Are your family ready for the largest intergenerational transfer in history?

Up to 70% of family wealth can be lost by the second generation without structured planning IHT changes and pension reforms could accelerate gifting and estate restructuring decisions Open communication and professional guidance improve long-term wealth preservation outcomes The world is on the brink of an unprecedented transfer of wealth. A notable World Wealth Report¹, […]

Build momentum from day one – new tax year planning

Using your ISA allowance early increases potential tax-free growth opportunities Pension contributions attract relief and may reduce higher-rate tax exposure Early planning helps optimise capital gains and Inheritance Tax allowances A new tax year feels a bit like spring cleaning for your finances – a fresh start, new allowances and a chance to put good […]

News in Review

The latest figures from Nationwide show that UK house prices grew by an annual rise of 2.2% As the Middle East conflict strains the UK-US relationship, urgent plans are underway to strengthen EU economic ties An estimated 2.7 million workers received a pay rise last week, as the national minimum wage increased “Housing market activity […]

Economic Review March 2026

Office for Budget Responsibility warned the Middle East conflict will impact both global and UK economies significantly Last month, Bank of England policymakers unanimously voted to maintain interest rates at their current level of 3.75% Office for National Statistics figures indicate pay growth is slowest for five years and consumer confidence dipped Middle East conflict […]

News in Review

Latest data from the Office for National Statistics show the annual inflation rate remained at 3% since February 2025 According to recent forecasts, the UK could be among the hardest hit G7 country, due to global events Consumer attitudes about the general economic situation expectations for the year ahead dropped by six points to -37 […]

The surprising property premium of some floral addresses

Research shows that floral street names can significantly boost the value of a property The biggest premium was found on ‘Bellflower’ streets, where the median sale price increased 199% Property experts suggest that flower-inspired names evoke charm, calm and a sense of natural beauty As spring edges into view, new research1 suggests that a floral touch may do more than lift the […]

The gradual retirement trend – making the right choices

Research shows that floral street names can significantly boost the value of a property Uncertainty around pension rules can affect confidence, leading to rushed or potentially regrettable financial decisions  Careful planning and professional guidance help ensure retirement choices align with long-term goals and lifestyle  New research1 highlights a growing preference among UK workers for a gradual […]

Residential Property Review – March 2026

Muted activity in housing market – according to RICS, new buyer enquiries declined further in February  Rental market becomes more balanced – competition for rental properties has slowed to a six-year low, according to Zoopla  Local housing markets rebound – research from Yopa indicates that about 70% of local housing markets are in recovery  Muted activity in housing market The UK housing market is […]

Commercial Property Review – March 2026

Office demand strong in London – research shows increased activity in the capital, reflecting shift back to office working  Industrial and logistics sector – according to Knight Frank the sector appears to be entering a more stable phase  Life sciences – figures from CBRE indicate total take-up was almost three times the level recorded in H2 2024  Strong demand for Central London offices Investment into the Central London office sector has […]

News in Review

All of the Monetary Policy Committee voted to keep rates unchanged – the first unanimous decision in over four years Last week the Chancellor announced a £2.5bn investment in AI, underlining the government’s focus on the tech sector In February, house prices rose annually by 1.6%, according to the latest figures from e.surv Chartered Surveyors […]

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