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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

Investing for grandchildren - a simple guide

This guide explores tax-efficient ways for grandparents to invest in their grandchildren’s future, from ISAs and SIPPs to trusts and gifting strategies.

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Transferring wealth to the next generation – what to consider

How do you want your children or favourite cause to benefit from your wealth? How can you ensure your wishes will be fulfilled? Even if you have plans in place, are your heirs prepared? Here we explore how you can make sure your money is transferred to the next generation as you would wish.

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How to talk to your family about money

Talking openly about money can be hard — but it's key to good planning. Learn how to have better family conversations about money across generations.

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Spring market update: Navigating volatility and finding opportunity
16 April 2025 in Latest investment outlook

In our Spring market update webinar, Tom and Richard broke down today’s complex economic environment into four key themes, providing valuable insights for navigating what they describe as ‘Trump’s world’ of shifting global dynamics, persistent volatility and rising geopolitical risk.

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Our investment outlook for April 2025

In our latest investment outlook, we review the first quarter of 2025 and the evolving economic and geo-political landscape.

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The case for getting into the ring with UK equities

Why holding UK equities in a portfolio can still provide returns.

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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.