Insights
Behind all great advice is in-depth knowledge. Here’s everything you need to know about pensions, property, government fiscal policy and the state of the UK economy. We’ll explain what it all means for you and finances.
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
