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.
Planning with purpose in 2026
A study found that personal values are the strongest motivators for UK adults when it comes to financial planning. When your financial goals reflect your deeper motivations, planning feels less like a task and more like a path toward fulfilment.
It’s that time of year again – consider your end of tax year planning
With the end of the tax year fast approaching, now is the ideal time to review your finances. From Individual Savings Accounts (ISAs) and pensions to Capital Gains Tax (CGT) and inheritance planning, timely action can help reduce tax and protect your long-term wealth.
News in Review
Interest rates edge lower, tax relief eases pressure on farmers, retail footfall rises and the FTSE breaks new ground
FTBs looking to buy in cities
More first-time buyers are setting their sights on city living, with Dundee and Edinburgh seeing the biggest increase in buyer enquiries. London has lost some appeal due to high prices, showing that affordability remains a key factor in buyer decisions.
Economic Review – December 2025
In our Economic Review of December – the Bank of England (BoE) warn further reductions were likely to become a ‘closer call,’ analysts suggest uncertainty ahead of the Budget affected growth, negatively impacting both consumer and business spending levels and retail conditions remain challenging.
Year in Review
Our Year in Review document takes a closer look at key events in 2025 impacting the global economy and markets, and looking ahead to what 2026 may have in store.
