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.

An Introduction to Inheritance Tax

Inheritance Tax (IHT) has more into the spotlight over the past few years, largely due to the continued rise in house prices and freezing of thresholds. The good news is that expert planning can legitimately mitigate this tax.

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.

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.

News in Review

This week’s edition covers geopolitical tensions, global economic forecasts and signs of renewed UK market resilience.