New Tax Year Planning for HNW Clients: What Advisers Should Prioritise in 2026/27
The 2026/27 tax year starts today. Here is what wealth advisers should prioritise for HNW clients, from frozen thresholds to pension and CGT planning.
Articles by Jonny Rowse
How Turnkey MFO Solutions Are Reshaping UK Wealth Management
Turnkey multi-family office solutions are giving independent advisers access to institutional infrastructure. Here is how they work and who they suit.
The Role of Institutional Custody in Client Confidence
Why custody arrangements matter more than most advisers think, and how institutional-grade custody builds client trust and practice value.
Why Independent Advisers Are Outgrowing Networks
More wealth advisers are leaving networks to go fully independent. We look at the reasons behind the trend and what it takes to make the move.
Choosing the Right Platform for Your Wealth Practice
A practical framework for wealth advisers evaluating platform options, from custody and reporting to scalability and cost.
UK Wealth Sector Consolidation: What It Means for Advisers
Mergers and acquisitions are reshaping the UK wealth management landscape. Here is what the consolidation trend means for independent advisers.
What HNW Clients Actually Want from Their Adviser
Beyond performance: what high net worth clients truly value in an advisory relationship, based on industry research and practical experience.
The Case for Multi-Asset Class Portfolios in 2026
Why wealth advisers should consider broadening portfolio construction beyond traditional equities and bonds for HNW clients.
Consumer Duty One Year On: What Wealth Advisers Must Do Now
The FCA's Consumer Duty has been in force for over a year. Here is what wealth advisers need to focus on to stay compliant and competitive.