Wealth – In the news

Two news snippets about philanthropy becoming integral to wealth planning and the rise of IHT receipts.

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.

‘Squeezed middle’ falling into ‘protection gap’

Many people in their 30s and 40s lack sufficient life cover, despite major financial responsibilities. With the right advice, protection is achievable, and essential, to ensure your loved ones are financially secure if the unexpected happens. 

Healthy uptick in investing confidence

UK investor sentiment is rising, especially among younger adults eager to build wealth. With more turning to long-term investing, now’s the time to put plans into motion and make your money work harder. 

Engaging with your pension – knowledge gaps revealed

Despite confidence in their pension knowledge, many UK adults remain unaware of key details, from scheme types to State Pension entitlements. Better understanding today leads to stronger decisions tomorrow. Don’t leave your future to chance.