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.
Year in Review
Our Year in Review document takes a closer look at key events in 2025 impacting the global economy and markets, and looking ahead to what 2026 may have in store.
Clients are tuning in to intergenerational planning
The UK is expected to see a significant shift in assets passed down to younger generations over the next 30 years, prompting an interest in intergenerational planning.
Life insurance – time to redress the gender gap
Women are twice as likely than men to not have a life insurance policy, mainly due to knowledge gaps and concerns about affordability. But adequate coverage offers vital financial support to loved ones if the policyholder dies during its term.
News in Review
UK GDP unexpectedly shrank in October as production fell, Budget uncertainty lingered and rate cuts may be on the cards.
News in Review
Global economic growth forecasts for 2025 and 2026 have been revised upward by the IMF. However, new US tariffs, ongoing geopolitical tensions continue to pose risks to the economy. Meanwhile, UK house price growth is picking up and Inheritance Tax receipts have risen.
Bank of Mum and Dad – worth their weight in gold
The Bank of Mum and Dad funded over £9.6 bn of first-time home purchases in 2024. With Bank Rate and mortgage rates falling, and lenders generally relaxing their affordability rules allowing buyers to borrow more, the support provided by BoMaD will likely fall to lower levels
