Insights & News

The Proposed Changes to CGT and Inheritance Tax for 2024/2025
Author: Karl

FOMO, Risk and Regret? Diversification in the age of the Magnificent Seven
Author: Simon
The BpH team

40 Years of BpH Wealth- What I Have Learned About the True Value of Financial Advice
Author: Simon
Photo of Michael Freedman, Founder

40 Years of BpH Wealth- Reflecting on My Journey
Author: Michael

The March 2024 Budget 
Author: Karl

Explained – What do CGT and Dividend Tax Changes Mean for Investors?
Author: Phillip

2024- Looking Backwards and Forwards
Author: Simon

Ancient History, Modern Lessons- A Story From The Recent GAIA Conference
Author: Simon

Living in a VUCA world
Author: Karl

Scared to spend?
Author: Karl

Behind the Wizard’s Curtain- why the financial media’s claims can’t always be trusted
Author: Phillip

New year, new narratives- no one can predict the unpredictable
Author: Karl

The March 2023 Spring Budget
Author: Karl

New pension tax rules- changes to the Annual and Lifetime Allowance
Author: Phillip

What can the demise of Silicon Valley Bank teach investors?
Author: Simon

Can more tax ever be a good thing? Planning for the additional rate band reduction.
Author: Karl

2022 reflections – Looking backwards and forwards
Author: Simon

Reflecting on our democracy, markets and the media
Author: Phillip

The 2022 Autumn Statement
Author: Karl

Sterling, the US Dollar, Inflation, Interest Rates and UK Debt
Author: Simon

The Life Equivalent of Compound Interest is Wisdom
Author: Simon
B Corp Logo

BpH Wealth achieves B Corp Certification
Author: Darren

The relationship between bonds and base rates
Author: Phillip

2022, the First Five Months
Author: Simon

How much cash is enough?
Author: Phillip

Inflation, Cash and the Purpose of Investing
Author: Simon

An Introduction to ESG Investing
Author: Simon
Women confidence header image Credit: Mohammed Hassan, Pixabay

Women’s Secret Weapon: why women make better investors than men
Author: Rachel
Photo of melting ice in ocean. Picture credit: Erik Mclean, Unsplash

Turning the Tide: how investors could create a better future
Author: Simon

Thrilling Tales and Simple Truths: the art of wilful ignorance in the world of investing.
Author: Simon
Intro to investing 5 header

What kind of investments should I buy? (Investing For Beginners 5)
Author: Rachel
A beach with palm trees. Photo credit- Hakan Tas, Unsplash

The Problem With Probabilities
Author: Karl

What Investment Account Should I Use? (Investing For Beginners 4)
Author: Rachel

Becoming a successful investor [video series]
Author: Simon

Managing Risk and Reinvesting Profits in Volatile Markets
Author: Simon

How Much Should I Invest? (Investing For Beginners 3)
Author: Rachel
Budget summary 2021/22 header image

Budget 2021/2022 Quick Summary
Author: Karl

How Do I Get Started? (Investing For Beginners 2)
Author: Rachel
Gamestop header image- Image credit: Tiffany Hagler-Geard | Bloomberg | Getty Images

What does the GameStop Squeeze Mean For the Future of Investing?
Author: Simon

The Role of Paraplanners at BpH Wealth
Author: Tamnna

What Can I Invest In? (Investing For Beginners 1)
Author: Rachel

You should have no interest in interest, but plenty in the power of compound returns.
Author: Rachel
Picture of wind turbines- Photo credit: Thomas Reaubourg, Unsplash

A Guide to Sustainable and ESG Investing
Author: Simon

The Other Gender Gap: why women must think about wealth
Author: Rachel

The 2020 Worthstone Impact Investment Academy
Author: Karl

The UK Has Seen the Biggest Quarterly Fall in Dividends on Record, Here’s Why Accomplished Investors Shouldn’t Worry
Author: Phillip
Screenshot of Open Banking on the PFP

Open Banking now available on your BpH Wealth Personal Finance Portal
Author: Karl

Briefing Note: Recent changes in Property Taxation
Author: Simon

The Large Conservative Majority
Author: Simon

Markets fell in 2018, but keep this in perspective
Author: Simon

New Charity Committee at BpH Wealth
Author: Michaela

Raising nearly £250 for Macmillan Cancer Support
Author: Michaela