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Monday 8am - 5:30pm Tuesday 8am - 5:30pm Wednesday 8am - 5:30pm Thursday 8am - 5:30pm Friday 8am - 5:30pm

Progeny

Connected financial thinking. Progeny is independent financial planning, investment management, tax, property services, HR and legal counsel, all in one place.

01/09/2026

Are your SSAS arrangements still fit for purpose in today’s changing IHT landscape?

Self-Invested Small Self-Administered Schemes (SSASs) have long been a powerful tool for business owners and families, offering flexibility around commercial property investment, succession planning and intergenerational wealth transfer.

But as the Inheritance Tax (IHT) environment evolves, the conversation is shifting beyond tax efficiency alone.

Trustees and advisers increasingly need to consider:
- The practical implications of member death
- Liquidity challenges where schemes hold illiquid assets
- Trustee governance and decision-making processes
- The importance of letters of wishes and death benefit nominations
- Opportunities for succession and intergenerational planning
- The value of regular strategic reviews

Our latest guide, "SSAS Planning in a Changing IHT Environment," explores these key considerations and provides practical insights for solicitors, trustees, accountants and business owners.

Proactive planning today can help ensure SSAS arrangements continue to support both family and business objectives tomorrow.

Download the guide and explore the opportunities and challenges shaping SSAS planning: https://bit.ly/4gv4lY6

26/08/2026

After a successful corporate career, Karen found herself facing an important question: what next?

In this client story, Karen shares how working with Chartered Financial Planner Victoria Ross gave her the confidence to take control of her financial future, make important life decisions and transition into semi-retirement sooner than she thought possible.

From navigating investment decisions to building a trusted long-term relationship, Karen explains how expert financial advice helped her move beyond uncertainty and embrace a new chapter with confidence and freedom.

If you're thinking about retirement, navigating a career transition, or simply want greater confidence in your financial future, Karen's story offers valuable insight into the benefits of long-term financial planning.

19/08/2026

Did you know that many women retire with significantly less pension savings than men?

The gender pension gap remains a real challenge, influenced by everything from childcare responsibilities to career breaks and pay disparities.

While the issue is complex, there are steps that can help women take greater control of their long-term financial future.

In our latest article, we explore the key causes behind the gender pension gap and share practical ways to help overcome it.

🔗 Read the full article: https://bit.ly/45qbggo

17/08/2026

What does independence in later life really mean?

For many, it's not simply about having enough money. It's about having the freedom to make choices, remain in control and live life on their own terms.

As women tend to live longer than men, many women will spend part of later life living alone – whether that's through widowhood, divorce, or changing family circumstances. This can be both empowering and challenging.

Financial security provides opportunities, but independence is built through careful planning. The decisions made today can have a significant impact on the options available tomorrow.

Read more about later life planning here: https://bit.ly/4c0GCOc

21/07/2026

As Ronnie acknowledges that fully understanding her finances is not her strongest area, she recognises the value of working with a financial planner. Their expertise helps bring all aspects of her financial situation together in the most effective way, providing protection against uncertainty while delivering the structure and clarity needed to secure her long term future and that of her children.

15/07/2026

Preparing young people for the world of work is a responsibility shared by all professionals. By opening our doors, sharing our experiences and providing genuine insight into how organisations operate, businesses can play a vital role in shaping future careers.

At Progeny, we're proud to give young people the opportunity to explore life within a multidisciplinary firm and discover the diverse range of careers that contribute to our success. From financial planning and investment management to technology, operations, marketing and people functions - every role plays an important part in delivering great outcomes for our clients.

In this feature, Seana Donnelly, Head of Talent, shares her insights into Progeny’s Summer School programme - explaining why initiatives like this are so important for the next generation, how they help bridge the gap between education and employment and what the future holds for Progeny’s new graduate schemes: https://bit.ly/44u1hpL

By nurturing fresh talent, encouraging curiosity and creating meaningful opportunities for development, we can help inspire the professionals and leaders of tomorrow.

10/07/2026

Could the return of IPO activity be one of the clearest signs that investor confidence is improving?

After a volatile start to the year, Q2 saw sentiment strengthen across many markets. Alongside easing geopolitical concerns and lower commodity prices, recent IPO activity has been viewed as a positive indicator that both companies and investors are becoming more willing to back future growth opportunities.

In our latest episode of Markets Unwrapped, our experts discuss:

- Why market sentiment improved in Q2
- How AI continues to influence investment returns
- The impact of falling oil and commodity prices
- What inflation and interest rates could mean for investors
- Why IPO activity is worth watching in the months ahead

Watch the full video here: https://lnkd.in/e-HbYgjZ

06/07/2026

"I don't know that there are words big enough to tell people how grateful you are that you don't have to worry about something as important as your financial future" - Ronnie, Progeny client.

With the support of John Francis and his team of experts, Ronnie has complete financial freedom to enjoy her life without worrying about her wealth, tax or legal affairs.

With a connected approach to managing finances, clients can have peace of mind knowing that all aspects of their financial world is looked after, so, like Ronnie, their future can be worry-free and full of possibilities.

03/07/2026

Our latest webinar 'Live Well Retire Better' is now available to watch here: https://bit.ly/4vIl8gJ

Planning for retirement in the UK is becoming more complex. Pension rules change, tax legislation evolves and inflation continues to shape long term outcomes.

A strong retirement plan helps you stay in control of your future. Without a clear strategy, it can be difficult to balance income needs, tax efficiency and long term growth. This webinar is designed to help you understand how your retirement planning, pensions, investments and tax strategy work together.

Our financial planning and tax specialists provide clear, practical guidance and break down complex topics into simple actionable steps, so you can build a retirement plan with confidence.

With thanks to Josie Fryers, Tax Manager and our Chartered Financial Planners, James Batchelor and Peter Denmark.

01/07/2026

Have you thought about the changes to your social life in retirement?

For many, retirement isn’t about slowing down - it’s about stepping into something new.

Just when you think you’ve met your people and ticked off those life goals, retirement surprises you. It shifts your routine, reshapes your identity and opens doors to opportunities you may never have imagined.

And with that shift comes a new perspective - not just on how you’ll spend your time, but on how you’ll support the life you truly want to live.

In his latest article, Peter Denmark, Chartered Financial Planner, offers insight into why retirement can become a big social chapter in your life and how to plan for it: https://bit.ly/4vNf1bm

Address

1A Tower Square
Leeds
LS14DL

Opening Hours

Monday	8am - 5:30pm
Tuesday	8am - 5:30pm
Wednesday	8am - 5:30pm
Thursday	8am - 5:30pm
Friday	8am - 5:30pm

Telephone

+443301659040

Website

https://theprogenygroup.com/

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