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Menu
Home
About
Meet the team
How we help
Building your wealth
Giving your child the best education
Intergenerational planning
Leaving behind a lasting legacy
Moving up (and down) the property ladder
Planning Ahead for Long-Term Care – Taking Control of Your Future
Planning for a fulfilling retirement
Protecting your family
Mortgage calculator
Insights
Testimonials
Contact
Insights
August 12, 2026
Key home insurance trends homeowners should know
Everyday accidents, flood risk and property type are increasingly influencing insurance claims and costs
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August 12, 2026
IHT gifting reminder: your questions answered
Gifting is back in the spotlight due to rising Inheritance Tax (IHT) receipts and ongoing reforms affecting wealth transfer
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August 12, 2026
News in Review
Public spending to support British jobs, consumers face more expense, UK service sector returned to growth and house price update
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August 5, 2026
News in Review
Bank rate held at 3.75%, Budget confirmed, Burnham commits to social care reform, retail sales and private sector updates
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August 5, 2026
In the news
Wealth in the news - salary sacrifice confusion, fraudsters target private school fee payments and lack of later life planning
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August 5, 2026
Economic Review – July 2026
July’s Economic Review – Bank Rate held at 3.75%, June UK inflation dip, consumer confidence lifts but business confidence drops
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July 29, 2026
News in Review
Andy Burnham’s first week as Prime Minister, June’s easing inflation, oil price volatility plus US tariffs and house price growth
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July 24, 2026
Residential Property Market Review – July 2026
The latest Residential Market Survey shows ‘cautious encouragement’, end to ‘gazumping’, homebuyer demand slips
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July 23, 2026
Commercial Property Market Review – July 2026
Commercial market trends – investors shift to commercial, retrofitting likely to rise and healthcare sector resilient
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