Insights
Our take on the markets, the Budget and the changes that could affect your plan.
Our view
What the Autumn Budget means for you
Income tax, National Insurance and VAT rates stay put, but the detail changes how your savings, pension and business are taxed.
Paul Howarth · 5 min read · 10th November 2026
What the April 2027 pension changes mean for your estate
From April 2027, most unused pension savings are due to count towards your estate for inheritance tax. Here is what that means, and what to check in your own plan.
Kevin Thomas · 2 min read · 14th October 2026
What higher-for-longer interest rates mean for savers
Rates may stay higher for longer than many expected. Our view on what that means for cash, bonds and your long-term plan.
Kevin Thomas · 2 min read · 8th October 2026
Staying patient through a volatile quarter
Markets have been unsettled this quarter. Here’s how we think about periods like this, and why we start with your plan rather than the headlines.
Paul Howarth · 2 min read · 22nd September 2026
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