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28/01/2026

🌍 Today is International Reducing CO₂ Emissions Day! 🌱
January 28 reminds us of the urgent need to reduce carbon dioxide emissions and protect our planet for future generations. From cleaner energy choices to smarter daily habits, small actions add up to big environmental gains.
But tackling climate change isn’t just about lifestyle changes: it’s also about where we put our money. As investors, we have the power to support companies that are actively part of the solution rather than the problem. Responsible investing means backing businesses that drive decarbonisation and innovation, not just those doing “less harm.”
💼 Can you build a green portfolio and chase attractive returns? Absolutely! The right strategy can help align your financial goals with positive climate impact (from renewable energy and EVs to carbon-neutral technologies) without sacrificing long-term performance.
🔗 Learn how to construct a portfolio that helps the planet and your returns in our featured article:
👉 https://comparewealthmanagers.com/knowledge-centre/financial-planning/can-we-really-have-a-green-portfolio-with-attractive-returns

Let’s invest with purpose, because every decision counts. 🌱📈

How financial planning can help you during a divorce 05/01/2026

💔 Divorce Day in the UK: why January matters
January 5th, the first working Monday of the year, is often referred to as Divorce Day, a time when many couples, after reflecting over the festive period, decide it’s time to take the next step.
📊 Some UK context:
• Nearly half of marriages in the UK end in divorce over time
• January consistently sees a rise in divorce enquiries across the UK
• Financial pressure is one of the biggest reasons people delay separating, even when the relationship has already ended

💡 This is where financial planning can really help.
From understanding what assets you have, to planning for life after divorce (including property, pensions and everyday living costs) being financially prepared can help reduce stress and uncertainty during an already difficult time.
👉 We’ve put together a clear, practical guide on how to financially prepare for a divorce, whether you’re actively considering separation or simply want to understand your financial position.
🔗 https://zurl.co/iwJJR

How financial planning can help you during a divorce Getting divorced? Getting your finances in order is one of the first steps to take. A financial adviser can guide you through the process.

31/12/2025

Wishing you a happy and financially successful New Year from all of us at Compare Wealth Managers 🥂✨

15/12/2025

Have you thought about the best Christmas gift for your loved ones? 🎄🎁
The festive season is all about generosity: whether it’s thoughtful presents, helping family members, or planning ahead for the future. But when it comes to financial gifts and inheritance, a little knowledge can make a big difference.
If you’re thinking about giving money to loved ones this Christmas, it’s worth understanding how inheritance tax rules work and how gifting today could affect your estate tomorrow. Our article explains what counts as a financial gift, which allowances apply, and how careful planning can help protect what you pass on 👉 https://comparewealthmanagers.com/knowledge-centre/tax-and-inheritance/financial-gifts-and-inheritance-tax-what-investors-need-to-know

✨ And here’s a Christmas idea you might not have wrapped yet: financial clarity. Speaking with a financial adviser can be one of the most valuable gifts you give yourself, and your family, helping ensure your generosity doesn’t come with unexpected tax surprises later on. We can also help you with that: just go to our website and let us find you the perfect financial adviser before Christmas!

🎅 Take a moment this festive season to read our guide and start the conversation with a professional who can help you plan with confidence.

Image: Nicole Michalou/Pexels

Photos from Compare Wealth Managers's post 31/10/2025

🎃 Spooky season is upon us, and so are some financial frights that could impact your savings.

Today is not only Halloween, the scariest day of the year, but also World Savings Day, the ideal day to ask: “Is my savings strategy giving me treats or tricks?”
Here are some scary savings stats in today’s UK landscape:
• One in ten adults still have no cash savings at all (according to the FCA)
• While the average person holds around £16,000, nearly 4 in 10 have £1,000 or less set aside (as per Finder)

So, it’s not just about how much you save - it’s how wisely.
As market bubbles wobble and tax rules tighten, the stakes for savers are rising. That’s why having a knowledgeable financial adviser isn’t just a luxury, it could be a strategic necessity. That way, you can also be prepared for whatever changes or new policies come out of that big red briefcase.
A financial adviser can help you:
• Align your savings with your personal goals and lifespan
• Optimise tax-efficient routes and investments before change hits
• Build a strategy that navigates market shifts, not just survive them

Don’t let your savings become the trick in your financial story.
Read our article on wealth management and how expert guidance can make a difference: https://zurl.co/4Zuah


(Pictures are AI generated)

