Apex Independent Financial Planning Ltd, Elm Lodge, 14 Elbow Lane, Formby, Merseyside. L37 4AF

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Insights

How are you preparing for generational wealth transfer?

It’s Global Intergenerational Week (24-30 April) - an annual campaign that promotes and celebrates intergenerational connection.  
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Investor confidence 2026

Advised investors show stronger confidence and contribution intentions in 2026
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Dividend Tax – what’s changing?

Dividend Tax rates rise from April 2026, affecting business owners and investors
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Spring into action: why now is the time to review your mortgage plans

Spring momentum makes it an ideal time to review your mortgage options
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News in Review

News in Review: UK economy grew 0.5% in February, uncertainty over raised interest rates, BTL lending surges, cash ISA deals record high
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Overview of trust registration changes in 2026

UK trust registration rules change in 2026, expanding scope while easing compliance for smaller, low-risk trusts
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