Investment Guide

Chesnara’s HSBC Life acquisition, completed in January 2026, has reshaped the group’s balance sheet in ways that merit careful scrutiny from income-seeking investors and those with legacy life-assurance holdings. The insurer’s half-year results for the six months ended 30 June 2026 show group assets under administration (AuA) rising by 38% to £21bn

Financial wellbeing planning, the discipline that places a client’s relationship with money at the centre of the advisory process, is gaining ground among UK practitioners, and Chris Budd’s work helps explain why that shift matters to anyone managing wealth over the long term.

Budd, author of The Four Cornerstones of Financial Wellbeing, argues that traditiona...

The SJP Business Sale Purchase scheme has processed up to 300 transactions per year, with a combined annual value of around £200 million, giving St. James’s Place partner firms a structured internal route to either expand or exit their practices. For wealth managers assessing their own succession planning, understanding how that mechanism ope...

HMRC tax investigation returns reached £34.70 for every £1 spent across its five key taxpayer directorates last year, according to multinational law firm Pinsent Masons, a ...

End-of-life financial planning has, for many years, sat in an uncomfortable corner of the adviser-client relationship, avoided by both parties and deferred until circumstances made it unavoidable. That is beginning to change, and the reasons are as much personal as they are regulatory.

Bill Villanova, president of