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 Using the £3,000 annual inheritance tax gifting exemption to contribute to a child’s pension is a highly tax‑efficient way to pass on wealth. These contributions benefit from pension tax relief and can grow significantly over time through long‑term investing and compounding. Utilising the £3,000 inheritance tax annual gifting exemption is a […]

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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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18 Dec 2025

Toby’s quarterly deep dive – Q4 2025

Toby Larkman, Managing Director, Wealthtime As we reached the end of 2025, it’s fair to say the quarter has been dominated by one thing: the Budget. Months of speculation, a scene setter speech and the Budget itself leaked before the Chancellor stood up created worry for clients, stress for advisers and made the process feel […]

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17 Dec 2025

Wishing you a wonderful festive break

As we all get ready for some time off over the festive period, we’d like to take a moment to thank you for your continued partnership throughout the year. It’s been a pleasure supporting you and your clients, and we look forward to working together with you in the year ahead. We’ll still be here […]

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22 Oct 2025

The new realities of retirement income choice

Toby Larkman, Managing Director, Wealthtime Everywhere you look, the pressures on the UK economy are increasingly hard to ignore. Chancellor Reeves faces a precarious balancing act between government spending, taxation receipts and fiscal rules, all against a backdrop of persistent inflation and relentless cost-of-living concerns. Uncertainty hangs heavy, and with the Autumn Budget in November […]

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