12th February 2025

Family tensions over money talks – time to break the taboo

Many wealthy individuals hesitate to discuss financial planning due to fears of family disagreements, with 10% avoiding the topic altogether and 27% finding it uncomfortable1.  However, this reluctance to have a discussion could lead to future misunderstandings, as family members may have unrealistic expectations about their inheritance. Only 12% of wealthy individuals said they regularly […]

Don’t invest under the ‘finfluence’

People are increasingly seeking financial guidance on social media. While financial influencers – or ‘finfluencers’ – can be useful in raising awareness around financial matters, there is also a darker side to the growth of unregulated advisers.  Social media age  In the UK, more than one in four people use some combination of social media, […]

In the news – Home Finance

Significant gains for homeowners over 20 years  Analysis reveals1 that UK homeowners who purchased their properties in the last 20 years have seen an average increase of £80,000 in value. In comparison, those who sold within the last year made an average gain of £65,000. Homes in high-value areas and commuter towns, including the Cotswolds […]

4th February 2025

In the news 

17 out of 21 sectors raised dividend payments in Q3  On a headline basis, total UK dividends in Q3 2024 fell to £25.6bn, an 8.1% decline, led by cuts in the mining sector (£2.6bn reduction in payouts)1. Stronger sterling, the impact of share buybacks and lower one-off special dividends also contributed to the reduction. Mining […]

‘Freshen-uppers’ the most desirable property type

Are you looking to move house in 2025? If so, a recent study1 has found that the most desirable property type for 49% of people is a ‘freshen-upper,’ with prospective buyers keen to personalise their new home with small scale improvements.  The days of the full ‘fixer-upper’ property are fading, as time-poor purchasers increasing look to […]