
Investor confidence 2026
74% of advised investors plan to increase contributions this year Emotional reactions to markets are more common among non-advised investors Professional guidance improves discipline and

74% of advised investors plan to increase contributions this year Emotional reactions to markets are more common among non-advised investors Professional guidance improves discipline and

Ordinary and upper Dividend Tax rates rise by two percentage points Dividend Allowance remains £500 per tax year outside ISAs Reviewing your combination of salary,

Global growth is projected at 3.3% in 2026 amid cautious optimism Trade cooperation and AI investment are key economic drivers Policymakers must balance inflation control

UK dividends are projected to reach £88.8bn, up 1.5% year-on-year Underlying growth suggests resilience despite macroeconomic headwinds Global payouts are expected to rise 2.9% to

Up to 70% of family wealth can be lost by the second generation without structured planning IHT changes and pension reforms could accelerate gifting and

Using your ISA allowance early increases potential tax-free growth opportunities Pension contributions attract relief and may reduce higher-rate tax exposure Early planning helps optimise capital

An HSBC report shows that entrepreneurs remain remarkably optimistic despite policy shifts, market volatility and trade disruption Entrepreneurial optimism tends to translate into investment, innovation

77% of high-net-worth individuals began making significant charitable donations after surpassing £2m in personal wealth High-net-worth individuals want their money to carry meaning, so philanthropy is becoming

Financial inequality leaves many women with fewer financial resources and less security in later years One of the most significant drivers of the gender wealth

Many UK adults don’t feel confident their family would be financially secure if they unexpectedly died Women were less certain about their family’s financial resilience and 45-54-year-olds were the least confident
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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.
© 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.