Looking ahead: A new year, a clear plan
Start 2026 with a clear plan and peace of mind. We’re here to help you protect and grow your wealth with clarity and purpose, whether that means reviewing investments, revisiting pension arrangements or preparing for key milestones.
Planning with purpose in 2026
A study found that personal values are the strongest motivators for UK adults when it comes to financial planning. When your financial goals reflect your deeper motivations, planning feels less like a task and more like a path toward fulfilment.
It’s that time of year again – consider your end of tax year planning
With the end of the tax year fast approaching, now is the ideal time to review your finances. From Individual Savings Accounts (ISAs) and pensions to Capital Gains Tax (CGT) and inheritance planning, timely action can help reduce tax and protect your long-term wealth.
Let’s Talk Money: why starting the conversation matters
This Talk Money Week (3 -7 November), our article explores why starting open conversations about money builds confidence, reduces stress and could help you prepare for the Autumn Budget’s potential financial changes. Now’s the time to #StartTheConversation.
Adapting to transformation – investing through global change
The investing landscape is rapidly evolving due to geopolitical uncertainty, inflation, AI and a changing labour market. The IMF forecasts 3% global growth, but risks remain.
Adapting to transformation – investing through global change
The investing landscape is rapidly evolving due to geopolitical uncertainty, inflation, AI and a changing labour market. The IMF forecasts 3% global growth, but risks remain.
Financial decisions – put your best foot forward
According to research, 38% of UK adults consider major financial decisions while walking. Getting outside can boost mood and bring clarity if you’re thinking about pensions, investments or protection plans – remember to stay future-focused, balance risk and seek advice.
In the news
A third of people expecting to inherit at least £300,000 do not understand IHT, so families could miss out on maximising their wealth. UK dividends hit £35.1bn in Q2, down 1.4% annually, however there are signs of strong underlying growth
Future proofing your finances this autumn
Autumn is a natural time to review your finances. Check pensions, savings and investments to ensure plans match your goals. Building short-term resilience and strengthening long-term security can help you feel confident about your financial future.
Autumn Budget – forward thinking
Speculation about the Autumn Budget is growing, with some experts expecting further tax changes. While outcomes are uncertain, steps like maximising ISAs or reviewing pension contributions can help you stay ahead. We’ll guide you through changes.