Research

November 2026

• The MapAltrata and Wealth-X alternatives for UK wealth managersA fair comparison of Altrata, Wealth-X and their alternatives for UK wealth managers and private bankers, by the job each tool does, from each vendor's own published words. The house builds one of the alternatives, and says so.
• The LedgerHow many members' voluntary liquidations are there a year in the UK?The Gazette carried 8,170 notices of members' voluntary liquidation in 2025. The yearly and monthly count from 2018, beside Companies House's official figure.
• The LedgerHow many UK companies state £1m or more of net assets, with an individual controller?At least 103,910 active companies with an individual controller stated net assets of £1m or more as at 8 November 2026. The count, the bands, and what no one can conclude from them.
• The CraftHow private bankers find new clients in the UKNo published survey measures how UK private bankers find new clients. The five routes, what is actually known about each, the rules on introductions, and where the public record fits.
• The CalendarInheritance tax on pensions from 6 April 2027: the executor's job and the adviser's conversationFinance Act 2026 brings most unused pension funds and death benefits into inheritance tax for deaths on or after 6 April 2027. The personal representative's duties and deadlines, who is liable, the withholding and direct payment routes, the exclusions and the income tax interaction, as the primary texts state them on 8 November 2026.
• The CraftReading filleted accounts for what they say about the owner: a 2026 guideA step-by-step reading of a filleted balance sheet: what is omitted, what each line shows, how to join the PSC register, how old the picture may be, and what can never honestly be inferred.
• The CraftWinning introductions from accountants and insolvency practitionersThe rules on introductions from accountants, insolvency practitioners and solicitors, read from the primary texts, with a measure of how far the busiest practitioner firms on a patch move.
• The MapBest prospecting tools for UK private bankers and wealth managers, 2026A fair map of the prospecting tools a UK private banker or wealth manager can buy or use free in 2026, grouped by job, with published prices and trials. The house builds one of them and says so.
• The LedgerThe UK Liquidity Ledger: October 2026The first monthly edition: solvent liquidations nearly doubled in October 2026, the month of the Budget, with the sums sworn and the firms that handle the work.
• The CraftWhat a members' voluntary liquidation tells you about the shareholderThe most under-read liquidity signal on the UK public record, read from the adviser's side of the table, with the flow and the money measured.
• The MapBeauhurst alternatives for wealth managers and private bankersA fair comparison of Beauhurst and its alternatives for UK wealth managers and private bankers, by the job each tool does, with Beauhurst's own published words on trials, contact data and price. The house builds one of the alternatives and says so.
• The CalendarCompanies House identity verification: what changes on the register after 17 November 2026What Companies House identity verification is, who must verify by when, what the register shows after 17 November 2026, and how a banker reading it should use the new status line.
• The CalendarFounders' Relief: who qualifies, on the consultation textFounders' Relief, announced in Budget 2026, proposes a 10 per cent Capital Gains Tax rate on up to £10 million of lifetime gains from 6 April 2027. The individual, company and growth tests as the consultation states them, what is still open, and how it sits beside business asset disposal relief.
• The CalendarSmall companies will still not file a profit and loss account: the 23 October 2026 pause, and what the balance sheet still tells youWhat the 23 October 2026 announcement says, what each small-company filing option puts on the public record, and how to read net assets, cash, reserves and director's loans with care.
• The MapWealthmonitor alternatives for UK private bankers and wealth managersAn honest map of the tools for liquidity-event prospecting, split by the job each actually does. The house builds one of them and says so.
• The CalendarWhat Budget 2026 means for owners planning to sell: the £500,000 business asset disposal relief limit from 6 April 2027Budget 2026 cut the business asset disposal relief lifetime limit from £1 million to £500,000 for disposals from 6 April 2027. The change, the people it reaches, the timing question and what it means for a private banker's book.
• The MapWindfall Intelligence and Windfall Data: not the same companyWhich Windfall is which: the UK house that writes a daily brief for private bankers, and the company of a similar name that does something else.