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.  

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.

The cost of home insurance

The price of home insurance varies depending on property type and size. Detached houses are typically more expensive, so are those with more bedrooms. 

Women lag behind with pension savings – time to make amends

Research shows women risk entering #retirement with less in their #pension than men. For every £1 saved by a man, a woman has just 42p.

Gen Z – betting on an inheritance – time to stand on your own two feet?

Some Gen Z and Millennials expect to use inheritance to fund retirement, but this is risky. Making pension contributions early, combining your pots and making the most of tax relief can help prepare for a more reliable financial future. 

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