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.
‘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.
