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Adam & Company insights

Our insights hub covers a variety of key topics from the investment world such as retirement and pension planning, wealth and tax planning, ESG investing, investment market updates and the latest global economy and market news.

Latest posts

Planning for long-term care costs: myth busting

Long-term care: the NHS won’t fully fund it, you won’t always need to sell your home, and gifting assets can backfire. Our experts debunk myths and stress early planning.

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Whole of life cover: The ‘secret’ inheritance tax mitigation tool

Learn how whole of life cover can help mitigate inheritance tax and ensure effective estate planning for you and your loved ones.

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The secrets of calculating a wealthy retirement
22 August 2024 in Wealth/financial planning

Find out the secrets to a wealthy retirement and use our handy calculator to find out how much money you’ll have when it comes to retiring.

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Are investors right to be seduced by America’s AI giants?

Our latest insight on how UK and other global markets can still offer attractive investment opportunities for client portfolios.

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Summer webinar: Has election fever positively impacted our client investment portfolios?

In this webinar we discuss the UK election results, their effect on market and economic activity and where they think investment opportunities lie in the next quarter of 2024 for our client portfolios.

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Tax planning for high earners
17 July 2024 in Wealth/financial planning

Our experts explore tax planning strategies for high earners to help achieve their financial goals, build a retirement income & pass on wealth effectively.

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.