Research Archives - Page 2 of 47

Reclaiming Advisor Time: Practical Integration and Personalization for Modern Wealth Management

May 13, 2026

Fragmented technology is eroding advisor productivity by up to 40%, according to our recent research. As client expectations rise and digital innovation accelerates, leading wealth management firms are moving beyond disconnected workflows to stay competitive in the next generation. The High Cost of Workflow Fragmentation Despite significant technology investment across the industry, most advisory […]

Research

Three-quarters of UK millionaires would be happy to pay more tax, research finds

May 13, 2026

Nine in 10 UK millionaires are proud to live in Britain and three-quarters would be willing to pay more tax to ensure public assets get the funding they need, according to research. Despite widely reported concerns that the wealthy are choosing to leave the country owing to higher taxes, the survey found millionaires were […]

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Invoice redirection scams – pause before you pay

May 7, 2026

Invoice redirection scams continue to affect individuals and businesses with established relationships, trusted suppliers and regular payment arrangements. Being informed and prepared remains one of the most effective ways to protect yourself. A simple principle underpins much of our fraud prevention guidance: take a moment to pause before you pay. Creating space to stop […]

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Budget-driven tax changes spur young wealthy Britons to double down on smarter financial planning

April 29, 2026

Young wealthy adults aged 18-34 are emerging as the UK’s most proactive tax planners, challenging longstanding assumptions, according to new research from Brown Shipley, the UK wealth manager and subsidiary of Quintet Private Bank. In response to changes announced in the 2025 Autumn Budget and broader tax changes, this younger demographic is acting far […]

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How to Use Charitable Giving as Part of Your Philanthropy Strategy

April 28, 2026

Many people find it rewarding to support a charity or cause they care about. Whether you give in your lifetime, leave a legacy or do both, it’s a pleasure to know that you’ve made a difference. If you’re leaving a legacy, you’re in great company. There’s a mini-boom in doing so, as UK legacy […]

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Confidence and Education Gap, not access, is the biggest barrier to investing in Investment Trusts in the UK

April 27, 2026

One in five (19%) UK adults has never heard of an investment trust, new Invesco research reveals 45% of cash savers made no changes to their financial arrangements since interest rates began falling in August 2024 37% rely on friends and family for advice and recommendations Nearly one in five (19%) UK adults have never […]

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The 0.1% have hidden more wealth in offshore tax havens than half of humanity own

April 9, 2026

Research by Oxfam shows that globally the 0.1% have hidden more untaxed wealth offshore than the amount owned by half of humanity. Offshore tax havens The super rich 0.1% have £2.68trn hidden in accounts registered abroad, while the 0.01% hold half of that amount. For context, the amount is almost the size of […]

Research

Tax instability driving two thirds of UK's ultra-wealthy to consider leaving, new research reveals

April 8, 2026

42% of UHNWIs prioritise tax consistency in relocation, just 18% cite ‘lowest tax rate’ 48% still only researching and most haven't yet taken concrete steps Two-thirds of the UK's ultra-wealthy have considered leaving the UK country for tax reasons in the past year, new research from BDO reveals. Yet the driving force for those considering […]