Insights

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

Balancing family support and retirement goals – take time to reflect this summer

For many families retirement planning can slip down the priority list when adult children need support

News in Review

House price growth ticked higher in June, the economic impact of the World Cup, and the ECB Forum on Central Banking

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