Welby Associates

News

Keep up to date with the latest Welby happenings

May Market Commentary

April was an explosive month as President Trump's 'liberation day' on 2nd April caused major market turmoil. The trade tariff war was more hostile than markets had predicted and most indices went tumbling as the news of the tariffs broke.

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Intergenerational financial planning: A roadmap for families

Intergenerational financial planning is about creating a structured approach to managing and transferring wealth across generations. For British families, this process is increasingly vital as economic pressures, complex family dynamics and evolving tax rules shape the financial landscape.

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UK pension reform promises £1,000 savings boost for retirees

The UK Government has unveiled significant plans to consolidate small pension pots, potentially boosting retirement savings by £1,000 for the average worker. Announced on 24 April 2025, the initiative targets the 13 million small pension pots worth £1,000 or less, which are growing by around one million annually.

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UK inheritance tax receipts soar above £8 billion

Inheritance tax (IHT) receipts have hit another record high according to the latest figures from HM Revenue & Customs (HMRC). HMRC collected £8.2 billion from April 2024 to March 2025, a £750 million increase on last year’s record.

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The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Welby is a trading name of Welby Associates Wealth Management Ltd Company Registered Number NI630504 who is authorised and regulated by the Financial Conduct Authority, FCA register number 697372. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

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