We’ve built a gilded cage and forgotten the door is unlocked
The 2027 pension changes could mean Britain's wealthiest retirees are saving for a tax bill, not a life.
Read More
Blogs
How to prepare heirs for wealth, not the estates: Do you trust your children with your fortune?
Raising heirs you can trust with your wealth means teaching financial literacy early. Here's where to begin.
Read More
Make 2026 a Year of Unlearning: How to change financial habits for the better
It is common for families to pause and reflect on their goals and ambitions at this time of year. They think about protecting what matters...
Read More
Triumphs, headwinds and the investors backing English wine’s next chapter
Writing in the Times this autumn, Y TREE founder and CEO Stuart Cash made the point that investment, entrepreneurship and ambition are “three things necessary...
Read More
Report
Report
Plugged into Wealth Management 2026
The performance paradox: why did 96% of investors feel confident they know their investments performed well, whilst 84% of wealth managers underperformed?
Read Report
Report
Plugged into wealth management
Do you really know how your wealth performed last year? It should be simple. Reports arrive with reassuring regularity, professionally presented and full of detail....
Read ReportMedia
Podcast
The True Meaning of Success, with Niall Mills
The Future. It’s all there, in front of us. It could go wonderfully. Or it could go badly wrong. It will inevitably require our passions...
Listen
Podcast
The Psychology of Money, with Lucy Beresford and Robin Powell
Unpack the hidden emotions behind financial decisions. We spoke with Lucy Beresford and Robin Powell about the psychology of money, how our learned behaviours shape...
Listen
Podcast
Financial Risk, with Nic Humphries and Johnnie Hampel
What does it really mean to take financial risk - and how much is right for you? Y TREE’s co-founder Johnnie Hampel and Hg Capital’s...
Listen
Podcast
Money talks, with Oliver James and Diana Chambers
Why is money still so hard to talk about? In this episode, psychologist Oliver James and family wealth mentor Diana Chambers talk about how open,...
Listen
Podcast
Women and finance, with Otegha Uwagba and Caroline Edwards
Why have women so often been excluded from conversations about money? Y TREE’s Eliana Sydes speak with author Otegha Uwagba and Caroline Edwards of the...
Listen
