• 77% of high-net-worth individuals began making significant charitable donations after surpassing £2m in personal wealth
• High-net-worth individuals want their money to carry meaning, so philanthropy is becoming integral to wealth planning
• Inheritance Tax receipts continue rising, with forecasts suggesting revenues could reach £14bn by 2030

Wealth milestones trigger

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

Laura is Receptionist at FMB and also supports the accounts and admin teams. Laura is one of our best known face/voice as she is usually the one greeting you at our Kendal office or on the phone!

1. How many years have you worked at FMB? Four and a half years
2. Best part of working for FMB? The team spirit. Everyone is very supportive and caring.
3. Favourite drink? Got to be

• CPI fell to its lowest level since last March, retail sales rose by 1.8% in January, US threatens global tariffs of 15%
• Latest ONS data shows the Consumer Prices Index fell to its lowest level since last March
• ONS retail data shows sales volumes rose by 1.8% in January – the strongest monthly growth since May 2024
• President Trump said he intends to impose global

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.

"Going home for Christmas usually means one thing: catching up with people we haven’t seen since the Christmas before.

This year, a friend mentioned something

"The Purposeful Group journey commenced back in 2011, when I started a new role as CFO for one of the first companies in the IFA sector, which planned to acquire and integrate financial planning businesses.

Having worked for an investment bank, I can attest that financial services is a broad church and I enjoyed a very steep learning curve, over nearly 4 years. Having

We are delighted to share the exciting news that our Director of Financial Planning, Roger Jackson, has been appointed as a Non-Executive Director of the Personal Finance Society (PFS).

Roger’s appointment to the PFS Board comes 18 months after he joined the Board of the Chartered Insurance Institute (CII), which is the parent organisation of the PFS. In December, he was

Hearing loss is more than a nuisance - it’s been termed a public health concern, and it affects over 466 million people worldwide.

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.

What is hearing loss?

There