Headway Wealth

Headway Wealth -Headway Wealth is a financial advisory and wealth management firm that's committed to helping you r

Your life insurance payout could unintentionally increase your family’s Inheritance Tax bill.As property prices rise and...
16/06/2026

Your life insurance payout could unintentionally increase your family’s Inheritance Tax bill.

As property prices rise and tax thresholds remain frozen, more families are being pulled into the Inheritance Tax net each year.

Many people assume life insurance automatically protects their loved ones financially. But if the policy is not written into an appropriate trust, the payout may form part of your estate and could face up to 40% Inheritance Tax.

A properly structured trust can help:
✔ Keep the payout outside your estate
✔ Provide faster access to funds without probate delays
✔ Help loved ones cover potential Inheritance Tax liabilities
✔ Protect more of your wealth for future generations

Estate planning is not just about building wealth. It is about ensuring your family keeps more of it.

👉 Read our latest article to understand how trusts and life insurance can work together to protect your family’s financial future:
https://monkeylink.co/a09906



Capital at risk.

12/06/2026

Earlier this week, we announced the launch of Headway Wealth Family Office.

Why?

Because we saw growing demand from founders, business owners and families across the Midlands and North whose wealth had become increasingly complex.

Many had access to advisers and opportunities, but lacked a coordinated approach that brought everything together.

Founded by Northerners Hamzah Shalchi and Elliott Parkhouse, and led by Chris Wheatley as Head of Family Office, we believe families in the region should have access to the same level of family office expertise traditionally associated with London or larger wealth centres.

Read the story behind the launch:
Introducing Headway Wealth Family Office - Headway Wealth https://monkeylink.co/e8808a


Capital at risk.

10/06/2026

Today marks a new chapter for Headway Wealth.

Over the years, we have worked closely with founders, internationally mobile families and next-generation principals navigating increasingly complex wealth.

As the needs of the families we serve have evolved, so too has our offering.

Headway Wealth Family Office has been created to provide greater structure, coordination and long-term oversight across everything that affects family wealth.

Built around investments, governance, structuring and generational planning, it is designed to help families make better decisions with greater clarity and confidence over time.

Life your way. For generations.

Discover more:
- Headway Wealth https://monkeylink.co/7c34fe



Capital at risk.

When you think about your future, how far ahead do you plan? Perhaps you’ve envisioned your life ten years from now, but...
08/06/2026

When you think about your future, how far ahead do you plan?

Perhaps you’ve envisioned your life ten years from now, but have you considered what your later years might look like? While retirement planning is common, it often focuses on the early years of retirement, when you’re still celebrating newfound freedom. However, your needs and lifestyle can change significantly over the decades that follow.

Planning for financial security in your later years is just as important as preparing for early retirement milestones. Being proactive now can make all the difference. The choices you make today, whether in early retirement or even before, can profoundly shape your quality of life in the years ahead.

Download our Guide To Financial Planning For A Longer Retirement to learn about what you can do today for a better tomorrow:
https://monkeylink.co/84ebab

Capital at risk.

If your wealth has become more complex over time, you’re not alone.We’ve spent the last several years working closely wi...
05/06/2026

If your wealth has become more complex over time, you’re not alone.

We’ve spent the last several years working closely with founders, internationally mobile families and next-generation principals navigating exactly that.

What comes next is a natural evolution of that work.

A new chapter for Headway Wealth. Coming soon.

16,500 millionaires left the UK in 2025. Not because they stopped believing in opportunity, but because global mobility ...
03/06/2026

16,500 millionaires left the UK in 2025.

Not because they stopped believing in opportunity, but because global mobility is changing how wealthy individuals think about tax, pensions, succession planning and long-term financial security.

But moving abroad does not simplify your finances.
In many cases, it makes them significantly more complex.

Pensions remain in the UK.
Property portfolios stay behind.
Tax rules change across jurisdictions.

And without coordinated advice, the risk of costly mistakes increases dramatically.

In the latest news feature, Headway Wealth discusses the growing demand for truly independent, cross-border financial planning and why internationally mobile individuals need advice that sees the whole picture.

👉 Read the full article here: Britain’s Wealth Exodus Drives Demand for Cross-Border Planning
https://monkeylink.co/9786e6



Capital at risk.

We were honoured to support this year's Maddison Invitational at the Centurion Club on 26 May, joining an incredible day...
01/06/2026

We were honoured to support this year's Maddison Invitational at the Centurion Club on 26 May, joining an incredible day of golf, friendship and fundraising for causes that make a real difference. ⛳

Events like these remind us that success is not only measured by financial outcomes, but by the positive impact we can have on the communities around us.

Supporting Dementia UK was particularly meaningful for Hamzah Shalchi, Director at Headway Wealth:

"Dementia is a cause that is very close to my heart. Watching my grandfather live with the condition gave me a first-hand understanding of the impact it has, not only on the individual but on the entire family. We're proud to support initiatives like the Maddison Invitational that help raise awareness and vital funds for those affected."

A huge thank you to James Maddison and everyone involved in organising such a fantastic event and raising money for important causes.

29/05/2026

Some decisions shape your outcomes.
Others shape what your family carries forward for generations.

We’ve been building something designed around long-term thinking, continuity and a more coordinated approach to your wealth.

It’s a simple question but one many people can’t answer.Recent research shows:Around 9 million UK workers don’t know how...
27/05/2026

It’s a simple question but one many people can’t answer.

Recent research shows:
Around 9 million UK workers don’t know how many paydays remain
31% of over-55s are unsure
Some believe they have 20+ years left, when the reality is far less
This lack of clarity can delay action and put retirement plans at risk.

The truth is, retirement isn’t just about age — it’s about time left to save. And that time may be shorter than you think.
Understanding your remaining paydays can help you:
✔ Take control of your savings strategy
✔ Set realistic goals
✔ Avoid last-minute financial shortfalls

Read our latest blog to find out why counting paydays could change your retirement plan: https://monkeylink.co/515d71



Capital at risk.

Address

Durham Workspace, Abbey Road
Durham
DH15JZ

Website

Alerts

Be the first to know and let us send you an email when Headway Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Headway Wealth:

Shortcuts

Share

Category