Key Wealth Management

01/01/2026

22/05/2025

Positioning portfolios in a protectionist world
https://key-wealth.com/2025/05/06/positioning-portfolios-in-a-protectionist-world/
US Vice President JD Vance spelled it out in Munich – “there is a new sheriff in town” – and that sheriff’s policies are already having far-reaching consequences. While dealing with geopolitical uncertainties is clearly nothing new for long-term investors, Trump’s re-election has once again vividly highlighted the need for a sound investment approach based on careful planning and positioning of assets.

US Vice President JD Vance spelled it out in Munich – “there is a new sheriff in town” – and that sheriff’s policies are already having far-reaching consequences. While dealing with geopolitical uncertainties is clearly nothing new for long-term investors, Trump’s re-election has once ag...

19/05/2025

https://key-wealth.com/2025/05/06/money-in-the-news-9/

Some 728,000 people who have recently turned 18 have not claimed their Child Trust Fund, figures1 show, with the total value of unclaimed money amounting to £1.4bn. Many eligible young people do not know that their account exists, campaigners say. MPs are urging more action from HMRC to inform pote...

15/05/2025

Spring tips for UK homebuyers
https://key-wealth.com/2025/04/15/spring-tips-for-uk-homebuyers/
Spring typically offers an uptick in listings, with 70% of homes listed in February and March completing quickly .Buyers have benefited from stable mortgage rates and a wider selection of homes to offer on. Early preparation is crucial for making informed and successful decisions in a competitive market .
As spring gets under way, the UK property market is looking refreshed. Rightmove reports the average asking price rose by 1.7% (£5,992) to £366,189 in January 2025, the best start to the year since 2020. This suggests both buyers and sellers are optimistic about the property market this year.

14/05/2025

Investment megatrends for 2025 and beyond
https://key-wealth.com/2025/04/29/investment-megatrends-for-2025-and-beyond/
Investing megatrends are powerful, long-term shifts expected to reshape industries, economies and investment markets on a global scale. These aren’t just passing trends, they’re already changing the way we live and work, influencing how businesses operate and where investors put their money.

Investing megatrends are powerful, long-term shifts expected to reshape industries, economies and investment markets on a global scale. These aren’t just passing trends, they’re already changing the way we live and work, influencing how businesses operate and where investors put their money. 

12/05/2025

Your pension and IHT
https://key-wealth.com/2025/04/23/your-pension-and-iht/
Chancellor Rachel Reeves announced plans to include unused pension funds and death benefits within the value of estates for IHT purposes, during the Autumn Budget 2024. Under the proposals, pension administrators will report and pay IHT directly to HMRC.

Chancellor Rachel Reeves announced plans to include unused pension funds and death benefits within the value of estates for IHT purposes, during the Autumn Budget 2024. Under the proposals, pension administrators will report and pay IHT directly to HMRC. 

09/05/2025

Stamp Duty changes – tune in
https://key-wealth.com/2025/04/23/stamp-duty-changes-tune-in/

From 1 April 2025, Stamp Duty Land Tax (SDLT) rates revert to the thresholds prevailing before temporary increases were put in place in September 2022. What will it mean for homebuyers?

05/05/2025

Kickstart the new tax year with confidence
https://key-wealth.com/2025/04/15/kickstart-the-new-tax-year-with-confidence/
With the new tax year allowances in place, now is the time to make smart financial decisions Taking time to review and refine your financial plan can help you stay on track for the future Ensure you’re making the most of the opportunities available – your future self will thank you!

The beginning of the new tax year is the perfect opportunity to take control of your finances and set the tone for the months ahead.