12% of HNWI’s are financially supporting both children and ageing parents  Many dip into pensions or restructure finances to fund family gifts  Balancing generosity with

IHT revenues are expected to hit £9.1bn in 2025/26, rising to over £14bn by 2030  Higher-rate taxpayers could miss out on £97,000 in extra pension

Trying to time the market often leads to missed opportunities  A well-diversified portfolio helps wealthier short-term volatility  Staying invested long term is key to building

Investment optimism has surged, particularly among under-35s  Over half of 25-34s are now actively investing, with many planning to increase contributions  Long-term strategies can help

UK Q1 dividends fell 4.6% but beat expectations  The headline total paid out to shareholders in Q1 was £14bn  UK holidaymakers are spending significantly more

Over half of fist-time buyers relied on family financial help in 2024 to get a foot on the ladder  BoMaD support averaged £55,572 per buyer

Baby boomers hold over half of the UK wealth and should start legacy planning now  Gen X can benefit from early financial advice to simplify

Nearly a quarter of brand cloning scams succeed, costing investors £2.7m in H2 2024  AI is fueling more convincing scam tactics that mimic real firms 

Nearly half of over-50s are worried about running out of money in retirement  Many retirees withdraw pension lump sums impulsively, without understanding tax or long-term