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.
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.
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.
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.
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.
