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.  

Six-month countdown to April 2027 Pension IHT shake-up

The forthcoming pension IHT reforms are regarded as one of the most significant changes to estate planning in recent years – the clock is ticking

News in review

In this week’s news – steady global growth, AI’s growing influence and the impact of energy costs on growth and inflation. Plus rising UK borrowing costs, increased remortgage activity and the growing gap between retirement expectations and reality

News in Review

In this week’s news - UK annual house prices halved in September as ongoing economic uncertainty weighs, mortgage rates have come under renewed pressure as lenders had been increasing mortgage rates amid rising swap rates and inflationary concerns, Q2 GDP revised up and 82% of businesses expect regional economic growth in the next 3 years

Budget 2026 – planning ahead, not predicting

The Budget is on the horizon, what will Chancellor John Healey announce in his first Budget on 28 October? Look beyond the headlines, don’t get swept away with pre-Budget speculation

A more cautious housing market

As we move into autumn, the UK housing market remains relatively subdued with house prices showing little movement – what lies ahead?

Economic Review – September 2026

September’s Economic Review covers the decision to hold interest rates, a slight upgrade to the global economic outlook for 2026, the surge in government borrowing in August and UK consumer confidence reaching a two-year high

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