Summer is the ideal time to review financial goals and investment strategies Utilising tax allowances now can protect your wealth from future policy changes Long-term investing remains key, even amid short-term market volatility Summer should bring a welcome shift in pace: longer days, warmer evenings, time off and the chance for some well-earned rest and […]
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Economic Review June 2025
The UK economy grew modestly in Q2, recovering slightly after April’s sharp GDP contraction of 0.3% The Bank of England held interest rates at 4.25% but signaled likely cuts from August Retail sales slumped by 2.7% in May, with supermarkets and clothing stores citing weak consumer demand Survey points to modest second-quarter growth Data released […]
Bridging the generational wealth gap: securing financial stability
The disparities in wealth accumulation between the generations are striking Today, younger generations hold just 4% of total UK wealth Almost half of UK adults worry they won’t have enough saved for retirement Throughout our lives, we both give and receive support across generations, whether within our families or as part of society. This concept, […]
Residential Property Review – June 2025
May 2025 saw the busiest agreed home sales since 2022, led by post-Stamp Duty change recovery Prime Central London prices fall 2.2% annually as tax changes hit international demand Government pledges £39bn over 10 years for affordable housing in largest investment in 50 years. May sales hit post-2022 high as housing market regains momentum Rightmove […]
Commercial Property Market Review – June 2025
City of London investment triples year-on-year, led by State Street’s £382m office acquisition The retail sector rebounded strongly in April, but inflation and falling confidence weigh on outlook The Scottish property market is steady, with largest average deal sizes seen in nearly three years City investment rebounds with biggest deal in over a year as […]
Four in five clients see financial advice as ‘value for money’
82% of advised investors believe they get good value from financial advice, up 10% from last year 96% of advised clients value their adviser’s accessibility, especially during market volatility Long-term market confidence is higher among advised investors, showing the benefits of expert financial guidance People with a financial adviser are more optimistic about their financial […]
HNWIs face gaps in retirement and succession planning
Research shows a third of European HNWIs are yet to make a financial plan for retirement 80% of survey respondents plan to pass wealth to their children, but only 34% have a plan in place Over half of respondents are focused on growing their wealth through investing in equities and/or real estate Many high-net-worth individuals (HNWIs) […]
Economic Review May 2025
GDP unexpectedly rose by 0.7% in Q1 2025, driven by services, production and investment growth The Bank of England cut interest rates despite inflation jumping to a 15-month high at 3.5% The UK labour market shows weakness as payrolls drop and unemployment edges up to 4.5% UK growth beats expectations First quarter gross domestic product […]
Wealth – In the news
Research highlights key differences in wealth transfer preferences and family financial priorities between men and women Top financial priorities for 2025 include enjoying life (34%), building emergency savings (30%) and pension saving (11%) AI now accounts for 42.5% of financial fraud attempts, with cases rising 80% over the past three years Women put children first […]
Residential Property Review – May 2025
Knight Frank raises its UK house price growth forecast to 3.5% for 2025 amid rate cut optimism March saw a surge in transactions as buyers rushed to beat the Stamp Duty changes Buy-to-let investors increasingly target northern regions for affordability and rental yield advantages Improving rate outlook boosts UK forecasts Knight Frank has raised its […]
