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