate and mortgage rates falling, and lenders generally relaxing their affordability rules allowing buyers to borrow more, the support provided by BoMaD will likely fall to lower levels
Bank of Mum and Dad – worth their weight in gold
The Bank of Mum and Dad funded over £9.6 bn of first-time home purchases in 2024. With Bank Rate and mortgage rates falling, and lenders generally relaxing their affordability rules allowing buyers to borrow more, the support provided by BoMaD will likely fall to lower levels
Poised for the Great Wealth Transfer?
A historic shift in wealth is underway. In the UK alone, estimates suggest between £5.5 to £7 trillion will pass from one generation to the next over the coming 30 years1.
Engaging with your pension – knowledge gaps revealed
Despite confidence in their pension knowledge, many UK adults remain unaware of key details, from scheme types to State Pension entitlements. Better understanding today leads to stronger decisions tomorrow. Don’t leave your future to chance.