In the news – wealth
In the news – sabbaticals on the rise with Gen X leading. Property wealth drives IHT burden
Dividend Tax – what’s changing?
Dividend Tax rates rise from April 2026, affecting business owners and investors
Overview of trust registration changes in 2026
UK trust registration rules change in 2026, expanding scope while easing compliance for smaller, low-risk trusts
Economic green shoots of spring?
Global growth forecasts improve, but uncertainty remains the new normal
Build momentum from day one – new tax year planning
Start the new tax year proactively to maximise allowances and long-term growth
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.
