Hybrid working helps employees phase gradually into retirement while supporting wellbeing Working part-time after 66 can smooth the retirement transition and boost pension savings Seek advice as pensions, investments and tax payments could all be impacted Higher productivity. Better quality of life. Greater satisfaction. These are just some of the potential benefits of hybrid working; […]
Author Archives: matthew
Gen Z – betting on an inheritance – time to stand on your own two feet?
Relying on inheritance to fund retirement is risky as it can’t be guaranteed Starting early with small, regular pension contributions can help you benefit long-term compounding Take advantage of employer contributions, combine pension pots and maximise tax relief Retirement can seem an age away when you’re in your twenties and thirties, but it’s never too […]
Online fraudsters target UK investors
Many UK investors use social media to help make their financial decisions To protect investors from misleading advice, the FCA is taking decisive action Professional guidance helps investors make safe, informed decisions and avoid costly mistakes Social media finfluencers. Internet searches. AI chatbots. A growing number of people in the UK are turning to unregulated – […]
Economic Review – October 2025
UK GDP edged up 0.1% in August, supported by stronger manufacturing output and improving private sector confidence Inflation held steady at 3.8%, fuelling expectations of another potential interest rate cut by year-end Global equities rose as US tech earnings impressed and a US-China trade truce boosted market optimism UK economy returns to growth Figures published […]
Commercial Property Market Review – October 2025
Prime yields remain stable at 5.9%, signalling resilience and predictability in a cautious investment environment Hotel investment surged 28% year-on-year, driven by strong single-asset deals and renewed investor confidence in London Scottish market investment dipped 21% but quality assets and international buyers continue to drive solid demand Monthly market update The latest data from Savills […]
Residential Property Review – October 2025
The housing market remains subdued, with buyer demand, listings and sales activity all slipping amid pre-Budget uncertainty Landlord exits drive a sharp fall in rental supply, prompting RICS to forecast a 3% rent rise next year The government plans to make reforms to speed home sales and cut fall-throughs, including digital property packs and conditional […]
Adapting to transformation – investing through global change
Investors face rapid change due to inflation, geopolitical uncertainty, AI and the energy transition IMF forecasts global growth of 3% in 2025, but warns of persistent downside risks Agility, diversification and long-term structural alignment are vital to manage risk and capture growth Adapting to transformation – investing through global change As we enter the final […]
In the news
A third of people expecting £300k+ inheritance don’t fully understand IHT, risking lost family wealth Only 20% plan lifetime transfers, 22% avoid inheritance discussions and 28% don’t understand planning options UK dividends hit £35.1bn in Q2, with banks and Rolls-Royce contributing to underlying growth People don’t understand IHT Research1 shows there’s a significant knowledge gap […]
Financial decisions – put your best foot forward
Going outdoors for an energising walk can help bring clarity when making major financial decisions Focus on your long-term goals and make sure your decisions are aligned with your risk profile Professional guidance can help you understand what’s right for you and your circumstances Perplexed by your pension? Seeking investment inspiration? Then why not head […]
Future proofing your finances this autumn
Autumn offers a chance to take stock and review your pensions, savings and investments Establishing robust financial foundations is essential in times of economic uncertainty and elevated living costs To feel confident about your financial future, build short-term resilience and strengthen long-term security As the days shorten and the evenings draw in, autumn is a […]
