14th April 2026

Dividend outlook – growth expectations for 2026

UK dividends are projected to reach £88.8bn, up 1.5% year-on-year Underlying growth suggests resilience despite macroeconomic headwinds Global payouts are expected to rise 2.9% to $2.47trn Following growth of 1.3% in the fourth quarter and total headline payouts of £87.5bn in 2025, UK dividend expectations for the year ahead are positive, according to the latest […]

8th April 2026

Are your family ready for the largest intergenerational transfer in history?

Up to 70% of family wealth can be lost by the second generation without structured planning IHT changes and pension reforms could accelerate gifting and estate restructuring decisions Open communication and professional guidance improve long-term wealth preservation outcomes The world is on the brink of an unprecedented transfer of wealth. A notable World Wealth Report¹, […]

Build momentum from day one – new tax year planning

Using your ISA allowance early increases potential tax-free growth opportunities Pension contributions attract relief and may reduce higher-rate tax exposure Early planning helps optimise capital gains and Inheritance Tax allowances A new tax year feels a bit like spring cleaning for your finances – a fresh start, new allowances and a chance to put good […]

31st March 2026

The surprising property premium of some floral addresses

Research shows that floral street names can significantly boost the value of a property The biggest premium was found on ‘Bellflower’ streets, where the median sale price increased 199% Property experts suggest that flower-inspired names evoke charm, calm and a sense of natural beauty As spring edges into view, new research1 suggests that a floral touch may do more than lift the […]

The gradual retirement trend – making the right choices

Research shows that floral street names can significantly boost the value of a property Uncertainty around pension rules can affect confidence, leading to rushed or potentially regrettable financial decisions  Careful planning and professional guidance help ensure retirement choices align with long-term goals and lifestyle  New research1 highlights a growing preference among UK workers for a gradual […]

17th March 2026

Secure your home and future

30% of UK adults could be forced to sell their family home if their partner unexpectedly died  60% of those with a mortgage don’t have a life insurance policy that includes mortgage protection  Life insurance provides loved ones with vital financial support – talk it through with your family and seek advice   The death of a partner can be devastating – […]

Entrepreneurs defy uncertainty with optimism and adaptability

An HSBC report shows that entrepreneurs remain remarkably optimistic despite policy shifts, market volatility and trade disruption  Entrepreneurial optimism tends to translate into investment, innovation and job creation across the broader economy  Entrepreneurs’ appetite to harness long-term trends, from AI to global wealth flows, underpins continued growth and resilience  Almost 3,000 entrepreneurs across 15 markets […]

11th March 2026

A shift in equity release priorities

Figures from the Equity Release Council revealed a 10% annual increase in borrowing in Q2 2025.  In H1 2025, making home adaptations or improvements was the top reason for using equity release.   More homeowners are taking out a lifetime mortgage to fund day-to-day living, highlighting cost of living pressures.   From property renovations to dream holidays, homeowners are increasingly using equity release to help […]

Wealth – In the news 

77% of high-net-worth individuals began making significant charitable donations after surpassing £2m in personal wealth   High-net-worth individuals want their money to carry meaning, so philanthropy is becoming integral to wealth planning  Inheritance Tax receipts continue rising, with forecasts suggesting revenues could reach £14bn by 2030  Wealth milestones trigger significant giving  A study from Barclays Private Bank and Wealth Management1 found […]

3rd March 2026

International Women’s Day – closing the gender wealth gap

Financial inequality leaves many women with fewer financial resources and less security in later years One of the most significant drivers of the gender wealth gap is the difference in pension savings There are opportunities at every stage to strengthen financial wellbeing and close the gender wealth gap Despite decades of progress, financial inequality between […]