Insights
Behind all great advice is in-depth knowledge. Here’s everything you need to know about pensions, property, government fiscal policy and the state of the UK economy. We’ll explain what it all means for you and finances.
In the news – Wealth
Inheritance Tax receipts continue their ascent, and unclaimed pension tax relief could be costing you tens of thousands. With major tax reforms looming, it’s never been more important to understand your options and plan ahead.
Bank of Mum and Dad – worth their weight in gold
The Bank of Mum and Dad funded over £9.6 bn of first-time home purchases in 2024. With Bank Rate and mortgage rates falling, and lenders generally relaxing their affordability rules allowing buyers to borrow more, the support provided by BoMaD will likely fall to lower levels
Healthy uptick in investing confidence
UK investor sentiment is rising, especially among younger adults eager to build wealth. With more turning to long-term investing, now’s the time to put plans into motion and make your money work harder.
In the News – Money
UK dividend payouts are rebounding, with sectors like pharma and banking showing strength. Computershare upgraded its expectation for underlying growth to 1.8% on a constant currency basis, suggesting a total of £85.6bn in regular dividends for 2025. Meanwhile, holiday spending is booming as travellers boost their budgets post-pandemic.