Photos from Compare Wealth Managers's post 15/10/2025

Selling your business soon?
The way you plan your sale, and when you sell, could make a huge difference to your final payout.
With major UK tax changes arriving in April 2026, now’s the time to review your exit strategy, protect your value, and prepare wisely.
Our latest guide breaks down what to watch out for during the sale process and how the upcoming rules could impact your deal.
👉 Read more: https://comparewealthmanagers.com/knowledge-centre/business-sale/selling-your-business-what-to-be-aware-of-whilst-selling

Photos from Compare Wealth Managers's post 07/10/2025

Thinking about selling your business? Your timing could save (or cost) you thousands.
From April 2026, new rules will reshape how much tax you pay when exiting
❗Capital Gains Tax (CGT): Business Asset Disposal Relief rises to 18% (up from 14% in 2025).
👨‍👨‍👦‍👦 Inheritance Tax (IHT): Business Property Relief capped at £1m – with only 50% relief above that threshold.
📈 AIM shares: Unlisted shares will only qualify for 50% relief.

💡 Selling in 2025 instead of 2026 could save you a substantial tax bill.
Our latest guide breaks down what these changes mean for you, and how to prepare your exit strategy before the window closes. Read the full article 👉 https://zurl.co/CtpHH…

26/08/2025

Markets Moved. Were You Watching? 📊
From a record-breaking solar surge ⚡ to a construction slowdown 🏗 and a surprising shift in investor focus toward defence stocks 🛡, last week had it all.
Catch up on the key market trends shaping August in this week’s Market Brief (16–22 Aug 2025) 👉 https://zurl.co/tET3O

cwmstaging.web.app

19/08/2025

Market Insight: British Solar Power Surges Past 2024 Total ☀️

According to the Financial Times, by mid-August, the UK has already generated 14.08 TWh of solar electricity, surpassing the entire 2024 figure. That’s enough to power 5.2 million homes, with capacity up 20% year-on-year. With record sunshine and expanding capacity, solar is fast becoming a cornerstone of Britain’s energy transition.

💬 What wealth managers are watching:
• Infrastructure Growth: Utility-scale solar farms and storage projects are attracting more institutional capital.
• Green Equities: Renewables and clean-tech companies gaining relative value amid policy support.
• Grid Resilience: Battery storage and grid upgrades becoming investable themes to stabilise supply.
• Thematic Allocation: Solar sits at the intersection of ESG, infrastructure, and long-duration growth strategies.

Looking to capture returns from the green transition? Compare Wealth Managers connects you with FCA-regulated advisers experienced in sustainable and thematic investing.
Simply go to www.comparewealthmanagers.com and start comparing today, its free, fast and confidential.

Weekly Market Brief: 9th–15th August 2025 18/08/2025

Your latest market catch-up is here! In our Weekly Market Brief: 9-15 August 2025, we break down:
– Why the UK faces a £31 billion productivity hit as workers 50+ leave key roles
– Insights on central bank decisions and green-energy stimulus impacting your investments

Stay ahead of the curve, read the full brief here: https://zurl.co/8gu0m

Weekly Market Brief: 9th–15th August 2025 In this Weekly Market Brief: 9th–15th August 2025, we unpack everything from productivity pressures and central bank updates to green-energy stimulus. Stay well-informed and ahead of the curve with Compare Wealth Managers.

13/08/2025

You sold your business, now what? 🤔
The sale of a business is more than a transaction. It’s the culmination of years (often decades) of hard work, risk-taking, and resilience. But it also marks the start of a new chapter that requires as much strategic thinking as the business you built.

Post-sale wealth isn’t just about investing wisely. It’s about taking a step back, reassessing your goals, understanding your new financial landscape, and ensuring your legacy aligns with your vision for the future.

This article from Compare Wealth Managers explores why the smartest business owners don’t rush their next move- and how thoughtful planning now can safeguard and grow your wealth for decades to come. And if you are looking for a wealth manager to help you with the business sale, don't hesitate to contact us.

🔗 Read the full guide: https://zurl.co/EapF8

Weekly Market Brief: 26th July – 1st August 2025 04/08/2025

📉 Market Movers This Week: Inflation Data, Big Tech Earnings & Central Bank Signals
Our Weekly Market Brief (26 July – 1 August 2025) breaks down the headlines that matter to investors:

🔹 US inflation cools — could this sway the Fed's next move?
🔹 Tech stocks rally as Apple and Google beat earnings expectations
🔹 Eurozone confidence dips, raising questions on ECB strategy
🔹 UK housing market shows resilience amid interest rate uncertainty

📈 Whether you're managing wealth or just watching the markets, get the expert summary you need.

📰 Read the full breakdown 👉 https://zurl.co/H7i8u

Weekly Market Brief: 26th July – 1st August 2025 Each week, we provide you with the latest news that may impact the market and, consequently, your investments. Stay informed with Compare Wealth Managers.

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