The global economy is continuing to hold up, but growth remains uneven, according to the International Monetary Fund (IMF) The IMF explores the risks and opportunities surrounding AI – a market correction or the ability to ‘lift growth’ For investors, it’s important to understand where valuations, risks and opportunities sit as the AI story continues […]
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Could life insurance help your family meet a future IHT bill?
As a result of these changes, many families may need to think more carefully about any future tax bills Life insurance, particularly whole of life cover with no set term, is increasingly becoming a topic of conversation With the changes approaching, now could be a good time to review your estate planning arrangements From April […]
In the news
Over half (52%) of people are unaware that paying into a pension can reduce their taxable income By making additional pension contributions, some parents may be able to retain childcare support while growing savings Many retirees expect to help their grandchildren financially, but this could compromise long-term financial wellbeing Half are unaware pension contributions can reduce […]
Economic Review – October 2026
Banks will make what Healey described as a “temporary additional contribution to help fund household support” The UK economy performed better than expected, despite disruption from geopolitical conflict and higher energy costs Office for National Statistics (ONS) figures showed the employment rate rose to 75.3% in the three months to August Healey makes Budget pledge […]
Budget 2026
Rising costs remain a concern, with energy bill support and changes to household charges aimed at easing financial pressures The OBR has upgraded its 2026 growth forecast to 1.2% but lowered its 2027 projection to 1.0% The Your First Home scheme will receive £4.7bn in government-backed lending, aiming to help around 70,000 first-time buyers in […]
Rewarding conversations – why the smartest families are talking about inheritance now
A quarter of Britons aged 55 and over have never discussed their inheritance plans with their family The most forward-thinking families recognise inheritance conversations are not about death – they’re about clarity Professional guidance can make these conversations significantly easier – bringing structure, objectivity and expertise Progressive planning starts with open conversations. For many successful […]
Residential Property Review – October 2026
Buyer demand weakened in September, although enquiry levels remain considerably stronger than they were six months ago Prime housing markets remain relatively resilient, with cash buyers accounting for more than half of transactions this year A new government-backed scheme aims to help first-time buyers purchase new-build homes with a 2.5% deposit Housing market softens The […]
Commercial Property Review – October 2026
Government funding is being directed towards revitalising high streets, bringing vacant properties back into productive community use The logistics sector continues to perform strongly, supported by investment demand and ongoing requirements for high-quality warehouse space Garden centres remain a resilient retail success story, attracting significant visitor numbers and contributing billions to the UK economy Reviving […]
ISA changes incoming – what they mean for your savings
From April 2027, the Cash ISA allowance for anyone under 65 will fall from £20,000 to £12,000 The government will also discourage investors from using Stocks & Shares ISAs simply as cash savings accounts With significant changes ahead, now is a good time to review your ISA strategy and ensure your savings are tax efficient […]
Six-month countdown to the April 2027 Pension IHT shake-up
From April, most unused pension funds and pension death benefits will be included when calculating IHT The new rules mean pension and estate planning can no longer be viewed in isolation, making advice valuable Seeking trusted financial advice now allows time to understand the options available and build an appropriate plan With just six months […]
