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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.
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.
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.
Financial decisions – put your best foot forward
According to research, 38% of UK adults consider major financial decisions while walking. Getting outside can boost mood and bring clarity if you’re thinking about pensions, investments or protection plans – remember to stay future-focused, balance risk and seek advice.
It’s that time of year again – consider your end of tax year planning
With the end of the tax year fast approaching, now is the ideal time to review your finances. From Individual Savings Accounts (ISAs) and pensions to Capital Gains Tax (CGT) and inheritance planning, timely action can help reduce tax and protect your long-term wealth.
In the news
A third of people expecting to inherit at least £300,000 do not understand IHT, so families could miss out on maximising their wealth. UK dividends hit £35.1bn in Q2, down 1.4% annually, however there are signs of strong underlying growth
Let’s Talk Money: why starting the conversation matters
This Talk Money Week (3 -7 November), our article explores why starting open conversations about money builds confidence, reduces stress and could help you prepare for the Autumn Budget’s potential financial changes. Now’s the time to #StartTheConversation.
Bank of Mum and Dad – worth their weight in gold
The Bank of Mum and Dad funded over £9.6 bn of first-time home purchases in 2024. With Bank Rate and mortgage rates falling, and lenders generally relaxing their affordability rules allowing buyers to borrow more, the support provided by BoMaD will likely fall to lower levels
