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How ‘Save As You Earn’ share plan savers can avoid an unnecessary tax bill.

Many companies in the UK operate a Save As You Earn (SAYE) share plan often known as Sharesave, which provides employees with a tax efficient way to invest in their company’s shares.

24th July 2025

Key things to understand if your workplace offers share plans.

Share plans play an integral part in any reward and benefits strategy. They are designed to encourage longer term saving which can result in greater financial wellbeing. Jonathan Watts-Lay, Director, WEALTH at work answers some questions on the key things to understand if your workplace offers share plans.

navigating retirement: the pension schemes bill, default traps, guidance and advice.

The journey to retirement, once a relatively straightforward path, has become increasingly complex, particularly since the advent of pension freedoms in 2015. While these freedoms offer unprecedented flexibility, they also introduce challenges, especially concerning how individuals manage their accumulated savings at the point of retirement.

17th July 2025

Market Update – 30th July 2025.

It has been a week of little economic data for markets to process. Euro area inflation currently stands at 2% - matching the ECB’s target.

30th July 2025

Market Update – 23rd July 2025.

Market performance has been mixed this week as earnings season gets underway and President Donald Trump’s 1 August trade deadline approaches.

23rd July 2025

Market Update – 16th July 2025.

Market performance thus far this week has been fairly muted with investors waiting in anticipation to digest a slew of economic data.

16th July 2025