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.
Balancing family needs and your own financial freedom
Supporting loved ones is admirable, but doing so at the cost of your own financial wellbeing can create long-term strain. Smart planning helps you assist others without compromising your future. Let’s help you strike the right balance.
Autumn Budget – forward thinking
Speculation about the Autumn Budget is growing, with some experts expecting further tax changes. While outcomes are uncertain, steps like maximising ISAs or reviewing pension contributions can help you stay ahead. We’ll guide you through changes.
Joint, dual, individual: understanding your life insurance options
Joint life insurance may seem like the easy choice, but it only pays out once and can complicate things if your relationship ends. Dual life insurance cover is an alternative to individual and joint policies. We can help evaluate the different life insurance options.
News in Review
The UK’s Autumn Budget is set for 26 November, with speculation over new taxes as borrowing costs climb. Meanwhile, the services sector hit its strongest growth since April 2024, but weak mortgage borrowing suggests economic risks remain despite retail gains.
Bridging the generational wealth gap: securing financial stability
The disparities in wealth accumulation between generations are striking. Today, younger generations hold just 4% of total UK wealth, down from 7.5% in 2010. Despite this, seven in ten adults receive no financial support from their families.
Get Budget-ready this summer
With potential tax changes ahead, now’s the time to review your finances. Revisit your goals, maximise allowances and plan smart. Being proactive today can help you stay resilient and financially confident for tomorrow.
News in review
This week’s News in Review looks at the latest ONS data on the UK’s GDP, the IMF’s predictions for global growth, renewed US-China trade tensions and shifting mortgage rates.
News in Review
Bank Rate held at 4% for the second meeting, as policymakers weigh inflation progress and future cuts
Future proofing your finances this autumn
Autumn is a natural time to review your finances. Check pensions, savings and investments to ensure plans match your goals. Building short-term resilience and strengthening long-term security can help you feel confident about your financial future.
