Client News
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July 2025
10 adrenaline-fueled adventures you can have in the UK
Your favourite summer activity might be relaxing in the gorgeous sunshine, but it is also the perfect time of year to embark on an adventure. From zip lines to abseiling into caves, the UK boasts an endless number of extreme sports and thrilling activities. If you’re looking for a fun way to spend a day…
5 powerful Warren Buffett lessons that could benefit ordinary investors
After more than five decades at the helm of Berkshire Hathaway, legendary investor Warren Buffett has announced he’s retiring at the age of 94. He’s credited with turning the failing textile maker into a successful holding company. In May 2025, the BBC estimated Berkshire Hathaway was worth $1.16 trillion (£870 billion). Considered by many to…
How to prepare your loved ones for the “great wealth transfer”
Passing on your wealth to loved ones could transform their lives and mean they have more opportunities in the future. However, to get the most out of the “great wealth transfer”, younger generations need to be prepared to manage their inheritance. According to September 2024 data from Vanguard, it’s estimated $18.3 trillion (£13.45 trillion) in…
The age you can access your pension may rise. Could it affect your retirement?
In April 2028, the age you can usually access your pension, known as the “normal minimum pension age” (NMPA), will rise from 55 to 57. So, if you hope to retire at 55, you might need to update your retirement plan. Even if your planned retirement date seems far away, creating a plan now could…
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