Kick off 2026 on top of your tax numbers
Start thinking about making the most of tax-efficient opportunities before the end of the 2025/26 tax year. Think about your pension, ISAs, CGT, Dividend Tax and gifting for IHT purposes.
Economic Review – January 2026
In our Economic Review of January – UK growth surprises, inflation pressures ease, markets advance and consumers show resilience
Opinion on the year ahead
The following perspectives draw on insights from leading banks and institutions and are offered for thoughtful consideration for the year ahead
2026 – key themes for the year ahead
Taking a closer look at some of the potential key themes for 2026 – from the US – Trump and midterms – to AI and climate / clean tech momentum
Market volatility – “You’re going to have to adapt to the world”
Global stock markets have demonstrated resilience, although periods of volatility are inevitable.
“We are at an inflection point”
Donald Trump was the key factor shaping global affairs in 2025. Liberation Day trade traumas had a far-reaching impact back in April
An Introduction to Receiving a Windfall
Throughout life, many things can have a significant impact on your financial needs and plans for the future, including receiving a sudden windfall. As your life journey progresses, you will need to adapt to an endless list of variables such as:
An Introduction to Sustainable and Ethical investing
Increased consumer awareness of social and environmental issues has led to increased interest in sustainable and ethical investing, with funds entering the mainstream. Despite greater awareness, there is still some confusion about the terminology associated with this type of investing.
An introduction to finances for women
Understanding and managing personal finances is a crucial step towards financial independence and long-term security. For women, taking control of their money isn’t just about budgeting, it’s about empowerment. A solid financial foundation provides greater freedom, security and the ability to navigate life’s uncertainties with confidence.
An introduction to end of tax year planning
As the end of the tax year approaches, now is the perfect time to ensure you have your financial affairs in order and to double check you’ve taken advantage of all the tax-efficient allowances available to you.
