‘Finfluencers’ too trusted by the under-30s
A survey shows nearly 80% of under-30s trust financial information from social media, with 77% trusting financial influencers (‘finfluencers’). However, the FCA warns about scams, urging young people to seek professional financial advice rather than relying on social media.
Inheritance Tax receipts hit new highs – why planning matters more than ever
Inheritance Tax receipts hit a record £8.2bn in 2024/25, likely driven by rising property and asset values and frozen thresholds. As more families face six-figure bills, proactive planning is now essential to maximise Inheritance Tax receipts have hit record highs due to frozen thresholds and rising property values e what you pass on to loved ones.
Nearly three quarters of people don’t understand Inheritance Tax
Nearly three quarters of UK adults don’t understand Inheritance Tax, while 40% consider estate planning to be the ‘last great family taboo.’ Avoiding conversations and advice could cost families dearly – especially as more estates fall into the tax net.
Navigating the great wealth transfer – what it means for you
With up to £7trn set to change hands across generations, the great wealth transfer is reshaping the future. Whatever your age, proactive planning and open family conversations are key to securing your financial goals.
Is your pension going to the right person? A common blind spot
Failing to update your pension beneficiary could mean your money goes to the wrong person – some people even have an ex-partner listed. Regularly review your nominations to make sure they reflect your current wishes and protect those who matter most.
Is your pension going to the right person? A common blind spot
Failing to update your pension beneficiary could mean your money goes to the wrong person – some people even have an ex-partner listed. Regularly review your nominations to make sure they reflect your current wishes and protect those who matter most.
Bridging the wealth divide for future generations
The generational gap in wealth accumulation is stark due to evolving economic conditions and an ageing population. Younger generations hold just 4% of UK wealth. Planning ahead is key to protecting your family’s future and bridging the generational wealth divide.
The value of advice in building financial confidence
Financial advice boosts investor confidence and optimism. Advised clients feel more secure, value expert support, and are more positive about long-term market growth—highlighting the key role advisers play in navigating uncertainty and delivering value for money.
The value of advice in building financial confidence
Financial advice boosts investor confidence and optimism. Advised clients feel more secure, value expert support, and are more positive about long-term market growth—highlighting the key role advisers play in navigating uncertainty and delivering value for money.