Financial & Investment News

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Investment market update: September 2026

In September 2026, markets experienced some volatility due to conflict in the Middle East and the impact it had on energy prices. Discover other factors that may have affected the performance of your portfolio. Markets got off to a weak…

5 frightful tax mistakes you should be mindful of this Halloween

Halloween: the season of ghouls, goblins, and gremlins; warlocks, witches, and wizards. Children everywhere are preparing to dress up in their most frightening finery and fill their pumpkin-shaped buckets with sweets and chocolates. While you may have outgrown Halloween treats,…

FT Adviser Top 50 boutique firm 2026

Estate Capital makes it into the Top 50 Boutique Financial Advisers in UK for a second-year running. We are delighted to confirm that Estate Capital have once again made it into The FT Adviser Top 50 Boutique Financial Advisers list.…

The difference between building wealth and building business value

As a business owner, your personal and business financial values are often closely linked, but they’re not the same. Focusing only on the valuation of your business when assessing whether you’re on track for personal long-term goals could be risky.…

Life insurance v family income benefit: Which is right for your family?

You no doubt want to protect your loved ones against life’s twists and turns. For many families, that includes shielding their finances from the worst-case scenario – the loss of a family member. While suitable financial protection could provide a…

The £12.3 billion cost of delaying estate planning

Affluent families who delay estate planning could miss out on chances to reduce a potential Inheritance Tax (IHT) bill and pass more on to their families. Find out if you could benefit from considering IHT and how you might pass…

How a cashflow model could provide clarity about your retirement income

Having a reliable income in retirement could give you the freedom to create a lifestyle you enjoy and achieve those bucket-list goals you’ve dreamed about for years. In a 2023 survey by Legal & General, 94% of UK adults said…

Investment market update: June 2026

According to the Organisation for Economic Co-operation and Development (OECD), a global recession could occur if the conflict in Iran continued into 2027. The organisation warned that delays in agreeing a peace deal would affect global growth and cause energy…

What does a change in prime minister mean for your finances?

On 22 June, Keir Starmer announced he would quit as Labour Party leader. The decision had been anticipated in the media, but the changes still pose some uncertainty over the coming weeks. Read on to find out what it could…