Insights
Expert insights and analysis from our strategists and investment professionals, offering perspectives on emerging trends and key topics shaping the future of positive impact.
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Intelligent Insight

Is your charity’s cash aligned with its values?
Across the UK, many charities are holding substantial cash reserves — often with good reason. Whether earmarked for future projects, reserved for operational resilience or awaiting strategic deployment, this capital represents more than a balance sheet entry. It represents opportunity.

Clean transportation – benefits, challenges & opportunities
Clean transportation, which includes electric vehicles (EVs), hydrogen-powered vehicles and other environmentally friendly modes of transport, is increasingly seen as a key solution to addressing climate change, reducing air pollution, and improving public health. As governments and industries work towards decarbonising the transportation sector including that of haulage and mass transit systems, the benefits and investment opportunities in clean transportation are becoming more apparent but are not without challenge.

The 62% tax trap
For high earners in the UK, crossing the £100,000 income threshold for the first time can bring some unwelcome surprises.
In this article, we’ll break down how the 62% tax rate works, what it means for you, and how pension contributions can offer a powerful way to reduce your tax bill while boosting your long-term financial security.

Investing your compensation
Each year, thousands of people in the UK receive compensation awards for things like personal injury claims and negligence. In 2024, both the Infected Blood Scandal and Post Office Postmasters scandal also moved forward in paying claims to victims. After fighting hard to receive an award, it can be daunting to then know what to do with the money.

Stewardship: balancing ethics and impact in sustainable investing
Sustainable investors often face the challenge of reconciling their ethical values with the pursuit of meaningful impact. Divestment from industries like fossil fuels or controversial weapons as well as positive screening to select high-performing ESG companies are common strategies in sustainable investing but are they the most effective tools for driving real-world impact?

Financial Planning for Elite Sporting Professionals
Is your sporting dedication matched by your commitment to financial wellbeing? We help sports professionals plan and implement a robust financial strategy, for during and after life in sport.

Risk & Reward
“Change is the only constant”. So reads the phrase synonymous with human ingenuity and desire for progress. Knowing change will come is one thing, but understanding how to adapt to it – and further still – how it might impact your financial independence and standard of living is quite another.
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At Path we think that women need to talk about money
By not talking about money and by not asking the right questions about what our money is doing we are inadvertently giving up control.

Guide to Divorce
Divorce is a life event that can have both immediate and long-term financial impact. It ranges from short-term worries such as cashflow, your children and your home, to future concerns, such as pension provision and how to navigate later life with a single income.
Seeding Change
We’re on a mission to start the conversation by actively talking to more women about their finances. From discussing ceding control to seeding change – we want to engage women in discussions that allow them to regain or retain financial choice, freedom, power and purpose.
Protecting your money and mental wellbeing
Money worries can have a hugely negative impact on our emotional wellbeing. It can put a huge amount of stress on our lives, our relationships and even our physical health.
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RISK WARNING
As always with investments, your capital is at risk. The value of your investment can go down as well as up, and you may get back less than you invest. This information should not be regarded as financial advice.