Rising property values and frozen thresholds are drawing more families into IHT scope Pension rule changes from 2027 may alter estate planning strategies significantly Early awareness enables better family conversations and long-term legacy planning Inheritance Tax (IHT) is often viewed as something to think about later on in life. It can feel distant, complicated and […]
Content Source Archives:
In the news
A third of UK workers feel confident about achieving a comfortable lifestyle when they retire There are some significant disparities across income groups, age and gender 60% of cash Individual Savings Account (ISA) savers would consider moving to a stocks and shares ISA Confidence in a comfortable retirement on the up A positive trend is […]
In the news
UK workers, especially Gen X, increasingly want time away from work to focus on health and wellbeing Affordability and lack of employer support are cited as major obstacles Property accounts for a significant portion of estate value across the UK, particularly in London Sabbaticals on the rise with Gen X leading Research1 has highlighted a […]
Economic Review – April 2026
Bank of England policymakers voted to keep interest rates at 3.75%, opting for caution due to the unpredictability of the Middle East The UK faces a weaker economic outlook than any other G7 nation as a result of conflict, says the International Monetary Fund (IMF) Office for National Statistics figures indicate a more encouraging picture […]
Residential Property Review – April 2026
UK housing market – rising borrowing costs and wider geopolitical uncertainty weigh heavily on market sentiment Prime property markets – buyers and sellers significantly less confident than they were at the end of Q4 Affordable towns – finding a budget-friendly home might mean casting the net a little wider RICS Market Survey The latest UK […]
Commercial Property Review – April 2026
UK Commercial real estate – Q1 capital values remained flat and 1.4% quarterly total returns driven by income returns New business rates – new rateable values hit over two million non-domestic English properties from 1 April Retail and hotel – experiential retail transforms the sector and UK hotel investment exceeds £1bn in Q1 Commercial market […]
Investor confidence 2026
74% of advised investors plan to increase contributions this year Emotional reactions to markets are more common among non-advised investors Professional guidance improves discipline and long-term investing outcomes How confident do you feel as an investor? There are so many factors that can impact confidence, from level of knowledge and experience to market movements and […]
Dividend Tax – what’s changing?
Ordinary and upper Dividend Tax rates rise by two percentage points Dividend Allowance remains £500 per tax year outside ISAs Reviewing your combination of salary, dividends and pension can improve efficiency From April 2026, changes to Dividend Tax kick in. While most of the Chancellor’s tax announcements from her November Budget will commence towards the […]
Economic green shoots of spring?
Global growth is projected at 3.3% in 2026 amid cautious optimism Trade cooperation and AI investment are key economic drivers Policymakers must balance inflation control with long-term resilience After a long, cold winter, there are tentative signs that spring is arriving. With hope in the air – what lies ahead for the global economy? Uncertainty […]
Dividend outlook – growth expectations for 2026
UK dividends are projected to reach £88.8bn, up 1.5% year-on-year Underlying growth suggests resilience despite macroeconomic headwinds Global payouts are expected to rise 2.9% to $2.47trn Following growth of 1.3% in the fourth quarter and total headline payouts of £87.5bn in 2025, UK dividend expectations for the year ahead are positive, according to the latest […]
