Healthy uptick in investing confidence

Investment optimism has surged, particularly among under-35s  Over half of 25-34s are now actively investing, with many planning to increase contributions  Long-term strategies can help convert confidence into meaningful financial outcomes  UK investors are showing renewed confidence, with last year marking a notable shift in sentiment – particularly among younger wealth-builders. According to research1, investment […]

In the News – Money

UK Q1 dividends fell 4.6% but beat expectations  The headline total paid out to shareholders in Q1 was £14bn  UK holidaymakers are spending significantly more this year  Holiday spending soars  Planning to jet away on a summer holiday? If so, you’re in good company – 83% of UK adults1 are planning holidays this year. Interestingly, […]

Bank of Mum and Dad – worth their weight in gold

Bank of Mum and Dad

Over half of fist-time buyers relied on family financial help in 2024 to get a foot on the ladder  BoMaD support averaged £55,572 per buyer across 173,500 transactions  Falling mortgage rates may reduce reliance on family, but not eliminate it altogether  More than half of first-time buyers relied on family to get on the property […]

Economic Review – July 2025

UK economic output shrank for the second month in May, driven by weakness in manufacturing and construction  Inflation rose unexpectedly to 3.6% in June, complicating the Bank of England’s rate-cut considerations  Labour market shows signs of cooling, with falling vacancies and slowing wage growth amid economic uncertainty  UK economy still struggling to expand   Figures published […]

How the ‘great wealth transfer’ impacts you

Father and son discussing wealth transfer and IHT

Baby boomers hold over half of the UK wealth and should start legacy planning now  Gen X can benefit from early financial advice to simplify future decisions and manage inherited wealth  Millennials are motivated to build wealth and should start planning early to prepare for what’s ahead  The UK’s ‘great wealth transfer’ will see an […]

Investors warned as cloning scams surge

laptop and red warning sign, cloning scams

Nearly a quarter of brand cloning scams succeed, costing investors £2.7m in H2 2024  AI is fueling more convincing scam tactics that mimic real firms  Verifying legitimacy before investing is more important than ever  Cloning scams are now the top fraud threat to people wanting to invest, a new study shows1. The Investment Association (IA) […]

Engaging with your pension – knowledge gaps revealed

Woman looking at pension on laptop

Most UK adults lack essential knowledge about their pensions and how they’re invested  A significant number don’t know their State Pension entitlement or how it’s calculated  Many want to consolidate pensions but don’t know how to start  New research1 has shone a light on the extent of pension knowledge gaps among UK adults. While 53% […]

Residential Property Review – July 2025

Row of Red Sandstone Tenement Flats Southside of Glasgow, Scotland, UK

City of London investment volumes are rising, with May hitting the highest deal count so far in 2025  Owner-occupier demand is increasing as mortgage costs undercut commercial rents by up to 37%  Scottish commercial investment fell 20% in H1 2025, though hotels led performance and private buyers remained active  A smoother end to 2025?   The […]

Commercial Property Market Review – July 2025

Modern architectual blidings at night on Riverbank in London

City of London investment volumes are rising, with May hitting the highest deal count so far in 2025  Owner-occupier demand is increasing as mortgage costs undercut commercial rents by up to 37%  Scottish commercial investment fell 20% in H1 2025, though hotels led performance and private buyers remained active  City investment market outlook  The City […]

Summer pension round-up – managing your wealth

Summer pension round-up – managing your wealth

Nearly half of over-50s are worried about running out of money in retirement  Many retirees withdraw pension lump sums impulsively, without understanding tax or long-term consequences  Career progression, early retirement and smart planning shape your future pension outcome.  With life moving fast, demands on our time and finances never-ending, it’s easy to push pensions down […]