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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10 Apr 2026

Meet Colin Stone: Building and maintaining relationships with our firms

We value building and maintaining a close knit relationship with all the firms we work with here at Wealthtime. We’ve caught up with Colin, who is our Business Development Manager for the North and, West and Wales to hear about his career journey, what motivates him, and his view on maintaining good relationships with our […]

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09 Apr 2026

Welcome to tax year 2026/27

What’s changed, what’s stayed the same, and what’s next? Some allowances remain frozen, others have been adjusted, and there’s additional change on the horizon. Here’s a concise overview to help you get to grips with the tax and planning changes that took effect on 6 April 2026. What’s changed for 2026/27? Dividend Tax Rates Increase […]

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08 Apr 2026

Bath MP Wera Hobhouse visits Wealthtime offices

Bath MP Wera Hobhouse visited Wealthtime’s offices at Royal Mead to discover more about how a long-standing Bath employer is helping people across the UK invest and save.   Wera’s visit to Wealthtime Bath MP Wera Hobhouse heard about Wealthtime as an award-winning Bath-based investment platform that is a long-standing Bath employer. She visited Wealthtime’s […]

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19 Mar 2026

Toby’s quarterly deep dive – Q1 2026

Toby Larkman, Managing Director, Wealthtime A noisy start to the year As we head towards tax year end, policy discussions gather pace, regulators continue to outline their priorities, and through it all, advisers are trying to help clients make sense of it all. Our recent research with Ad Lucem reflects this mood. More than half […]

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18 Mar 2026

Wealthtime’s Sophie Hall Named One of Bath’s Most Inspiring Women 2026

Wealthtime is delighted to announce that our Commercial Director, Sophie Hall, has been recognised as one of Bath & Somerset’s Most Inspiring Women 2026. The honour comes as part of The Business Exchange South West’s annual celebration of exceptional women across the region.   Each year, The Business Exchange asks its readership to nominate women […]

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13 Mar 2026

Meet Mahalia Duhaney‑Collins: Driving Better Outcomes

Working closely with advisers is what we do best. We caught up with Mahalia, from our Key Account Management team (KAM), to hear about her journey, what drives her, and how important it is for us to help advisers provide the best possible service and positive outcomes for clients. Tell us a bit about yourself […]

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10 Mar 2026

Press release: Wealthtime Research Reveals Over Half of Advised Clients Are More Worried About Tax

New research from Wealthtime reveals tax anxiety among UK investors is rising sharply. The study shows that more than half of advised clients feel more worried about tax than they did a year ago, with confidence in tax-year end planning at notably low levels. Tax Concerns Rising Among Advised Clients The nationally representative survey—conducted by […]

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