06 Mar 2026

Tax year start planning: Planning ahead is better than last minute

Tony Wickenden, Technical Connection Tax year start planning is arguably more important than tax year end planning. As with most things, “planned ahead” is better than “last minute”. The most obvious year ahead planning is, of course, to invest as much as is possible into the ‘no-brainers’ of ISA and pensions. The shield from both […]

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06 Mar 2026

Admin help beats tax efficiency: the most powerful trigger is ‘make it easy’

Clients don’t need another reminder. They need fewer hoops. There’s a recurring myth in financial services marketing: that the right message will unlock action. Our data* suggests something more practical – and slightly less glamorous. When clients are asked what would most increase their likelihood of taking action before 5 April, the dominant theme is […]

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05 Mar 2026

Investment income tax planning: Tax year end or tax year start?

Tony Wickenden, Technical Connection If you’re getting to the end of the tax year and finding that your client’s non-rental investment income (predominantly dividend income and interest) is bearing tax at a rate that is unacceptable to them, what can you do about it? Well, if your point of realisation is near to the end […]

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05 Mar 2026

The 60% tax trap – watch out for the taper of personal allowance

Claire Trott, Technical Connection The taper of the personal allowance could come as a bit of a surprise – and the effective rate can be hard to stomach. What can you do about this? The taper of the personal allowance could be seen to be a nice problem to have, as you are earning over […]

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05 Mar 2026

The Confidence Gap is the real tax year end problem

Clients aren’t short of information. They’re short of certainty – and that’s why they wait. Tax year end is rarely lost to laziness. It’s lost to confidence. In our study* of 1,000 advice-engaged UK adults (35+, £50k+ investable assets), the average TYE Confidence Index is 45.7/100 – and around three in ten sit in “low […]

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05 Mar 2026

Children’s pensions: Using the £3k IHT annual gifting exemption

Claire Trott, Technical Connection Utilising the £3,000 inheritance tax annual gifting exemption is a great way to pass on funds tax efficiently to the next generation. One of the most tax efficient ways to do this is by making contributions to children’s pensions, because of the benefit in tax relief. Utilising the £3,000 inheritance tax […]

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05 Mar 2026

The ISA-ing on the cake: have allowances been fully used?

Tony Wickenden, Technical Connection Among the many possible actions for individuals to consider as the end of the tax year approaches is to check whether the full ISA (and, where relevant, JISA) allowance has been fully utilised. This will especially be the case, given that dividends and savings income above the relevant allowances are fully […]

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03 Mar 2026

Press release: Quanta Group appoints Harriet Griffin as Chief Operating Officer

Quanta Group welcomes Harriet Griffin as its new Group COO to support ambitious growth plans. Quanta Group, the wealth management group comprising Wealthtime, Copia Capital, and Craven Street Wealth, has named Harriet Griffin as its new Group Chief Operating Officer, with her appointment taking effect inMarch. This newly created role forms part of Quanta Group’s […]

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19 Feb 2026

Press release: Wealthtime Announces New Club Partnership with Bath Rugby

Wealthtime Announces New Club Partnership with Bath Rugby, Strengthening Local Community Impact  A new partnership with Bath Rugby unites two Bath-based organisations committed to performance, growth, and community impact across the 2025–27 seasons. An Exciting New Partnership with Bath Rugby As a Bath based investment platform, Wealthtime is excited to announce its new partnership with Bath Rugby, uniting two local organisations with a shared […]

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