INSIGHTS

Markets Outlook Q2 2026
A Narrower Path We began this year with an Investment Strategy titled “A Year for Prudent Optimism”. At the time, our view was that portfolios could

Summary Q2 2026
In the last strategy our view was portfolios could continue to make steady progress, supported by ongoing investment in areas such as technology, particularly in

Winners of Best Financial Adviser 2026 – Southeast Region by Citywire New Model Adviser
We’re delighted to announce that HFMC Wealth have been recognised by the Citywire New Model Adviser Awards 2026, winning the Southeast Regional Best Adviser Award!

James Tuson Recognised in Investment Week’s Leaders List 2026
HFMC Wealth is proud to share that James Tuson, Chief Investment Officer at HFMC Wealth, has been named in Investment Week’s Leaders List 2026, an

‘Clients pick their favourite advisers, not the best practitioners’ – HFMC
HFMC Wealth advisers are being taught how to use ‘negotiation-style’ listening techniques, through an 18-month training programme Read more

Your Spring Statement update – the key news from the chancellor’s speech
Just over three months after her lengthy Autumn Budget, chancellor Rachel Reeves has addressed the House of Commons and delivered the government’s 2026 Spring Statement.

Why poor record-keeping could see HNWIs gifts backfire… and what to do about it
Several recent Inheritance Tax (IHT) announcements may significantly impact high net worth individuals (HNWIs) over the next few years. The extension of the current IHT

What is the Mansion Tax, and will it affect you?
The chancellor used her 2025 Autumn Budget to announce a “Mansion Tax” payable on properties valued at £2 million or more. Officially known as the High Value

What a projected jump in six-figure salaries means for the 60% tax trap
A £100,000 salary was once a considerable sum, reserved for ultra-high earners. Inflation and wage growth over time have seen more UK workers earning six-figure

How to instil a love of literature in your children and grandchildren this National Year of Reading
The National Literacy Trust reported last year on a continuing “reading crisis”. Their early 2025 study found that reading for pleasure among children and young

5 investment lessons for under-35s as two-thirds turn to financial influencers for “advice”
According to the US-based FINRA Foundation, nearly two-thirds of young American investors are taking financial advice from financial influencers. These so-called “finfluencers” offer – often

3 simple investing lessons from the FTSE 100’s record-breaking year
When the FTSE 100 reached 10,000 points for the first time on 2 January 2026, the milestone capped a strong 12 months for the index.