A snapshot of 2024 in numbers
In 2024, global inflation is set to decrease, with the US, China, and India leading the world’s top economies. Markets showed resilience despite geopolitical challenges and rising AI and energy transition progress.
Economic forecasts and cost-of-living measures
The Chancellor’s latest Budget focused on driving economic growth and easing pressure on households, with updated forecasts from the OBR and several new measures to support living standards.
News in Review
UK GDP unexpectedly shrank in October as production fell, Budget uncertainty lingered and rate cuts may be on the cards.
Unspent pensions to be included in IHT from 2027
From April 2027, unspent pensions will fall within IHT, potentially raising bills and risking double taxation. Reviewing your arrangements now, from gifting and trusts to charitable giving, can help protect wealth and ensure assets pass smoothly to loved ones.
News in Review
Interest rates edge lower, tax relief eases pressure on farmers, retail footfall rises and the FTSE breaks new ground
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.
Adapting to transformation – investing through global change
The investing landscape is rapidly evolving due to geopolitical uncertainty, inflation, AI and a changing labour market. The IMF forecasts 3% global growth, but risks remain.
Online fraudsters target UK investors
A growing number of people in the UK are turning to unregulated and unreliable sources for financial advice. The FCA is cracking down on websites promoting financial services without permission, but it’s vital to be cautious of scammers.
Economic Review – November 2025
In our Economic Review of November – the OBR sets out UK growth prospects, the Bank of England maintains interest rates at their current level following a tight vote and the labour market continues to weaken. And recent survey data suggests the retail environment remains tough, as consumer confidence declines.
Planning with purpose in 2026
A study found that personal values are the strongest motivators for UK adults when it comes to financial planning. When your financial goals reflect your deeper motivations, planning feels less like a task and more like a path toward fulfilment.
