Succession Insights

Featured post

by Succession Wealth

4 mins

Investment market update

From easing inflation at home to strong rebounds in global markets, the second quarter of 2025 brought a mix of challenges and opportunities. In this update, we explore the key trends shaping economies and investments. We also look at what they could mean for your portfolio in the months ahead.

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Investing

4 mins

17 July 2025

Investment market update

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Investing

4 mins

1 July 2025

July 2025 – Mansion House speech update

While the Chancellor’s remarks stopped short of sweeping reform, the tone was clear: the government is nudging the UK towards a cultural shift, encouraging investing over saving.

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Investing

3 mins

2 June 2025

The prudence of perseverance in investing

Maintaining an investment stance focussed on the potential for long-term growth.

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Investing

4 mins

2 June 2025

Beware the scammers

Spotting a scam

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Investing

5 min read

11 May 2025

Investment Market update: May 2025

After Donald Trump announced sweeping trade tariffs on “Liberation Day”, find out how markets performed in April 2025.

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Investing

3 mins

6 April 2025

New to ISAs?

Some pointers to get you started

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Retirement and Pensions

3 min read

5 April 2025

Enhancing pension contributions for a brighter future

Maximise your pension savings each tax year.

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News

5 mins

27 March 2025

Spring Statement update

After Rachel Reeves’ first Budget in Autumn 2024, you might have been concerned about the announcements that would be included in her Spring Statement on 26 March 2025.

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Retirement and Pensions

3 mins

26 March 2025

Beware the MPAA pension trap

when accessing your pension before retirement.

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News

3 min read

16 March 2025

Financial Planning for Doctors

As a medical professional, whether for the NHS or in private practice, your financial planning needs can be complex. However, with a heavy workload and finite time your personal finances can often get pushed down the agenda or forgotten altogether.

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Retirement and Pensions

2 min read

11 March 2025

Powers of Attorney

Preparing in advance of vulnerability and incapacity.

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Retirement and Pensions

3 mins

10 March 2025

Tax Relief Matters

How to build a bigger pension pot

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Retirement and Pensions

3 mins

10 March 2025

Placing assets into Trust

Ensuring your legacy is managed according to your wishes long into the future.

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Retirement and Pensions

3 mins

10 March 2025

Time to SIPP into Financial Freedom?

Take control of your retirement savings

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Retirement and Pensions

3 mins

9 March 2025

Saving for retirement - lump sum versus regular contributions

Pensions might seem complex, but the fundamental concept is straightforward. A pension is a long-term savings plan designed to provide you with a stable income in retirement.

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News

3 min read

5 March 2025

Female Economic Empowerment

Reducing the gender pay gap.

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Retirement and Pensions

3 mins

4 March 2025

The State Pension

Understanding your options

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Investing

5 mins

3 March 2025

Offshore Bonds

Offshore bonds are a tax-efficient way to invest money over the medium to long term (usually five years or more).

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Retirement and Pensions

3 mins

25 February 2025

Understanding Annuities

As interest rates remain high annuity providers are offering more attractive deals, so should annuities form part of your pension income planning?

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Investing

3 mins

24 February 2025

The Importance of a Financial Roadmap and Plan

A well-defined financial roadmap and plan could be an essential part of the journey toward financial stability and success.

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Protection

3 mins

10 February 2025

Protect your family, protect yourself

Why do I need financial protection?

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Retirement and Pensions

4 mins

13 January 2025

Saving for Retirement

Pensions or Individual Savings Accounts (ISAs)?

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Retirement and Pensions

3 mins

13 January 2025

Income in Retirement

Annuity or Drawdown?

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Inheritance

4 mins

9 December 2024

The use of Business Property Relief and Enterprise Investment Schemes to help mitigate an Inheritance Tax burden

Inheritance Tax (IHT) can be a significant concern for many individuals, particularly as property values rise and more estates fall into the taxable bracket.

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News

2 min

27 November 2024

Salary Sacrifice Schemes: A response to National Insurance increases

In the wake of the recent Autumn Budget announcement, employers in the UK are preparing for a significant increase in National Insurance contributions (NICs).

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Investing

3 min read

25 November 2024

Financial steps new parents should take

Becoming a parent for the first time is exciting, unpredictable, and maybe a little daunting.

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News

2 min read

6 November 2024

Making a Will

Failure to take action could compromise the long-term financial security of the family.

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Investing

3 min read

6 November 2024

Goals Based Investing

Are you giving yourself the best chance of success?

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Retirement and Pensions

3 mins

13 October 2024

The benefits of seeking financial advice following a Pension Sharing Order (PSO)

A PSO can be a significant financial event in one's life, often occurring during a divorce or following the dissolution of a civil partnership. It involves the division of pension assets between the parties involved. While the legal aspects of a PSO are essential, seeking advice from a certified financial professional in the aftermath of such an order can bring numerous benefits.

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Investing

4 mins

13 October 2024

The Effect of Compound Growth on Investments

What is Compound Growth?

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Inheritance

3 mins

6 October 2024

Generational and Legacy Planning

What will your legacy look like?

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Investing

3 min read

29 September 2024

The Psychology of Investing

Do emotions influence investment decisions?

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Retirement and Pensions

3 mins

15 September 2024

Financing Long Term Care

A cause for concern among a growing elderly population

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Investing

2 min read

11 February 2024

Maximising Your Financial Potential: The value of having a Wealth Planner

In today's complex financial landscape, managing wealth effectively is more critical than ever.

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