Investment Quorum

The 2025 Autumn Budget brings higher taxes on savings, dividends, and property income + frozen thresholds - key changes for investors & business owners. We’ve summarised the major updates and what they mean for your financial planning. Read the full guide 👇

We’re proud to share that Investment Quorum has been named in Citywire New Model Adviser’s Top 100 2025 of leading advice firms! 🎉 Thank you to our clients & team for making this happen. We’re committed to improving our tech-enabled platform and advice proposition.

Got extra income each month? You can make gifts free from Inheritance Tax with no seven-year wait. A simple rule most people miss. Find out more: investmentquorum.com/news/post/gift…

Saving for retirement? Many overlook tax-efficient strategies that can significantly impact your savings. Discover how to maximise your investments and minimise taxes in your golden years. It's time to take control of your financial future.

A strong financial foundation is vital for young professionals. It’s not just about securing your today but crafting pathways towards your dreams tomorrow. #FinancialGoals #YoungProfessionals #InvestInYourFuture

Preparing for retirement goes beyond just saving money; it's about crafting smart financial strategies that truly work for you. Our expert tips focus on tax efficiency and tailored planning, ensuring your investments are optimised for the future you deserve. #RetirementPlanning

Estate planning isn’t just about passing on assets; it’s about cultivating a legacy. Let’s discuss how we can tailor a plan that meets your family’s unique needs. #EstatePlanning #FamilyLegacy #WealthManagement

Navigating your financial journey can be daunting, especially for young professionals. The key to success lies in proactive planning and informed choices. Surround yourself with expert advice and resources to empower your decisions. #FinancialAdvice #YoungProfessionals

Entrepreneurs, your business and personal finance can work in harmony. Whether you're juggling investments or navigating cash flow, integrating financial strategies can simplify your life. #EntrepreneurLife #FinancialStrategies

Setting off on the road to financial independence? It's a marathon, not a sprint. The essentials of financial literacy act as your roadmap, guiding you through challenges and chances alike. Let's embark on this journey together. #FinancialIndependence #WealthStrategy

Busy entrepreneurs face unique challenges but can also unlock incredible growth potential with tailored financial strategies. #Entrepreneurship #BusinessGrowth #FinancialStrategies

🎉 Big news: We’ve won @FT_PWM's award for Best Wealth Manager in the UK for Use of Technology! Proud to be recognised for redefining what a modern wealth firm can be. #WealthTechAwards

Facing financial hurdles? Navigating life's challenges can feel overwhelming, but with the right guidance, stability is within reach. Our trusted team is here to help you find clarity, develop strategies, and achieve peace of mind. #FinancialAdvice #WealthManagement

Wall Street rallied to fresh record highs and the dollar soared following Donald Trump's victory in the US presidential election. 📈 IQ's CIO Peter Lowman shares insights on what we should expect next across global markets: investmentquorum.com/news/post/trum…

After 14 years, Labour's back with their first Budget - and as always, there are winners and losers. But what does it mean for you? Read our comprehensive guide to the Autumn Budget statement to learn everything you need to know. shorturl.at/kJCqO

Happy second birthday to our current bull market! But, will it last? Read what our CIO has to say. investmentquorum.com/news/post/happ…

📣 Attention all future retirees! This is your final chance to sign up for our FREE retirement webinar with experts Petronella West and Nick Rolf happening tomorrow at 10 AM BST. Register here: investmentquorum.com/retirement-web…

📉 Is the market taking a breather from its six-month rally? Recent weeks have seen a shift in sentiment, but remember, corrections can present opportunities. Hear the latest from IQ's CIO Peter Lowman: investmentquorum.com/news/featured-…