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Your pension and IHT

April 24, 2025

Chancellor Rachel Reeves announced plans to include unused pension funds and death benefits within the value of estates for IHT purposes, during the Autumn Budget 2024. Under the proposals, pension administrators will report and pay IHT directly to HMRC. Death-in-service benefits paid out by employers [...]

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Thomson Tyndall – Tariff and Recent Market Movements

April 8, 2025

Whilst we try not to be short-term in our thinking, given the extreme market movements over the past few days we thought it would be helpful to provide a brief update to address investor concerns about the recent market falls and the effects these are [...]

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Thomson Tyndall Investment Thoughts Q2 2025

April 8, 2025

Whilst we are not yet halfway through the year, 2025 has shown how uncertainty can drive sentiment and volatility in markets. At times like this, where headlines are extreme and unreliable, it is important to focus on the difference between speculating and investing. Our focus [...]

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Spring Statement 2025

March 28, 2025

“A serious plan for growth” On 26 March, Chancellor of the Exchequer Rachel Reeves delivered her Spring Statement unveiling updated economic forecasts from the Office for Budget Responsibility (OBR), announced further reductions to welfare spending and confirmation of a rise in defence spending. The Chancellor [...]

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Advised investors are ‘less vulnerable’

March 20, 2025

Investors who receive financial advice are four times less likely to be vulnerable than the general population, according to analysis¹. The study looked at a cohort of more than 5,000 advised investors, assessing them using a psychometric financial wellbeing questionnaire. Designed by an in-house behavioural [...]

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End of tax year IHT recap – gen up on gifting allowances

March 6, 2025

Recent HMRC data shows that IHT receipts rose to £4.3bn during the period from April to September 2024, a £400m increase on the same period the previous year. With 27% of 18 to 34-year olds (1.1 million people) holding out for an inheritance before going [...]

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Narrowing the gender protection gap

February 27, 2025

You’ve probably heard about the gender pay gap. You may even have heard about the gender pension gap. But did you know there is also a gender protection gap? Women are typically less likely than men to have insurance that protects them financially against the [...]

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Don’t invest under the ‘finfluence’

February 18, 2025

People are increasingly seeking financial guidance on social media. While financial influencers – or ‘finfluencers’ – can be useful in raising awareness around financial matters, there is also a darker side to the growth of unregulated advisers. Social media age In the UK, more than [...]

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Family tensions over money talks – time to break the taboo

February 14, 2025

Many wealthy individuals hesitate to discuss financial planning due to fears of family disagreements, with 10% avoiding the topic altogether and 27% finding it uncomfortable¹. However, this reluctance to have a discussion could lead to future misunderstandings, as family members may have unrealistic expectations about [...]

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A few months left to maximise your State Pension

February 4, 2025

The government is encouraging individuals to take advantage of the opportunity to maximise their State Pension by filling gaps in their National Insurance (NI) records for the period between 6 April 2006 and 5 April 2018. By making voluntary contributions, people can potentially increase their [...]

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