Retirement ready in 2026?
Research into the UK’s Baby Boomer generation found that only 40–50% are on track for a moderate standard of living in retirement. Plus, those who receive financial advice are significantly more retirement-ready, underlining the importance of planning ahead.
News in Review
Bank Rate has been retained at 3.75%, average houses prices surpass £300,000 and the UK services sector strengthens.
An Introduction to Inheritance Tax
Inheritance Tax (IHT) has more into the spotlight over the past few years, largely due to the continued rise in house prices and freezing of thresholds. The good news is that expert planning can legitimately mitigate this tax.
News in Review
This week’s News in Review looks at Keir Starmer’s successful visit to China, the government U-turn on business rates for pubs and music venues and a new consultation into a new Lifetime ISA.
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
News in Review
This week’s edition covers the World Economic Forum in Davos, the latest UK inflation data and historic highs for the gold price.
An Introduction to Retirement Planning
Retirement planning involves visualising your key goals for your retirement years and setting up a plan to help you achieve those goals through financial planning.
An Introduction to Equity Release
Equity release enables homeowners aged 55 and over to access the value tied up in their property without selling it. Understanding its basics helps determine if it’s suitable for your financial needs.
An Introduction to Home Insurance
Home insurance protects your property and belongings from unexpected events like natural disasters, theft, and accidents. Understanding its basics ensures you have adequate coverage and peace of mind.
