HNWIs face gaps in retirement and succession planning
10 June 2025
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
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
6.3 million homes face flooding threats, but the dangers are expected to rise significantly due to climate change 4.6 million properties are at risk of
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
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%),
Over 15,000 active customers and £622m in lending recorded in Q4 2024, up from £525m in Q4 2023 A 3.3% increase in UK house prices
Knight Frank raises its UK house price growth forecast to 3.5% for 2025 amid rate cut optimism March saw a surge in transactions as buyers
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
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
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
30% of Brits moved home in the past three years, motivated by lifestyle changes and space One in six homeowners plan to relocate this year,
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© Copyright 2024 Home & Finance. All rights reserved. Website by TOMD.
© Copyright 2024 Home & Finance. All rights reserved.
Website by TOMD.
Home & Finance is registered in England and Wales.Registered office, 14 New Market St, Ulverston, Cumbria, LA12 7LN.
Authorised and regulated by the Financial Conduct Authority. Home & Finance General Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 300760 for General Insurance Products.
Authorised and regulated by the Financial Conduct Authority. Home & Finance IFA Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 135250 for Investment & Mortgage business.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
© Copyright 2024 Home & Finance. All rights reserved. Website by TOMD.