Insights

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General Financial
Budget 2026 - planning ahead, not predicting
The Budget is on the horizon, what will Chancellor John Healey announce in his first Budget on 28 October? Look beyond the headlines, don’t get swept away with pre-Budget speculation
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Economy
News in Review
In this week’s news - UK annual house prices halved in September as ongoing economic uncertainty weighs, mortgage rates have come under renewed pressure as lenders had been increasing mortgage rates amid rising swap rates and inflationary concerns, Q2 GDP revised up and 82% of businesses expect regional economic growth in the next 3 years
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Inheritance Tax
Understanding gifting out of income - how regular gifts could help reduce Inheritance Tax
With changes to IHT on pensions incoming, many families are choosing to review their estate planning and consider the options available for passing on wealth during their lifetime. One often-overlooked opportunity is the 'gifts out of surplus income' exemption
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Economy
Economic Review - September 2026
September’s Economic Review covers the decision to hold interest rates, a slight upgrade to the global economic outlook for 2026, the surge in government borrowing in August and UK consumer confidence reaching a two-year high
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Economy
News in Review
In this week’s news – the Prime Minister’s highly anticipated keynote speech delivers news on the triple lock, the latest OECD Economic Outlook, IMF issues a warning to the UK and US
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Retirement Planning
Start early, save smarter
Whilst many younger adults are proactive on pensions, saving for retirement may slip down the priority list for some
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Economy
News in Review
In this week’s news – Bank Rate held at 3.75% for the sixth time in a row, US interest rates rise, the Chancellor attempts to strengthen EU ties and buyers are cautious ahead of the Budget. Read the articles here…
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Economy
Commercial Property Market Review - September 2026
In our latest commercial property review - year-to-date investment was slightly up on 2025, an update on the UK industrial and logistics sector and the overall market outlook prior to the Budget. Read more here…
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Economy
Residential Property Review – September 2026
In our latest Residential property review, we cover the recent RICS Residential Market Survey, the latest Savills mortgage rates report and the rise in landlord’s incomes. Read on for more information…
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Protection
Why is life insurance back in focus?
Future changes to Inheritance Tax (IHT) are leading more people to rethink how they pass on wealth
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Economy
News in Review
In this week’s edition - encouraging economic data from the Office for National Statistics (ONS), the rise in oil prices, the government announces a tourist tax and a surge in buyer demand for property. Read on for more…
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Retirement Planning
Enjoying your happy and healthy retirement
Getting your finances in order is a crucial step in enjoying a happy and healthy retirement but it is only part of a wider plan

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