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March 27th 2025
Spring Statement 2025 – Key takeaways with Tom Caddick
Following the UK Spring Statement, announced on Wednesday 26 March, Chief Investment Officer Tom Caddick provided his initial thoughts and key takeaways including what this could mean for investors.
March 26th 2025
Protecting you and your wealth from AI fraudsters
Imagine receiving a desperate call from a family member, pleading for urgent financial help. But what if it’s not your family member at all?
March 14th 2025
Are your finances ready for the new tax year?
As the seasons change, and the days get longer, many of us feel a sense of regeneration and a desire to make changes in our lives. Can you extend the urge for spring cleaning and freshening up your home into other aspects of life, such as your finances?
March 11th 2025
Market noise: Risks, opportunities and long-term growth
Nothing seems to guarantee a sleepless night more than worry, especially when tinged with uncertainty, or a sense of possibility. Worry pulls in one direction and the possibility of change in another, ensuring our brains are so distracted analysing risks and possibilities that sleep becomes entirely elusive.
March 10th 2025
How we are positioning our portfolios for long-term growth
In today’s rapidly evolving investment landscape, navigating the market requires both strategic foresight and disciplined execution. To do this, we carefully analyse current economic conditions, market trends, and emerging opportunities to optimise our portfolio positioning for sustainable long-term growth.
February 26th 2025
Authentication fraud – are your precautionary measures strong enough?
Authentication fraud is becoming an increasingly significant threat to both people and businesses. With this type of fraud, cybercriminals aim to exploit weaknesses in authentication processes or human nature to access personal information. Understanding how authentication fraud works and how to protect yourself is essential for safeguarding your personal and financial data.
February 26th 2025
Isle of Man Government budget: How might recent changes affect your wealth
In their annual budget update on Tuesday 18 February, the Isle of Man Government announced a 1% reduction in the higher rate of income tax, lowering it from 22% to 21%.
February 14th 2025
6 important financial steps every couple should take to protect their future
Money often plays a pivotal role in relationships, yet many couples avoid discussing finances until life throws them a curveball. Our latest research reveals that only 20% of wealthy individuals in the UK prioritise financial planning before marriage, despite the significant financial implications of divorce*.
February 7th 2025
What to consider when purchasing a property post-divorce
Divorce can be a transformative time, not just emotionally but also financially. When it comes to purchasing a new property after a divorce, you should approach the process with a clear understanding of your current financial position and how to best manage your wealth going forward. Whether you’re securing a home for yourself or investing in a property, thoughtful planning is important to help set you up for success in your future.
January 30th 2025
How to stay safe from romance scams
In the modern tech-driven world, the way we meet new people has changed. So too has the way many new romantic relationships begin. Online dating has now become the norm for many, making it increasingly common to begin a relationship with someone you’ve never met in person. This shift is one that fraudsters have taken advantage of in recent times, resulting in an increasing trend of romance scams.
January 22nd 2025
An outlook on the 2025 UK property market
As we head into 2025, we have a cautiously optimistic outlook for the UK property market. This year, the house prices are anticipated to experience some growth, albeit moderate. This will be influenced by factors such as interest rates, government policies and regional trends.
January 22nd 2025
The foundation for longevity
In the world of wealth management, meticulous planning ensures your financial assets are preserved and amplified. But have you considered the value of safeguarding your most critical asset—your health?
January 17th 2025
Investing in gender equality and empowerment
Throughout the year, we celebrate women on occasions such as Women’s Month, Mother’s Day, and International Women’s Day. These days focus on honouring their contributions and highlighting the ongoing fight for gender equality and empowerment. However, it’s important to consistently go beyond these moments to truly support the rights and potential of every woman and girl, but to also recognise the broader advantages of investing in gender equality.
January 14th 2025
A year of change and innovation: Our top 5 articles and videos of 2024
As 2024 draws to a close, we’re reflecting on a year that has been defined by global change and innovation. From a wave of elections ushering in new leadership across key nations to global conflicts, and the continuous rise of artificial intelligence, the world has seen significant shifts impacting economies, businesses, and individuals alike.
January 9th 2025
Q4 market performance: Reasons to be cheerful amidst higher volatility
The last quarter of 2024 was marked by a backdrop of geopolitical tensions, shifting central bank policies, and significant political developments.
January 6th 2025
Top 5 financial tips for expats living in Dubai
Living in Dubai offers a lifestyle unlike any other, with its dynamic business environment, luxurious amenities, and favourable tax regime. But even for seasoned expats, managing your finances effectively can make a significant difference, helping you to maintain and enhance your quality of life.
January 6th 2025
5 things to know before you make the move to Dubai
A significant number of high-net-worth individuals are choosing to leave the UK and are either moving or considering a move to Dubai, for its culture, lifestyle, and business opportunities.
December 24th 2024
Stay ahead of fraudsters in 2025
Each year, fraudsters find increasingly sophisticated ways to target individuals and businesses, and 2024 was no exception. Global losses from digital fraud alone were estimated at $47.8 billion throughout the year – a sharp 15% increase from 20231. Meanwhile, in the UK, the National Crime Agency has declared fraud the most prevalent crime, making up more than 40% of offences in England and Wales2.
December 20th 2024
2025: A year of global transformation
As the curtain falls on 2024, we welcome a new year brimming with possibilities and challenges. 2025 is poised to be a year of transformation and continued innovation, with dramatic shifts in global politics, economic strategies, and market trends. The stage is set for an eventful journey, and market participants are watching with bated breath to see how these changes will unfold.
December 4th 2024
Undivorce: The growing trend in modern relationships
Divorce, once considered a definitive end to marriage, has been common for a long time, with one third of marriages ending in divorce over the past 50 years1. Yet, a growing number of couples are rewriting this narrative, embracing what some are calling ‘undivorce’ – the act of calling off a divorce or remarrying a former spouse.
September 23, 2026
Beyond the headlines: Investing in an age of AI, debt and geopolitical change
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