Insights

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General Financial
Dividend Tax – what’s changing?
Dividend Tax rates rise from April 2026, affecting business owners and investors
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General Financial
Smart Money Talks – Global Money Week
It’s Global Money Week (16 – 20 March) and this year’s theme is Smart Money Talks, encouraging families to talk openly about money
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General Financial
Wealth - In the news
Two news snippets about philanthropy becoming integral to wealth planning and the rise of IHT receipts.
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General Financial
International Women’s Day – closing the gender wealth gap
International Women’s Day on Sunday 8th March highlights continuing gender financial inequality
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General Financial
Kick off 2026 on top of your tax numbers
Start thinking about making the most of tax-efficient opportunities before the end of the 2025/26 tax year. Think about your pension, ISAs, CGT, Dividend Tax and gifting for IHT purposes.
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