Nurture your financial wellbeing in 2025 – get your life plans in place with smart planning
As we step into 2025, now is the perfect time to set your financial plans in order. With changes on the horizon – like many pension pots becoming subject to inclusion in Inheritance Tax (IHT) calculations from April 2027 – it’s wise to prepare early. Financial wellbeing involves having a positive relationship with your money, […]
Preparing for the longevity megatrend in an uncertain world
As a new year dawns and we ponder what the next 12 months may hold for us as individuals and investors, one thing is for certain – some familiar challenges lie ahead. The International Monetary Fund (IMF)1 unveiled its latest economic assessment the week prior to the US election, proclaiming a period of ‘stable but […]
Record sales in 2024 and a surge expected in early 2025
In the latter part of 2024, the UK housing market experienced robust sales momentum, driven largely by higher disposable incomes and easing rates on some mortgages. What can we expect for the housing market as we enter 2025? Last year marked the highest level of new sales since late 2020, with house prices rising modestly […]
