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March 4, 2026 in
When Life Gets Bigger for Henry
When success brings new responsibility Henry is still only in his early 30s. Not long ago he qualified as an actuary after a decade of exams,...
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February 18, 2026 in
Bonus Day for Henry
When a £33,000 bonus is not really £33,000 We introduced Henry (High Earner, Not Rich Yet) in a previous Insight. Henry is 32. A...
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February 11, 2026 in
Don’t Be a HENRY
There is a financial acronym doing the rounds: HENRY. It stands for High Earner, Not Rich Yet. On paper, HENRY looks great: Strong...
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February 6, 2026 in
Is 2026 the Time to Sell Your UK Buy-to-Let?
Is 2026 the Time to Sell Your UK Buy-to-Let? For decades, UK residential property was the cornerstone of a "set and forget" retirement. But in...
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January 12, 2026 in
A New Year, A Fresh Start – But What About Your Finances?
A new year often brings a sense of reset. We think about health, fitness, travel plans, career goals – how we want the year ahead to...
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December 17, 2025 in
The Business Owner’s Journey to Exit: How M&A and Wealth Planning Work Together
For many business owners, an exit is the single most significant financial event of their lifetime. Years, sometimes decades, of effort, risk and...
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December 5, 2025 in
What Should You Do with Your Tax-Free Lump Sum Now That It Has Been Withdrawn?
In the months leading up to the Autumn Budget, thousands of people withdrew funds from their pensions amid speculation that the rules around...
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November 28, 2025 in
Autumn Budget 2025 – What Private Clients Need to Know
The Autumn Budget delivered no changes to the headline rates of income tax or National Insurance, but instead introduced a series of “slow burn”...
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November 25, 2025 in
From Shelter to Liability: The New Tax on Your Pension
Most people still believe that pensions sit outside their estate when it comes to inheritance tax (IHT). Until recently, they were right. But a...