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Headway Wealth -Headway Wealth is a financial advisory and wealth management firm that's committed to helping you r

In our latest Adviser Spotlight, Duncan Raeside, Financial Planner specialising in cross-border financial planning at He...
19/10/2026

In our latest Adviser Spotlight, Duncan Raeside, Financial Planner specialising in cross-border financial planning at Headway Wealth, talks about his career, his approach to working with expats and internationally mobile, UK-connected clients, and the realities of managing finances across borders.

But the conversation goes beyond financial planning. Duncan also shares some of the experiences, interests and influences that have shaped him personally, giving you a chance to get to know the person behind the adviser.
From navigating the complexities of cross-border planning to the personal experiences that have shaped his career, this episode offers a closer look at Duncan, his approach and what he enjoys about working with clients.

🎧 Listen to the full episode:
Spotify: https://monkeylink.co/c949df
YouTube: - YouTube https://monkeylink.co/29f2d9


Capital at risk.

Iran, markets and the US midterms: what does it mean for investors?Geopolitical uncertainty is difficult to predict, but...
16/10/2026

Iran, markets and the US midterms: what does it mean for investors?

Geopolitical uncertainty is difficult to predict, but its potential impact on financial markets is easier to see.

The ongoing conflict involving Iran and the US has contributed to higher energy prices and renewed inflation concerns, while the upcoming US midterm elections on 3 November add another layer of political and policy uncertainty for markets.
For investors, this is a useful reminder of why diversification matters.
Different assets, sectors and regions can respond very differently to the same event. Energy companies may be affected by changes in commodity prices, while businesses reliant on global supply chains can be exposed to trade restrictions and tariffs.

A diversified portfolio cannot eliminate market risk or protect against every fall. But it can reduce reliance on one country, sector, asset class or economic outcome.
The key is not trying to predict what happens next. It is making sure your portfolio is structured around your objectives, investment timeframe and capacity for loss.
Read our latest article, “Why investment diversification matters in an uncertain world”, to explore how diversification can form part of a long-term investment strategy.

👉 Read the article: https://monkeylink.co/d72ac2



Capital at risk.

Inheritance Tax is often discussed in terms of the rate and the value of an estate. But for families with significant pr...
14/10/2026

Inheritance Tax is often discussed in terms of the rate and the value of an estate. But for families with significant property and pension wealth, there is another important question:
Where would the money come from to pay it?
Inheritance Tax is generally due by the end of the sixth month after death. For families whose wealth is largely tied up in property, finding the necessary cash could be challenging.

And from 6 April 2027, most unused pension funds and pension death benefits will come into scope for Inheritance Tax, potentially increasing liabilities for some estates.
That makes estate liquidity an increasingly important part of the planning conversation.

Our latest article explores:
• Why property-rich estates can face liquidity challenges
• The six-month IHT payment deadline
• How the 2027 pension changes could affect estates
• When IHT can potentially be paid in instalments
• Why borrowing may be one option to consider in some circumstances
• Why estate planning should look beyond the tax bill itself

The question isn't just how much Inheritance Tax you might owe. It's how your family would pay it.

👉 Read our latest article to find out more:
https://monkeylink.co/e5cc1a



Capital at risk.

12/10/2026

Many families struggle with where to add the most value. We explore solutions for complicated situations like generational wealth, international mobility, or funding operating businesses. It's about smart financing and asset diversification.



Capital at risk.

Your Will Is About More Than What You Leave BehindIt is about having control over your wishes and protecting the people ...
09/10/2026

Your Will Is About More Than What You Leave Behind
It is about having control over your wishes and protecting the people who matter most.

Without a Will, the law determines how your estate is distributed, which may not reflect your wishes.

A Will can help you:
• Decide who inherits your wealth and possessions
• Provide for children and nominate guardians
• Appoint executors to manage your estate
• Consider Inheritance Tax and charitable giving
• Keep your wider financial arrangements aligned

And remember, a Will should evolve with you. Marriage, divorce, children, changes in wealth or family circumstances can all be reasons to review your arrangements.

Taking the time to put your wishes in place today can give you and your loved ones greater certainty for tomorrow.

Read our latest insight to learn more about why having an up-to-date Will matters:
https://monkeylink.co/f4db99



Capital at risk.

Financial planning is not simply about managing money. It is about creating a plan for the life you want to live.Your fi...
07/10/2026

Financial planning is not simply about managing money. It is about creating a plan for the life you want to live.

Your financial priorities can change over time. Retirement, family, property, investments, business interests and legacy planning all need to work together.
Good financial planning brings these pieces into one clear picture, helping you make informed decisions today while keeping your longer-term goals in sight.

Because financial planning is ultimately about one question: What do you want your wealth to make possible?

At Headway Wealth, we help individuals and families bring clarity, structure and long-term thinking to their financial lives.

This World Financial Planning Day, take a step back and ask: Is your financial plan still aligned with the life you want?



Capital at risk.

05/10/2026

Families are increasingly focused on long-term wealth preservation and ensuring their legacy endures.
For next-generation members, whether they are in their early twenties, late thirties or forties, the key question becomes: 'How do I safeguard what we've built?' This involves understanding the family's overarching expectations and proactively managing wealth.
This proactive approach is crucial for sustainable wealth management.

Listen to our latest Family Office podcast to learn more:
Listen on Spotify: https://open.spotify.com/episode/3VsWIOS9BvliuHjv7O9hdp?si=ht7dzB67Ru6A0afuwaoSlQ Watch on YouTube: https://monkeylink.co/217179

Capital at risk.

With the main tax rates ruled out, attention is turning to investments, property, pensions and wealth.As 28 October appr...
02/10/2026

With the main tax rates ruled out, attention is turning to investments, property, pensions and wealth.

As 28 October approaches, speculation is building around possible changes to CGT, IHT, pensions and property taxation.

Rather than reacting to headlines, now is a good time to understand your current position and consider where potential changes could affect your financial plan.

Read our latest insight, “Autumn Budget 2026 Tax Watch”, for the key areas to watch:
Autumn Budget 2026 Tax Watch | Headway Wealth https://monkeylink.co/1a8e81



Capital at risk.

What happens when you’ve spent decades building a successful business, sell it for life-changing money, and suddenly sta...
30/09/2026

What happens when you’ve spent decades building a successful business, sell it for life-changing money, and suddenly start thinking about leaving the UK?

In his latest article, our CIO and Head of Family Office, Chris Wheatley, explores the growing appeal of international relocation among wealthy business owners, and why choosing where to live is about far more than tax.

From Dubai to Spain, Italy and Switzerland, Chris looks at the financial, lifestyle and practical considerations to think about before making the move.
Read Chris’s latest article: “Sell the Business. Leave the Country?”

Sell the Business. Leave the Country? - Headway Wealth https://monkeylink.co/dc741e

Capital at risk.

28/09/2026

Your retirement could last decades. Is your money prepared to go the distance?

Saving is important, but investing can play a valuable role in helping your retirement wealth grow and keep pace with inflation.

A thoughtful investment strategy can help you:
• Balance growth and risk
• Diversify your investments
• Protect against inflation
• Stay focused through market volatility
• Support your income throughout retirement

Read our blog to explore how investing can form part of your long-term retirement plan:
https://monkeylink.co/a044c9



The value of investments and the income from them can go down as well as up, and you may get back less than you invest.

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Durham
DH15JZ

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