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 […]

Learn more

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 […]

Learn more

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 […]

Learn more

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 […]

Learn more

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 […]

Learn more

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 […]

Learn more

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 […]

Learn more

06 Mar 2026

The late rush is predictable – so treat it like a system failure

Nearly a quarter acted in the final week last tax year. That’s not “bad behaviour” – it’s an engagement and process problem. A useful rule of thumb – if something happens every year, it’s not a surprise – it’s a system. And the late rush is a system. In our research*, 24% of advice-engaged clients […]

Learn more

06 Mar 2026

Intergenerational focus: tax year end is a good time to consider plans

Tony Wickenden, Technical Connection Don’t forget, Tax Year End can be a good time to consider intergenerational planning. Understandably, most Tax Year End planning focuses on using available income tax and capital gains tax allowances and exemptions and maximising input into ISAs and pensions. But it’s also a great time to have potentially important conversations […]

Learn more