18 Aug 2026

Why Junior ISAs are climbing the financial planning priority list

By Michael Milner, Head of Platform Proposition, Wealthtime. Junior ISAs Are Becoming an Increasingly Important Estate Planning Tool More advisers are recognising the value of Junior ISAs (JISAs) as part of a broader inheritance tax (IHT) planning strategy. As inheritance tax receipts continue to rise and more families are drawn into the IHT net, advisers […]

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30 Jul 2026

Wealthtime Foundation proudly supports local charity Off the Record 

We’re delighted to share that the Wealthtime Foundation has donated £2,500 to Off the Record (OTR), a local charity that provides mental health and wellbeing support for young people across Bath and North East Somerset.  The Wealthtime Foundation trustees were all in agreement to support this fantastic local charity to help it continue its vital work. Off the Record gives young people a safe place to talk, access support and build […]

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22 Jun 2026

The FCA’s priorities on pensions

Following the publication of the FCA’s Consumer Investments Priorities paper, it has now issued explicitly outlined its current priorities for pensions. These priority documents are designed to give firms a clearer view of where the FCA is focusing its attention. They also reflect its broader focus on embedding Consumer Duty and delivering good customer outcomes. […]

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17 Jun 2026

Toby’s quarterly deep dive – Q2 2026

Toby Larkman, Managing Director, Wealthtime The pace of change in Q2 has been impossible to ignore. We’ve seen major pension reforms become law, targeted support move from proposal to reality and a new consultation on how advice should be delivered in the future. On the surface, these may seem quite different. Look a little closer, […]

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16 Jun 2026

Opening a new Junior ISA now online – Wealthtime platform enhancement

We’ve introduced new functionality to make setting up Junior ISA accounts quicker and easier. What’s changed? Previously, instructions to set up a Junior ISA, or carry out tasks such as requesting an illustration, had to be submitted using a form. With our new process, this is now available online, supporting our aim to make as […]

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11 May 2026

Managing regular SIPP income is now an online journey – Wealthtime platform enhancement

We’ve introduced new functionality to make setting up and managing regular SIPP income quicker and easier. What’s changed? Previously, instructions to set up, amend or cancel regular SIPP income needed to be submitted using a paper form. This process is now available online, supporting our ongoing work to move journeys into digital processes. Once we’ve […]

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06 May 2026

Platform charge information available online – Wealthtime platform enhancement

We’ve introduced new functionality that allows you to view Wealthtime platform charge information online, meaning that you no longer need to call up to get this information. What’s changed? Previously, you needed to call us to confirm annual charge details for a client. Now, Wealthtime platform annual charge information is displayed directly on the platform, […]

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15 Apr 2026

Why Tax Year Start is a Key Engagement Time for Financial Advisers

For many investors, the new tax year represents more than just a date change, it’s a financial reset. Fresh allowances, renewed motivation and reflection on the previous year create the perfect opportunity for advisers to engage with clients. Wealthtime’s latest research conducted by Ad Lucem, highlights why the early weeks of the tax year can […]

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13 Apr 2026

The New Tax Year 2026: Adapting to Changing Tax Rules, Pensions and Estate Planning

This commentary is for information only and does not constitute financial advice or a recommendation. Individual outcomes depend on personal circumstances and professional advice is essential. Tax year end is often the busiest point in the financial calendar, with advisers focused on deadlines, last‑minute allowances and client admin. But tax year start can be just […]

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