News & Blog

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  • 28 January 2026

    January News in Review

    By FMB

    This week's edition covers the World Economic Forum in Davos, the latest UK inflation data and historic highs for the gold price.

    • Trump “won’t use force” to seize Greenland – which came as a relief to global leaders and markets, after a challenging period
    • With geopolitical risk dominating, WEF President cautioned that tensions could have a detrimental effect on global
  • 06 January 2026

    5 ways people struggle in retirement

    By FMB

    "When we first published our guide, “The Psychology of Retirement” a few years ago, it wasn’t really something that was on my timeline personally. However, now my first child has gone to university, our conversations have started to feature more about how our lives will change when the kids have left home, how will we fill the time when they aren’t around and then what

  • 05 January 2026

    2025 - a year in review

    By FMB

    Our Year in Review document takes a closer look at key events in 2025 impacting the global economy and markets, and looking ahead to what 2026 may have in store.

    “We are at an inflection point”

    Equity markets in 2025 have been impacted by a mix of competing forces. Geopolitical tensions and evolving US trade policies have sparked short periods of volatility, while

  • The UK is expected to see a significant shift in assets passed down to younger generations over the next 30 years, prompting an interest in intergenerational planning.

    • More families now prioritise intergenerational planning, driven by record IHT receipts and policy changes
    • Only half of advised clients have IHT solutions in place, showing a clear advice-action gap
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