Insights

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Investing
Investors stay focused on long-term growth
Research has found that UK investors remained committed to growing their wealth during the first half of the year
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Retirement Planning
Young people are the most proactive pension savers
Challenging assumptions: younger adults are emerging as some of the most engaged pension savers
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Investing
Give your money intention
Many people choose to keep large amounts in cash because it seems reassuring and feels like the ‘safe’ option
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Economy
News in Review
Business confidence takes a dip, improved outlook for UK says IMF, Nato Summit update, mortgage costs set to rise
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Inheritance Tax
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)
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General Financial
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
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Economy
News in Review
House price growth ticked higher in June, the economic impact of the World Cup, and the ECB Forum on Central Banking
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Retirement Planning
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
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General Financial
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
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Economy
News in Review
Q1 data shows the UK economy expanded by 0.6%, Burnham sets out his vision for government and ISA reforms announced
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Protection
Protection policies – just 42% hold one
Less than half of UK adults hold protection policies. Are you financially protected?
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Economy
Residential Property Review – June 2026
Revised housing outlook for 2026, the risk of overpricing your home and the current coastal property hotspots
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