A complete guide to ISAs | Progeny
Despite the different choices available, all ISAs have several features in common. They all enjoy tax privileges, a consequence of which is that the amounts that you can invest in each type.| Progeny
Despite the different choices available, all ISAs have several features in common. They all enjoy tax privileges, a consequence of which is that the amounts that you can invest in each type.| Progeny
Progeny offers a complete range of tax services, from one-off specialist tax advice to ongoing tax compliance.| Progeny
Speak to a financial planner about your retirement plans | Retirement planning is a highly individual process, and best undertaken by discussing your own circumstances and goals with an expert.| Progeny
Find expat pension advice and support from The Progeny Group. Our team will help you make the best choice for your pension plan.| Progeny
If you’re a UK resident but live/work in a country other than the UK, you should familiarise yourself with the Double Taxation Agreement.| Progeny
In July, sentiment improved as political uncertainty reduced and investor focus turned to the second quarter earnings season. The 90-day tariff pause came and went, with some countries striking deals and an extended deadline of 1st August for the remainder. Although not ideal with tariff rates higher than previously expected and way above the pre-Trump […] The post Market Insight | July 2025 appeared first on Progeny.| Progeny
A self-invested personal pension is the name given to a uk government-approved personal pension scheme allowing more personal control.| Progeny
Experience 360° advice, tailored to you. Enjoy advisory excellence across financial planning, tax, legal and asset management.| Progeny
How to navigate the 60% tax trap Being a top earner in the UK earning £100,000 or more means you could get caught out by the UK’s 60% tax trap and feel the sting of a much higher tax bill then you expected. What is the 60% tax trap The 60% tax trap is part […] The post How to navigate the 60% tax trap appeared first on Progeny.| Progeny
‘What is the greatest economic risk facing the world today?’ This question has been one of many posed in recent investment seminars I have attended. The| Progeny
Progeny Group announces its results for the financial year ended 31 December 2024. Financial Highlights £m (unless otherwise stated) Extracted from audited financial statements Year ended 31 December 2024 2023 Change Revenue 83.9 54.1 +55% Underlying EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortisation) 8.3 (0.9) – Net assets 245.1 224.1 +9% Assets under Advice (£bn) […] The post Progeny announces strong growth in r...| Progeny
Personality profiling is increasingly being used within the workplace, both as a personal development tool and to enhance existing working relationships. By understanding personality traits and communication styles, both individuals and teams are able to build better connections, find roles that align with their strengths and identify areas for development. For firms considering adopting this […] The post Personality profiling to support strong teams | HR in 2025 appeared first on Progeny.| Progeny
Nil rate band trusts are flexible trusts contained within a Will that allows you to leave your available nil rate band onto trust under the terms of your Will.| Progeny
Progeny Group is pleased to announce the appointment of two new Independent Non-Executive directors, Andrea Hodgson and David Baker, to its Board to support the Group’s continued growth and development as a leading wealth manager spanning chartered financial planning, asset management, tax advice and a breadth of legal services.| Progeny
If you’re getting ready for a move to another country, it can be useful to put together a checklist of things to do.| Progeny
Experience 360° advice, tailored to you. Enjoy independent advisory excellence across financial planning, tax, legal and asset management.| Progeny
Financial planning and divorce | Divorce marks the start of a new financial journey, where a financial planner can offer ongoing support.| Progeny
Progeny inheritance tax planning services ensure that the wealth you have created is protected for the long-term benefit of your family.| Progeny
Trusts can be very effective when undertaking Estate planning, helping you save tax and get your financial affairs in good order.| Progeny
Divorce can be one of the most significant events to shape your financial future, but many don’t realise that pensions are often one of the largest assets at stake.| Progeny
Connected financial thinking for moving and living abroad. When it comes to moving abroad and living life as an expat, there are several stages to the| Progeny
The website from which you got to this page is protected by Cloudflare. Email addresses on that page have been hidden in order to keep them from being accessed by malicious bots. You must enable Javascript in your browser in order to decode the e-mail address.| theprogenygroup.com
It proved to be a positive month for growth assets in May, as trade tensions subsided between the US and the EU. Ian Hooper, Chief Investment Officer and| Progeny
What happened? Last month the Republican-controlled U.S House of Representatives narrowly passed a sweeping multi-trillion-dollar tax and spending bill| Progeny
Can you borrow money from a trust to buy a house? If family want to contribute towards a property purchase, one vehicle to do so is through a loan from a Trust.| Progeny
The UK tax system has grownincreasingly elaborate, thanksto revenue-raising tweakssuch as the freezing of manyelements and multiple reformsof dividend taxation.| Progeny
Investing in UK property has long been a favourite investment non-UK residents — thanks to the tangible nature of the asset, the potential for solid| Progeny
What are investors facing right now? They're potentially facing an unmanaged decoupling between the US and China. Sarika: During the course of April, we| Progeny
Trump tariffs have caused market fluctuation, we discuss the strategy for dealing with these volatile conditions for investors.| Progeny
Why women aren't prioritising themselves financially and how professional help can support women on their wealth journey.| Progeny
On Wednesday 2nd April, dubbed 'Liberation Day', President Trump announced the much-anticipated new round of global tariffs on goods entering the United| Progeny
Women’s wealth is on the rise globally. More women are taking on leadership roles, starting their own businesses, and passing wealth down through| Progeny
We provide a 2025 update on QROPs and highlight next steps for expats and their pensions when living overseas.| Progeny
The fourth quarter of 2024 The fourth quarter of 2024 saw some mixed performances from growth assets in their local currency, and some headwinds to| Progeny
What are the Autumn Budget tax implications? With the general election behind us, we focus on how the potential budget changes impact you.| Progeny
There are several global visa programs available to high net worth individuals giving residency or citizenship in another country.| Progeny
Labour have won the general election - But what impact could their manifesto on making work pay have for business owners| Progeny
We discuss the ways in which you can utilise your financial plan to experience a meaningful and happy life and what that means for you.| Progeny
The rising cost of retirement means a re-evaluation of your financial plan is key to helping you stay on track for financial freedom.| Progeny
