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Retirement planning may feel overwhelming, but small steps can close the gap

Inflation eased in April, UK trade deal with Gulf partners, Fuel Duty freeze extended and unemployment rate rises

In the news – confidence in a comfortable retirement is on the up and over half of cash ISA savers could reinvest

In the news – sabbaticals on the rise with Gen X leading. Property wealth drives IHT burden

Dividend Tax rates rise from April 2026, affecting business owners and investors

UK trust registration rules change in 2026, expanding scope while easing compliance for smaller, low-risk trusts

Global growth forecasts improve, but uncertainty remains the new normal

Start the new tax year proactively to maximise allowances and long-term growth

It’s Global Money Week (16 – 20 March) and this year’s theme is Smart Money Talks, encouraging families to talk openly about money

Two news snippets about philanthropy becoming integral to wealth planning and the rise of IHT receipts.