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News & Blog


Is Santa Claus coming to the High Street?

As we approach the end of 2017, investors are starting to ask whether this year we’ll see the famed and fabled ‘Santa Claus rally’. Only time will tell.


The Autumn Budget 2017

Amidst a backdrop of Conservative party division over Brexit, Chancellor Phillip Hammond delivered his first Autumn Budget on Wednesday.


A Matter of Trust – Using a Trust in your Will

Should you should set up a trust as part of your will? This month, we’re looking at the advantages of trusts, and how they work to protect your assets, give greater flexibility when distributing your…

SIPP It and See… Part One – How we used Progeny’s combined expertise to set up a SIPP for staff

SIPPs are a type of personal pension that gives investors the freedom to manage their own fund by dealing with and switching their investments when they want to.


Dedication’s What You Need…

… if you wanna be a record breaker! It’s a simple but effective piece of advice. It got me thinking about the role of dedication in helping us to achieve our goals.


Ten Reasons Why You Should Use a Solicitor to Make Your Will

Everyone should have a will, and while there are now many cheap will-making options available, you should think carefully before taking this approach.


Celebrate Progeny Asset Management’s First Anniversary at Bowcliffe Hall

As Progeny Asset Management approaches its first year in business, we will be celebrating with a lunch for clients on 15th November in the impressive surroundings of Bowcliffe Hall.

As a Founder, are you ready for the Sale of your Business? – A Progeny Case Study

Sometimes we work on a case that provides a perfect example of how we operate across the Progeny Group, showcasing how our structure offers such a breadth of expertise.

Keeping Your Investment Strategy in Check

Nowadays, it’s very easy for investors to access their portfolios. While good for transparency, this might not be best for long-term investment returns.


Controversial Comments About Lasting Powers of Attorney

Director Frances Davies discusses the controversial comments that have been made about Lasting Powers of Attorney.


Inheritance Tax Planning for Woodland Property

Senior Adviser John Brien discusses the issues around inheritance tax planning for properties with woodland.


Law Commission Proposes Changes to “Outdated” Wills Law

Solicitor Rebecca Hutchinson discusses the Law Commission's proposed changes to "outdated" Wills law.

And the Winner is... Northern Ireland

A second election in as many years and the Conservatives are still the largest party but no longer with a majority. So how did this come about?


Growing Demand for Private Client Lawyers

Director Martin Hasyn comments in the Solicitors Journal.


Identifying Clients’ Unique Requirements is Key Task - Director Alex Shaw writes for FT Adviser

Director Alex Shaw examines the need for advisers to identify clients' unique requirements in relation to political developments in FT Adviser.

Progeny Private Law Ranked as a Top Private Client Firm by eprivateclient

Progeny Private Law ranked as a top private client firm by eprivateclient.


Dementia Awareness Week

Solicitor Rebecca Hutchinson discusses Dementia Awareness Week 2017.


Probate Fee Increase is Scrapped

Director Martin Hasyn highlights the recent announcements in relation to probate application fees.


How Watertight is Your Will?

Senior Adviser John Brien examines the recent Ilott v Mitson case, which highlighted the changing landscape for family members to contest wills.


Fees to Register Lasting Powers of Attorney to Fall from 1st April

Solicitor Rebecca Hutchinson examines the new fees to register a Lasting Power of Attorney.


Residence Nil Rate Band – 5 Things You Need to Know

Georgia Samardzija discusses the five things you need to know in relation to the Residence Nil Rate Band.


Progeny Taking Yorkshire Expertise to Capital – Neil Moles Interviewed in The Yorkshire Post

The Progeny Group's Managing Director Neil Moles has been interviewed in The Yorkshire Post in relation to the firm's plans for further growth in London.


Progeny Group Plans to Grow After Merger - Neil Moles Interviewed in FT Adviser

The Progeny Group's Managing Director Neil Moles has been interviewed in FT Adviser in relation to the firm's plans for further growth.


Profile: Managing Director Neil Moles Interviewed in Citywire Wealth Manager

The Progeny Group's Managing Director Neil Moles has been interviewed in Citywire Wealth Manager.


Managing Director Neil Moles Interviewed in Wealth Adviser

The Progeny Group's Managing Director Neil Moles has been interviewed in Wealth Adviser in relation to the Group's rapid growth and developing a client-focused business model.


Managing Director Neil Moles Interviewed in Legal Futures

The Progeny Group's Managing Director Neil Moles discusses the need to 'give advice not options' and Progeny's rapid growth in Legal Futures.


Managing Director Neil Moles Interviewed in Portfolio Adviser

The Progeny Group's Managing Director Neil Moles discusses the Group's business model and rapid expansion in Portfolio Adviser.

A Clean Break for Global Britain

Investment Manager David Battersby examines Theresa May's Brexit Speech.


Craig Melling Comments in City AM

Investment Manager Craig Melling discusses the US interest rate hike in City AM.

