Financial literacy was first introduced into the national curriculum back in 2014, aimed at children aged between 11 and 16.  However, the delivery was inconsistent, as the requirement wasn’t mandatory across all schools.  Now, as part of a curriculum assessment, a stronger approach to financial literacy lessons is being adopted. From 2028, this education will be mandatory in primary schools, reinforced at secondary level, and recommended in post-16 education.  Read on to find out more about...

Geopolitical tensions and threats of trade tariffs continued to impact global investment markets at the start of 2026. Read on to find out what factors may have affected your investments at the start of 2026. Markets experienced highs, but geopolitical tensions continue to cause volatility   On 2 January, the first day of trading in 2026, the FTSE 100 – an index of the largest 100 companies listed on the London Stock Exchange – hit a new high and exceeded 10,000 points for the first time,...

If you’re a business owner thinking about your long-term plans, you might have already considered the ways you could exit your company.  Employee Ownership Trusts (EOTs) have become a common way to transfer ownership of your business to your valued employees.  However, if you’ve been following the news lately, you might have seen that the 2025 Autumn Budget introduced significant changes to EOTs. While these shifts could affect your tax planning efforts, there are still compelling reasons why...