Equity release update
4th December, 2024
Data suggests that confidence is growing among new and existing equity release customers. Equity release…
Read full insight
In the news
4th December, 2024
Equity fund inflows on the up Statistics2 show that, during the first half of 2024,…
Read full insight
Economic Review November 2024
4th December, 2024
Interest rates set to fall more gradually Last month, the Bank of England (BoE) cut…
Read full insight
Which pension personality are you?
19th November, 2024
A recent study8 has identified several distinct pension personality types, each with its own strengths…
Read full insight
HNWIs on the rise – and their needs are changing
19th November, 2024
A new report7 suggests the wealth of ‘high-net-worth-individuals’ (HNWIs) – grew by 4.7% in 2023,…
Read full insight
In the news
19th November, 2024
Northern cities surge in mortgage searches As buyers consider more affordable housing options beyond the…
Read full insight
Finding midlife balance
12th November, 2024
Midlife can be demanding. Having moved onto – and, perhaps, up – the housing ladder,…
Read full insight
The new Renters’ Rights Bill – what does it mean?
12th November, 2024
The Labour government has designed a Renters’ Rights Bill, aiming to improve the rights and…
Read full insight
Navigating a multi-retirement reality
12th November, 2024
Over the years, a number of notable trends, such as increased longevity and individuals taking…
Read full insight
Uptick in IHT receipts – what lies ahead?
5th November, 2024
Data1 has shown that Inheritance Tax (IHT) receipts have continued their ascent, with £2.8bn received…
Read full insight