Insights

Give your money intention

Many people choose to keep large amounts in cash because it seems reassuring and feels like the ‘safe’ option

Young people are the most proactive pension savers

Challenging assumptions: younger adults are emerging as some of the most engaged pension savers

Investors stay focused on long-term growth

Research has found that UK investors remained committed to growing their wealth during the first half of the year

Pensions and IHT – the shake-up many are missing

From April 2027 unused pension funds will no longer sit outside an estate, a significant change in Inheritance Tax (IHT)

Selling this summer? Follow the seven-day rule

The first week of a property listing can significantly influence buyer interest and sale success

Financial habits stuck in the past? Life moves on

A lot can change in ten years and financial needs shift. While life rarely stands still, many people’s money habits do

News in Review

Business confidence takes a dip, improved outlook for UK says IMF, Nato Summit update, mortgage costs set to rise

Freeze the higher rate tax burden

The government’s decision to freeze the higher rate tax thresholds means more workers will become higher rate taxpayers

Summer housing market snapshot

UK housing remains active, with regional price differences and changing mortgage preferences shaping the market

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