Poised for the Great Wealth Transfer?
A historic shift in wealth is underway. In the UK alone, estimates suggest between £5.5 to £7 trillion will pass from one generation to the next over the coming 30 years1.
Engaging with your pension – knowledge gaps revealed
Despite confidence in their pension knowledge, many UK adults remain unaware of key details, from scheme types to State Pension entitlements. Better understanding today leads to stronger decisions tomorrow. Don’t leave your future to chance.
Investors warned as cloning scams surge
Cloning scams now top the list of investment frauds, as criminals use AI to mimic real firms. Always double-check websites and emails before transferring money. Staying vigilant is your first line of defence.
How the ‘great wealth transfer’ impacts you
With up to £7trn set to change hands across generations, the great wealth transfer is reshaping the future. Whatever your age, proactive planning and open family conversations are key to securing your financial goals.
Engaging with your pension – knowledge gaps revealed
Despite confidence in their pension knowledge, many UK adults remain unaware of key details, from scheme types to State Pension entitlements. Better understanding today leads to stronger decisions tomorrow. Don’t leave your future to chance.
Economic Review – July 2025
Our latest Economic Review looks back on July – the UK economy continues to struggle with weak growth, surprise inflation increases and a cooling jobs market. Despite headwinds, interest rate cuts are still expected as policymakers weigh mixed data and softening demand heading into the second half of 2025.
Economic Review – July 2025
Our latest Economic Review looks back on July – the UK economy continues to struggle with weak growth, surprise inflation increases and a cooling jobs market. Despite headwinds, interest rate cuts are still expected as policymakers weigh mixed data and softening demand heading into the second half of 2025.
News in review
A landmark UK–India trade deal signals optimism, but weak car production and rising government borrowing cast shadows. As consumer confidence dips, experts warn of tougher times ahead. Strategic financial planning has never been more essential.
Residential Property Review – July 2025
The UK housing market is stabilising after a bumpy start to 2025. Urban new-build demand remains strong, while buyer interest is returning post-Stamp Duty changes. Property flipping is slowing, with tighter margins and Stamp Duty dampening short-term investment returns in the South.
Residential Property Review – July 2025
The UK housing market is stabilising after a bumpy start to 2025. Urban new-build demand remains strong, while buyer interest is returning post-Stamp Duty changes. Property flipping is slowing, with tighter margins and Stamp Duty dampening short-term investment returns in the South.