20th January 2026

Make life insurance a New Year priority

Life insurance offers essential protection for loved ones when you are no longer around  More assets are subject to IHT, so life insurance can help reduce your tax liabilities  Reviewing policies in 2026 ensures cover remains effective, tax-efficient and aligned with evolving personal needs  As 2026 kicks into full swing, sorting out your life insurance policy may […]

Looking ahead: turning property goals into reality in 2026 

Now is the ideal time to take stock and plan for the next year with confidence  We can help make your property dreams a reality, whether you’re an FTB or a home mover  We’ll make sure your protection plans continue to safeguard what matters most, giving you peace of mind  As we welcome 2026, we want to thank you for your continued trust […]

14th January 2026

New year, new home?

If you’re hoping to move home in 2026, get your finances in good shape first   Remember to factor in moving costs, such as solicitor fees, surveys, removals and Stamp Duty  Take stock of possessions, create a room plan and keep track of boxes and their contents. If you’re hoping to make a move in 2026, here are some top tips to help you plan ahead and beat […]

House Prices – what to expect in 2026 and beyond

Regional growth will be uneven, with the strongest price rises expected in more affordable northern regions  Early years of low growth may help first-time buyers before the market strengthens from 2027 onward  Buy-to-let activity may rise, but regulation and taxation will continue to limit overall investor appetite  As 2026 begins, many homeowners and would-be movers […]

6th January 2026

Looking ahead: A new year, a clear plan

As 2026 begins, thoughtful financial planning remains essential for navigating change and securing long-term goals.  Reviewing investments, tax strategies and pensions ensures your financial plans stay aligned with changing circumstances.  Now is the perfect time to take stock and start the year with a clear financial plan.  We’d like to take a moment to thank you for your […]

Planning with purpose in 2026

Providing for family is the strongest motivator for UK adults when it comes to financial planning.  Find a balance between what you value, what you need and what gives you a sense of purpose.  Mental wellbeing plays a vital role in financial confidence – we’re here to help you define your financial purpose.    As we welcome 2026, it’s the […]

It’s that time of year again – consider your end of tax year planning

Consider using ISA and pension allowances before they reset to maximise long-term, tax-efficient growth  Reviewing CGT, dividend and gifting allowances now could reduce unnecessary tax liabilities  Early planning helps protect wealth, improve cash flow and avoid rushed decisions before the tax year ends  As the end of the 2025/26 tax year approaches, it’s the ideal time to ensure you’re making the most of tax-efficient […]

30th December 2025

FTBs looking to buy in cities

First-time buyers increasingly prefer city living, reversing the pandemic’s ‘race for space’  Dundee, Edinburgh and Doncaster show the largest rises in FTB city enquiries  London demand has dipped, highlighting the impact of high house prices on affordability  More FTBs are setting their sights on city living, new data reveals1.  The analysis compared FTB enquiries between January and […]

16th December 2025

Owning a home offers significant savings opportunities

Owning a home can create significant long-term savings when compared with renting  Renters in London and Bristol are missing out the most on savings opportunities  Despite challenges, many younger renters are optimistic about owning their first home  Research1 has compared the average cost of buying versus renting, highlighting the investment opportunities that homeowning can offer.  By […]

9th December 2025

Life insurance – time to redress the gender gap

Women are less likely than men to hold life insurance or understand its benefits  Many women have not been educated about life insurance and believe they can’t afford it Life insurance provides financial support to loved ones if the policyholder dies during its term Women are falling through the cracks when it comes to life insurance. According to a […]