Exclusives
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The world’s wealthy are on the move, what advisers need to do now to keep up with them
Chris Ball, CEO and founder of Hoxton Wealth, highlights client mobility as a defining shift for financial advice, with more high-net-worth individuals…
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Traditional portfolios are failing the pre-retirement danger zone
Paul Hogg, head of distribution at 8AM Global, argues that traditional portfolio models are poorly suited to the years immediately before and…
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So, you want to make commercial property investments work? What you need to know in 2026
In this article, Oliver Spero, Investment Director at Hartnell Taylor Cook, cuts through the noise to examine where the UK property and investment…
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AI in 2026: Financial services races ahead, but risk and governance must catch up
Sofia Ihsan, AI Consulting Lead at Forvis Mazars, says AI is now deeply embedded across financial services, but governance and oversight have…
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The “Which Pot?” problem: why the home is back on the agenda for advisers in 2026
Written by Phillip Wickenden, CEO of Ad Lucem “I only wanted £40,000 for the kids’ deposit… why has the tax bill felt…
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First-time buyers: turning improving affordability into confident action
Written by Toni Smith, Director, Sesame The future is looking bright for first-time buyers. At least according to recent reports from some of…
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From mortgage to move-in: supporting first-time buyers at every step
Written by Mark Tosetti, CEO at CAL and Director of Partnerships at Movera In any property transaction, a broker’s role doesn’t start…
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2026 Tax-Efficient Investment Insights
Welcome to our 2026 edition of Tax-Efficient Investment Insights – a refreshed and reimagined publication that we have developed with advisers firmly in…
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The FTB Paradox: why stability doesn’t equal simplicity in 2026
For the fourth day of our First-Time Buyer-focused week, Adam Davitt, Senior Sales Manager at online mortgage broker Mojo Mortgages, speaks to the biggest…
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Navigating the changing first-time buyer market with Moneyfacts
Written by Rachel Springall, Finance Expert at Moneyfactscompare.co.uk Mortgage affordability has been a hurdle for first-time buyers. The good news is that mortgage…
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