News & Articles

- December 2, 2025
Market Commentary – November 2025
In this Market Commentary, we review the UK's latest economic outlook, including a downgrade to growth forecasts, a slight contraction in GDP and signs of a cooling job market. We also explore easing inflation, the Bank of England's decision to hold interest rates, and weaker retail sales heading into the end of the year.
- November 28, 2025
Autumn Budget 2025 Overview
Chancellor Rachel Reeves recently unveiled her Autumn Budget. We provide an overview of the key points announced in this article.
- November 18, 2025
Investment Vehicles Explained: Choosing the Right Types for Your Portfolio
Building the right investment mix takes more than luck. Learn how different investment vehicles work, when to use them and how to shape a portfolio built for you.
- November 5, 2025
Market Commentary – October 2025
In this month's Market Commentary, we explore the UK's return to modest growth, with GDP rising by 0.1% in August and business conditions showing signs of improvement. We also review inflation holding steady at 3.8%, the growing likelihood of an interest rate cut, and the Chancellor's challenges ahead of the Autumn Budget. Plus, we take a look at another strong month for retail sales and a positive performance across global markets, driven by a US-China trade truce and strong tech earnings.
- November 5, 2025
Estate and Inheritance Tax Planning: Protecting Your Legacy
Passing on your wealth takes more than good intentions, it takes planning. Explore how to protect your estate, cut inheritance tax, and secure your family’s future.
- October 23, 2025
Risk Management in Investment: Strategies to Protect Your Portfolio
Learn how to manage investment risk in 2025 with smart strategies to protect and balance your portfolio.
- October 15, 2025
Setting the Right Interest Rate for Retirement Calculations
Learn how to choose a realistic interest rate for your 2025 retirement plan, with expert guidance, examples, and key return assumptions.
- October 8, 2025
Choosing the Right Growth Rate for Your Retirement Savings
This article explains how to choose a realistic growth rate for your retirement savings by considering risk tolerance, time horizon and investment mix, helping you build a flexible plan that supports your long-term goals.
- October 3, 2025
Market Commentary – September 2025
In this Market Commentary, we examine inflation remaining at an 18-month high, the Bank of England's decision to hold interest rates at 4.0%, and signs of weakening economic growth momentum. We also explore the cooling jobs market, retail sales performance, and positive movements across UK and global markets in September.
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