The Progeny Group featured in Citywire Wealth Manager's 2016 Boutique Year-End Round Up

The Progeny Group has been published in Citywire Wealth Manager's 'Battle of the boutiques: 25 boutiques launched in 2016' feature.


Progeny Asset Management Partners with Leading Industry Custodian

Progeny Asset Management, part of The Progeny Group, today announces its partnership with leading custodian Winterflood Business Services (WBS).


Wealth M&A: How Consolidators can Ensure Success

Managing Director Neil Moles examines M&A activity across the UK's Asset and Wealth Management sector, and the role of consolidators in the industry.

The Financial Markets React to Donald Trump's Election

Investment Manager David Battersby examines the financial markets' reaction to Donald Trump's election.


Progeny Private Law Ranked in Chambers UK 2017

Progeny Private Law are delighted to be ranked in the Chambers and Partners UK 2017 Guide.

Progeny Corporate Law Announces Arrival of its New Corporate Team

Progeny Corporate Law today announce the arrival of its new Corporate Team.


Progeny Asset Management Partners with Leading Industry Service Providers

Progeny Asset Management are pleased to announce that news of our partnership with leading service providers IRESS and Winterflood Business Services has been published in Citywire Wealth Manager.

Progeny Launches New Investment Firm Progeny Asset Management

Progeny, the multi-service professional platform, announce today the launch of Progeny Asset Management, a discretionary investment management firm offering bespoke and model portfolios.

Peer to Peer Lending: A New Dominant Force in Lending

David Battersby investigates the increasing popularity of Peer to Peer lending.

The Progeny Group Sponsors Yorkshire Business Insider's Rich List 2016

The Progeny Group is today delighted to announce our sponsorship of Yorkshire Business Insider's Rich List 2016.

The Progeny Group Partners with Northern Ballet

The Progeny Group is today pleased to announce its new partnership with Northern Ballet.


August 2016 Market Update

Craig Melling, Investment Manager at Progeny Asset Management examines the impacts of the US Non Farm Payroll's latest statistics on the financial markets.


Property Funds Post-Brexit

Rachel Blythe examines post-Brexit investment anxieties and the impacts on property funds.


Entrepreneur & Investor – The Role of the Trustee – The Benefits of Having Third Party Professional Advice

Director Frances Davies examines the role of the Trustee and the benefits of having third party professional advice for Entrepreneur & Investor.

Entrepreneur & Investor – How to Establish a Boutique Law Firm

How to establish a boutique law firm, published in Entrepreneur & Investor.

The Bank of England Cuts Interest Rates Post-Brexit

David Battersby examines the Bank of England's decision to cut interest rates to support business and maintain confidence.


Director Alex Shaw Comments in Investment Week: Smaller Wealth Management Firms At Risk as M&A Deals Reach Eight-Year High

Director Alex Shaw comments on M&As in the wealth management industry in Investment Week.

Emerging HNWI Investment Trends in the Family Office Industry

Progeny Corporate Law's Client Relationship Manager, David Reed, examines emerging High Net Worth Individual (HNWI) investment trends in the family office industry.


Progeny Wealth Director Alex Shaw – Man at the Top: What Will Andrew Bailey bring to the FCA?

Director Alex Shaw's article, published in Professional Adviser and Investment Week, examines the FCA and the role the new CEO, Andrew Bailey, will play in the Organisation's activities.


Helping Your Business to Navigate Through Brexit

Helping your business to navigate through Brexit

Brexit – Don't Panic

David Battersby provides insight into Brexit and its impact on investors and the financial market.


Progeny Wealth Director Alex Shaw discusses M&As in the Wealth Management Industry

Director Alex Shaw's articles examining the reasons driving the recent increase in Mergers & Acquisitions (M&As) in the wealth management industry have been published in Wealth Manager, FT Adviser,…

Progeny Corporate Law are Shortlisted for The Lawyer Business Leadership Awards 2016

Progeny Corporate Law have been shortlisted for the category of Innovation in Pricing at The Lawyer Business Leadership Awards 2016.

June 2016 Market Update

David Battersby, Investment Manager at Progeny Asset Management discusses the financial market after the Brexit vote.


Jon Moody Joins Progeny

News of Jon Moody joining Progeny has been published in the Yorkshire Post and BQ Live.


Jonathan Crew and Sabina Dzudza Join Progeny

Jonathan Crew and Sabina Dzudza join Progeny Corporate Law expanding its UK & international commercial and residential property offerings.


Progeny Wealth are Pleased to Announce Charlotte Willis Joins the Firm

We are pleased to announce Charlotte Willis joins Progeny Wealth as our Compliance Manager.

Progeny Expands Practice with New Hires

News of our recent hires has been published in Citywire Wealth Manager.


Progeny Wealth Launches its London Seminar Programme

Progeny Wealth announce their seminar programme covering topics from pension reforms & auto-enrolment, to buy-to-let property portfolios and business succession planning.

Congratulations to Tracy Simpson

Tracy Simpson, Principle Paraplanner at Progeny Wealth, has graduated as a Fellow, by the Personal Finance Society.

