INSIGHTS

3 important reasons why advice is vital during a HNW divorce
The former Hollywood super couple, Brad Pitt and Angelina Jolie, filed for divorce back in 2016. Citing “irreconcilable differences”, the couple – often dubbed “Brangelina”

7 important financial lessons for your HENRY children
The term “HENRY” was coined by American journalist Shawn Tully back in 2003, to categorise a High Earner, Not Rich Yet. It’s a designation that

Why balancing fitness and financial advice might be the secret to success
In 2024, IFA Magazine reported high net worth individuals (HNWI) were more likely to have taken up yoga, employed a personal trainer or turned to

How to manage complex life insurance and estate planning as a HNWI
The Treasury’s Inheritance Tax (IHT) receipts are rising, with MoneyAge confirming that HMRC collected £6.3 billion between April and December 2024, an increase of £600

What the chancellor’s IHT pension changes mean for your long-term estate planning
In her Autumn Budget back in October 2024, Chancellor Rachel Reeves announced changes to the Inheritance Tax (IHT) treatment of pensions. The proposal to move

Staycation in style: 7 Scottish castles to book now
You might have spent your winter chasing the sun around the globe but spring is finally here. And with it, the opportunity for a bracing

Summary
Whilst we remain in an interest rate cutting cycle, the journey may be shorter than previously anticipated. This is particularly the case in the United

Well, that wasn’t so bad, was it?
With some trepidation I started the Investment Strategy at the beginning of last year, raising the hope that 2024 would deliver a more settled year

Whoa, we’re halfway there
Once upon a time, not so long agoTommy used to work on the docks, union’s been on strikeHe’s down on his luck, it’s tough, so

Consolidating the Core Range of Model Portfolios: A Streamlined Future
From February 2025, HFMC Asset Management will consolidate its Core range of model portfolios, removing the distinction between those “including property” and “excluding property.” This

Welcome to the Winter Edition of The Wire
As the days grow shorter, fires crackle, and the first year’s frosts blanket the ground, change is in the air — most notably with Rachel

Are you underinsured – and what to do about it?
The value of the luxury and high-cost items you own isn’t static. Instead, the monetary worth of everything from your house and your watch to