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

A third of people expecting to inherit at least £300,000 do not understand IHT, so families could miss out on maximising their wealth. UK dividends hit £35.1bn in Q2, down 1.4% annually, however there are signs of strong underlying growth 

News in review

This week’s News in Review looks at the latest ONS data on the UK’s GDP, the IMF’s predictions for global growth, renewed US-China trade tensions and shifting mortgage rates.

Autumn housing market outlook

The UK housing market moves into autumn with steady momentum. Buyers can expect to benefit from improved affordability and negotiating power due to a high volume of homes on the market. This is influencing how sellers approach pricing.

Future proofing your finances this autumn

Autumn is a natural time to review your finances. Check pensions, savings and investments to ensure plans match your goals. Building short-term resilience and strengthening long-term security can help you feel confident about your financial future. 

Other key points and closing comments

The Budget also includes targeted measures on savings, taxation of goods, transport, energy, and devolved government funding, alongside additional support for childcare.

Personal taxation, savings and pensions

The Budget maintains stability in personal taxes and pensions while introducing targeted changes to Capital Gains Tax, inheritance rules, and property-related reliefs alongside extending savings incentives.

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