It was Global Intergenerational Week (24-30 April) - an annual campaign that promotes and celebrates intergenerational connection.

It’s a great opportunity for generations to come together and collaborate. With a massive wall of wealth set to pass between generations, starting conversations about the practicalities is a really healthy dialogue to open now. The upcoming

Dividend Tax rates rise from April 2026, affecting business owners and investors

• Ordinary and upper Dividend Tax rates rise by two percentage points
• Dividend Allowance remains £500 per tax year outside ISAs
• Reviewing your combination of salary, dividends and pension can improve efficiency

From April 2026, changes to Dividend Tax kick in. While most of the

The first in our series of three corporate financial planning articles by Nick Brazier, Corporate Specialist at Ascent Consulting, (also part of the Purposeful Group).

What Is Salary Sacrifice? Salary sacrifice (also known as salary exchange) is a straightforward arrangement where an employee agrees to give up part of their gross salary, and the employer pays that amount

I am Director of Operations at FMB and as you know it’s me who puts together the newsletter and organises our client events. You may not know before I worked at FMB I was a Primary School Teacher. As well as my role at FMB I am a Trustee at South Lakeland Hydrotherapy and Entrepreneur in Residence at Lancaster University Management School.

1) How many years have you

Thanks to those that have recently filled in our new post-review feedback forms. The results are really positive with some excellent pointers to areas where our clients want more support. One of the common themes has been learning more about how to help your family. This article will help support your planning and spark some conversations at your next review! The

Article by Larisa Dina who is a researcher finishing her PhD at King’s College London. Larisa is writing exclusively for the Purposeful Group companies of which we are a part, and is an expert on digital health.

The benefits of reducing sedentism and engaging in more physical activity are well-replicated. In a previous blog, I shared how aiming for 7,000 to 10,000 steps

A report from HSBC show that entrepreneurs are feeling optimistic despite an unpredictable economic landscape.

• An HSBC report shows that entrepreneurs remain remarkably optimistic despite policy shifts, market volatility and trade disruption
• Entrepreneurial optimism tends to translate into investment, innovation and job creation across the broader economy

Liz Beavis is Managing Director and a Financial Planner at FMB. She is the daughter of founder Les Beavis. Many of you will know Liz as your planner or from events over the years. From golf days, Brough agricultural show, outdoor events, and our coffee mornings and fundraisers. Liz is one of our longest serving team members.

1) How many years have you worked at FMB? I