HNWIs face gaps in retirement and succession planning

Research shows a third of European HNWIs are yet to make a financial plan for retirement  80% of survey respondents plan to pass wealth to their children, but only 34% have a plan in place  Over half of respondents are focused on growing their wealth through investing in equities  and/or real estate  Many high-net-worth individuals (HNWIs) […]

Economic Review May 2025

GDP unexpectedly rose by 0.7% in Q1 2025, driven by services, production and investment growth  The Bank of England cut interest rates despite inflation jumping to a 15-month high at 3.5%  The UK labour market shows weakness as payrolls drop and unemployment edges up to 4.5% UK growth beats expectations  First quarter gross domestic product […]

Wealth – In the news

Research highlights key differences in wealth transfer preferences and family financial priorities between men and women  Top financial priorities for 2025 include enjoying life (34%), building emergency savings (30%) and pension saving (11%)  AI now accounts for 42.5% of financial fraud attempts, with cases rising 80% over the past three years  Women put children first […]

Commercial Property Market Review – May 2025

Q1 2025 West End investments hit £1.71bn, driven by three major transactions despite fewer deals  UK commercial property demand is rebounding, with offices and industrials gaining, while retail lags behind  The Big Six cities, especially Manchester and Leeds, show strong office market recovery and occupier demand West End investment rebounds   London’s West End commercial property […]

Navigating uncertainty together 

Economic and political uncertainty can lead to impulsive financial decisions—long-term planning is key  Media headlines create noise, but financial plans should be tailored to personal goals, not speculation.  A strong financial strategy is built to adapt—seek expert advice to stay on track  Over the past five years, we’ve experienced a global pandemic, geopolitical conflicts, political […]

Surging demand for protection insurance – are you covered?

Income protection demand is expected to grow, with 51% of financial advisers predicting an increase in 2025  44% of advisers anticipate rising demand for life insurance, as more people seek financial security   With economic uncertainty, more individuals are prioritising private health insurance and income protection  The demand for health insurance, income protection and life insurance […]

Closing the investing gap

13 million UK adults are sitting on £430bn in cash, potentially missing out on higher long-term investment returns  Many savers find investing too complex—74% need guidance on choosing the right investments   Holding cash is useful for short-term needs, but long-term investing can offer greater wealth-building potential  A recent report1 estimates 13 million UK adults are […]

IHT receipts continue their ascent

IHT receipts topped £6.3bn in the eight months to December, a £600m increase on the same period the previous year  OBR predicts IHT receipts will continue their ascent, forecasting total receipts of £9.7bn a year by 2028/29  Factors including a rise in asset values and frozen thresholds are contributing to rising receipts  HM Revenue and […]

Positioning portfolios in a protectionist world

US Vice President JD Vance spelled it out in Munich – “there is a new sheriff in town” – and that sheriff’s policies are already having far-reaching consequences. While dealing with geopolitical uncertainties is clearly nothing new for long-term investors, Trump’s re-election has once again vividly highlighted the need for a sound investment approach based […]

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