Our Latest News & Insights
The Beaufort Wealth Management News & Insights section has been designed to provide our clients with access to our personal finance magazines and financial guides which feature informative and relevant financial news. Click on our magazines and guides below to view them.
Is your income protected?
Half of UK workers see income protection as vital, yet only 27% have it Recent research reveals a striking insight. 50% of the UK’s working
Living with uncertainty
How to navigate financial unpredictability The world feels more uncertain than ever, with 83% of UK adults agreeing that life has become less predictable, according
Smart gifting
Tax-free ways to support your children and grandchildren Passing wealth to the next generation is a primary concern for many families, yet the complexities of
Are you holding too much in cash?
Falling inflation and rate cuts could change how savers think about their money Cash is often regarded as a safe haven in personal finance. It’s
Pensions to fall under Inheritance Tax rules from April 2027
How upcoming changes could affect estate valuations and beneficiary payouts In the previous 2024 Autumn Budget, the Chancellor announced that the Inheritance Tax (IHT) thresholds,
VAT on private school fees: the increasing cost of education
How new tax rules are reshaping family finances and long-term planning From 1 January 2025, private schools across the UK were required to apply 20%
Five ways to maximise tax year-end planning opportunities 2025/26
Smart financial moves to consider before the tax year ends on 5 April 2026 As the 2025/26 tax year-end approaches on 5 April 2026, now
When is the right time to invest?
Why market timing rarely works – and why long‑term consistency matters Some people delay investing because they’re waiting for “the right moment.” The idea of
Almost half of UK adults are unaware of their pension savings
New data uncovers a concerning gap in pension awareness and confidence across all generations In the UK, nearly half of working-age adults cannot estimate the