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)
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
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
Protection policies – just 42% hold one

Less than half of UK adults hold protection policies. Are you financially protected?
News in Review

Q1 data shows the UK economy expanded by 0.6%, Burnham sets out his vision for government and ISA reforms announced
News in Review

Keir Starmer’s resignation announcement, annual inflation remained at 2.8% in May and the UK and US hold interest rates
Residential Property Review – June 2026

Revised housing outlook for 2026, the risk of overpricing your home and the current coastal property hotspots