Progeny | Connected Financial Thinking
Experience 360° advice, tailored to you. Enjoy independent advisory excellence across financial planning, tax, legal and asset management.| Progeny
Experience 360° advice, tailored to you. Enjoy independent advisory excellence across financial planning, tax, legal and asset management.| Progeny
Resilient Markets Amid Mixed Signals The third quarter of 2025 was another strong period for global markets, as equities continued to rise despite persistent economic and political headwinds. Investor enthusiasm for Artificial Intelligence (AI) continues to fuel optimism, while the Federal Reserve’s (Fed) first interest rate cut in over a year provided an additional boost. […] The post Market Insight | September 2025 appeared first on Progeny.| Progeny
“To expect the unexpected shows a thoroughly modern intellect”. If you’re unfamiliar with the works of Oscar Wilde, this is a memorable quote from ‘An| Progeny
Our dedicated team can offer exceptional estate planning services. Contact us today to discuss your requirements.| Progeny
The latest UK Autumn Budget reform to count pensions as part of your estate for Inheritance Tax (IHT) is a considerable change and will impact many. At| Progeny
In 2020, when the first Child Trust Funds were starting to mature, I wrote an article thinking about the ways in which children and young people learn about money and financial planning. Five years later as the new school year starts, I thought it as good a time as any to revisit that article. As […] The post Teaching young people about financial planning – five tips appeared first on Progeny.| Progeny
Relocating to a new country such as Belgium is a significant decision and often involves a demanding transition. To help simplify your big move to Belgium, we have created the ultimate moving checklist. With input from our in-house financial experts and colleagues who have already made the move to Belgium, we’ve put together a comprehensive […] The post Moving to Belgium Checklist appeared first on Progeny.| Progeny
When discussing wealth transfer and supporting the next generation with their goals, what is the right time for them to inherit wealth?| Progeny
With the announcement that the Chancellor Rachel Reeves’ Autumn Budget has been scheduled for 26 November, we now have the opportunity to consider what it might entail for us. The post What can we expect from the Autumn Budget in November? appeared first on Progeny.| Progeny
Imagine having the freedom to live, work, and thrive anywhere in the world. At Progeny, many of our colleagues live and work abroad, having relocated to places like Hong Kong, Singapore, Belgium and Dubai. In this series, they share their personal experiences, from the initial planning involved in making the move, to building new communities […] The post Life as a UK expat living in Singapore appeared first on Progeny.| Progeny
Imagine having the freedom to live, work, and thrive anywhere in the world. At Progeny, many of our colleagues live and work abroad, having relocated to places like Hong Kong, Singapore, Belgium and Dubai. In this series, they share their personal experiences, from the initial planning involved in making the move, to building new communities […] The post Life as a UK expat living in Belgium appeared first on Progeny.| Progeny
Overall, August was a broadly positive month for financial markets and saw fairly solid returns across most major asset classes. Global equity markets are still benefiting from a tailwind. Economic growth is moderating but sufficient to allow 5-10% profits growth, more so for larger companies, for multi-nationals, and the all-important tech sector. Monetary policy is […] The post Market Insight | August 2025 appeared first on Progeny.| Progeny
There has been much speculation ahead of the Autumn Budget 2025 about possible changes to property taxes. Nothing is confirmed yet, but the government is| 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| 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
Top earners and higher-rate taxpayers in the UK can mean getting caught in the 60% tax trap. Our tax expert shares tips on mitigating this.| 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| Progeny
Personality profiling is increasingly being used within the workplace, we discuss the benefits for you and your business.| 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
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
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
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
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
