Headway Wealth

15/07/2026

Most families think wealth transfer is about passing on assets.
In reality, the bigger challenge is passing on responsibility.

The next generation won't just inherit wealth. They'll inherit decisions, leadership and stewardship. Without the right preparation, even the most carefully structured estate plan can fall short.

Successful families are investing in more than tax planning. They're helping the next generation:
• Understand the purpose behind the family's wealth
• Build confidence through education and experience
• Develop decision-making skills over time
• Align around shared values, not just investment performance

The strongest legacies aren't built in a single moment. They're built through years of conversation, learning and gradual responsibility.

Read our latest article on preparing the next generation for long-term success:
https://monkeylink.co/317f51

Capital at risk.

13/07/2026

Bond investors are seeing yields not seen since 2007, signaling inflation fears. Meanwhile, equity investors are betting on AI to save the world, pushing the S&P to new highs. What's the real story?

Watch our latest Q2 Market Update for the full details:
https://www.youtube.com/watch?v=Bp66SA5uU4c&t=343s



Capital at risk.

10/07/2026

At Headway Wealth, financial planning starts with understanding what matters most to you.

We're proud to receive feedback like this:
"Adviser Elliott Parkhouse listened closely to my needs and provided an efficient solution that truly supports my lifestyle and future plans. I have no hesitation in recommending Headway."

Whether you're transferring investments, planning for retirement or looking for a fresh perspective on your finances, our advice is tailored to your goals, your lifestyle and your future.

Ready to see what personalised financial planning could look like for you? Get in touch with our team today.



Capital at risk.

08/07/2026

A major shift in pension taxation is set to reshape wealth-transfer planning in the UK. From 6 April 2027, unspent pension pots will no longer be exempt from Inheritance Tax (IHT) and may be taxed at 40% if your estate exceeds the IHT threshold. In our new guide to Pensions and Inheritance tax, we explain how this change challenges traditional strategies and why families should rethink how they draw down their retirement assets.

Early preparation, including estate valuation and exploration of tax efficient options such as gifting or trusts, will be essential to protect your legacy.

Download our free guide:
https://monkeylink.co/38ef05

Capital at risk.

06/07/2026

The IPO market is set for a comeback with a surge of smaller, AI-focused tech companies. This shift promises greater investment diversification, moving away from market concentration in single tech giants.

Listen to our latest Q2 Market Update for more investment insights from our CIO, Chris Wheatley:
https://youtu.be/QttLqTNiVKw



Capital at risk.

03/07/2026

High-profile IPOs are making headlines once again.

With companies like SpaceX leading the way and speculation growing around future listings from OpenAI and Anthropic, it's natural to wonder what these blockbuster IPOs could mean for your investment portfolio.

Should you invest from day one? Or is it better to take a longer-term view?

In our latest blog, our CIO, Chris Wheatley explains how IPOs work, when they become part of index funds and why successful investing is about more than chasing the latest market excitement.

Read the full article via the link in our bio:
What Do High-Profile IPOs Mean for Your Investment Portfolio? - Headway Wealth https://monkeylink.co/45a2f5



Capital at risk.

01/07/2026

The summer marks the halfway point of the year for many of us. But when was the last time you checked in on your financial goals?

The start of a new tax year offers more than just fresh allowances and planning opportunities. It's a chance to reset, refocus and give your finances the attention they deserve.

Whether you're investing regularly, reviewing your pension contributions or simply looking to build better financial habits, small actions taken now can have a significant impact over time.

The most successful investors aren't those who perfectly time the market. They're the ones who remain consistent, stay focused on their goals and make the most of the opportunities available to them.

As we move through the year, ask yourself:
• Am I making the most of available tax allowances?
• Is my investment strategy still aligned with my goals?
• Am I giving my money enough time to grow?
• What small step could I take today that my future self will thank me for?

📖 Read our latest blog to discover how to give your investments a head start and future-proof your finances this tax year.
https://monkeylink.co/6751b4



Capital at risk.

29/06/2026

In our latest Q2 Market Update, Headway Wealth Director Hamzah Shalchi sits down with Chris Wheatley, Chief Investment Officer and Head of Family Office, to unpack the key themes shaping markets and what they mean for your financial plan. This quarter's discussion covers:

-The continued strength of AI and US markets
-Global events, including conflict in the Middle East and oil price volatility -Inflation and bond market concerns
-The outlook for UK growth
-Why diversification remains as important as ever

Plus, Chris shares how we're thinking about portfolios in today's environment, why resilience matters more than prediction, and why long-term planning should remain the priority despite short-term uncertainty.

Click here to watch the full episode here: Q2-26' Market Update with Chris Wheatley, CIO https://monkeylink.co/7279f4


Capital at risk.

In our latest Q2 Market Update, Headway Wealth Director Hamzah Shal...

25/06/2026

From 6 AprIl 2026, the UK government increased dividend tax rates by 2.75 percentage points. The ordinary rate rose to 10.75%, and the upper rate to 35.75%, while the additional rate remains at 39.35%. However, you don’t pay tax on dividend income within your personal allowance (£12,570 for 2026/27) or your annual dividend allowance o) £500.

Read our latest blog to learn how to navigate the dividend tax rises in 2026 and how to safeguard your investment income from higher tax rates: https://monkeylink.co/4b29a3

Capital at risk.

23/06/2026

For many successful families, wealth is no longer the challenge.
Complexity is.

Multiple advisers.
Cross-border assets.
Business interests.
Succession planning.
Tax structures.
Philanthropy.

Without coordination, even sophisticated wealth can become fragmented.

This is why more families are turning to the family office model. Not simply for investment management, but for clarity, alignment and long-term stewardship.

A family office brings every moving part of a family’s financial life together under one coordinated strategy, helping families make better decisions across generations rather than in isolation.

At Headway Wealth Family Office, we support principals, international families and British expats navigating increasingly complex financial lives across multiple jurisdictions.

Because wealth is not just about accumulation.
It is about direction, continuity and protecting what matters most.

Read more about how the family office model is evolving and whether it is right for you: https://monkeylink.co/0ac44b


Capital at risk.