Coverage of Progeny Launch in New Law Journal

Recent news of the Progeny Group launch has been published in New Law Journal, Legal Futures, Yorkshire Post and other leading industry press.

Progeny Rebrand Covered in Legal Futures

Recent press coverage highlighting the launch of The Progeny Group and re-brand of Progeny Corporate Law.

Coverage of Progeny Launch in FT Adviser and Wealth Manager

Press coverage of the launch of The Progeny Group and the Progeny Wealth re-brand.


Private Client Adviser: Against the Sands of Time

Withstanding the effects of time requires a well-constructed succession plan that is periodically reviewed, advises Suzannah Farnell.

Congratulations to our Wealth Managers

Congratulations to Alex Shaw, Gary Lumb and Andrew Troke, who have recently passed their Chartered Insurance Institute R08 Pension Update Exam.


Press Coverage of Frances Davies' Record Breaking Row Across the Atlantic

Progeny Private Law's Director Frances Davies broke a World Record by being part of the oldest-all-women team to row 3,000 miles across the Atlantic in the Talisker Whisky Atlantic Challenge.

Progeny Private Law Director Breaks World Record Rowing Atlantic Ocean

A team of four mums have today become the oldest all-female crew to row an ocean, when they completed their 3000 mile row across the Atlantic, from La Gomera in the Canary Islands to Antigua in the…

How to Start a Business in 2016 (Part Two)

How to start a business in 2016: Client Relationship Manager David Reed gives his insight. The final half of this two part feature.

How to Start a Business in 2016 (Part One)

How to start a business in 2016: Client Relationship Manager David Reed gives his insight. Part one of a two part feature.

Changing the Public’s Perception of the Legal Sector

Client Relationship Manager David Reed explores the need to change the public’s perception of the legal sector.


Congratulations to Andrew Clarke

Congratulations to Andrew Clarke, who has recently recently passed his Chartered Insurance Institute R08 Pensions Update exam.


Investment Dos and Don'ts for 2016

Alex Shaw, Director at Progeny Wealth, has written an investment guide for 2016, outlining the do’s and don’ts for the year.


The Complete Guide to Couples' Finances

Progeny Wealth's guide to couples’ finances.


Yorkshire Rows Update

Progeny Private Law are proud sponsors of Yorkshire Rows. Here is an update on what the team have been up to in preparation for their row across the Atlantic.


Best of Luck to Yorkshire Rows!

Progeny Private Law wishes the best of luck to our Director Frances Davies and Yorkshire Rows.


Giving Something Back

Director Frances Davies and Yorkshire Rows have been featured in BQ Live as part of their monthly 'Giving Something Back' feature.


Changes to the UK Pension Landscape

Anna Jones, Wealth Planner at Progeny Wealth, has written an article exploring the changes to the UK pension landscape.


A Basic Guide to Inheritance Tax

Progeny Private Law's basic guide to Inheritance Tax.


Rebecca Hutchinson in STEP Journal

News of our newest hire, Rebecca Hutchinson, has been featured in the November 2015 issue of STEP Journal.


Legal Pitfalls your Growing SME Should Avoid

Senior Counsel Richard Larking discusses the legal pitfalls every growing SME should avoid.


Taxation Magazine – Just a thought...

Director Suzannah Farnell has written an article for Taxation, exploring the new nil rate band for inheritance tax.

Chambers UK 2016

We are delighted to have been ranked in the Chambers and Partners UK 2016 Guide.

SME Funding to Secure Further Growth

Client Relationship Manager David Reed explores the new wave of SME funding introduced in the UK.


A Guide to Will Writing

Director Suzannah Farnell explains the importance of leaving a Will and provides a quick guide to writing one.


PS Magazine – Good as gold

Director Suzannah Farnell has been interviewed in the September 2015 issue of The Law Society's PS Magazine.


Talisker Whisky Atlantic Challenge 2015

We are delighted that Frances Davies's training with her team, Yorkshire Rows, for the 2015 Talisker Whisky Atlantic Challenge is progressing brilliantly.


Rebecca Hutchinson in The Business Desk

News of our new hire Rebecca Hutchinson has been reported in The Business Desk, Yorkshire.


Budget 2015 – Increase in the Nil Rate Band

Director Frances Davies explains the increase in the nil rate band for main residences.


The Case of Ilott vs Mitson

Progeny Private Law examine the implications of the recent Ilott vs Mitson case outcome.


Key Changes for Non-Doms Following the Summer Budget 2015

Progeny Private Law examine key changes for non-doms following the 2015 Summer Budget.

Progeny Private Law Launch

Leading Private lawyers Frances Davies, Suzannah Farnell, and Martin Hasyn today announce the launch of Progeny Private Law.


EU Succession Regulation

Do you own assets outside the UK? The EU Succession Regulation (Brussels IV): effects for UK Citizens and EU citizens living in the UK.


Asset Protection

Asset Protection: the importance of working with professionals regulated by the SRA.