The inclusion of pensions in IHT calculations from 2027 is accelerating the shift towards lifetime gifting Increasingly, families are exploring how to gift with control, such as placing assets into trusts Seeking professional advice can help ensure your strategy aligns with your long-term goals Why is gifting back in the spotlight? Rising Inheritance Tax (IHT) […]
Author archives: servicedemoevolvesites
News in Review
The Monetary Policy Committee voted 6–3 to leave Bank Rate unchanged at 3.75% at its July meeting The Chancellor confirmed the next Budget for 28 October 2026, alongside an Office for Budget Responsibility forecast Prime Minister Andy Burnham addressed social care reform in England and did not rule out tax rises to help fund changes […]
In the news
63% of UK employees are unaware of the government’s planned 2029 salary sacrifice cap, according to new research Some parents have lost up to £10,000 due to private school fee scams, with average losses of £3,200 Research reveals that one in three adults have not prepared financially for later life Salary sacrifice confusion Although two […]
Economic Review – July 2026
The Monetary Policy Committee voted 6–3 to leave Bank Rate unchanged at 3.75% at its July meeting The Consumer Prices Index (CPI) rose by less than expected – 2.6% in the year to June, down from 2.8% in May UK consumer confidence rise helped by Burnham ‘bounce’, weather and World Cup while business confidence dips […]
News in Review
Latest government policy announcements include a 20% cut in business rates for hospitality and a cap on bus fares The latest data from the Office for National Statistics (ONS) shows that UK inflation fell to 2.6% in June Oil prices fall sharply after reaching $100 for the first time since May due to a pause […]
Residential Property Review – July 2026
Housing outlook – the latest data suggests that deteriorating market conditions may be easing slightly House sales – the government has announced plans aim to stop last-minute outbidding in England and Wales House purchases – recent data from eXp UK indicates homebuyer demand in England dipped in Q2 The latest RICS Market Survey The latest […]
Commercial Property Review – July 2026
Commercial market – as more organisations implement return-to-office mandates, office attendance levels increase Commercial assets – according to NAEA, investors may be shifting focus from residential to commercial assets Infrastructure – in the coming years attention will shift to improving existing buildings rather than developing new ones Office occupier market update The latest Commercial Market […]
News in Review
Andy Burnham officially became the leader of the Labour Party last Friday and outlined a series of key promises The government’s first major policy decision is for VAT to be removed from domestic energy bills from October Latest GDP figures from the Office for National Statistics (ONS) show the UK economy returned to growth in […]
Give your money intention
The key question is not ‘cash or investing?’ – it’s whether your money has intention to provide growth The recent government-backed ‘Take the next step’ campaign aims to raise awareness in how investing can support prosperity Advice can help turn uncertainty into a plan and help your money work with purpose When you work hard […]
Young people are the most proactive pension savers
There is a widening generational divide in pension engagement, new consumer research has revealed Younger savers show higher pension engagement and investment awareness, actively reviewing and adjusting investment choices Getting the right advice early can set you on the right path throughout your career There is a widening generational divide in pension engagement, new consumer […]
