Smart Money Talks –Global Money Week
It’s Global Money Week (16 – 20 March) and this year’s theme is Smart Money Talks, encouraging families to talk openly about money
Wealth – In the news
Two news snippets about philanthropy becoming integral to wealth planning and the rise of IHT receipts.
International Women’s Day – closing the gender wealth gap
International Women’s Day on Sunday 8th March highlights continuing gender financial inequality
Kick off 2026 on top of your tax numbers
Start thinking about making the most of tax-efficient opportunities before the end of the 2025/26 tax year. Think about your pension, ISAs, CGT, Dividend Tax and gifting for IHT purposes.
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.