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Review of the UK economy in May 2025
GDP unexpectedly rose by 0.7% in Q1 2025, driven by services, production and investment growth. The Bank of England cut interest rates despite inflation jumping to a 15-month high at 3.5%. The UK labour market shows weakness as payrolls drop and unemployment edges up to 4.5%.

Admin
Jun 26 min read


Review of the UK economy in April 2025
Economic growth was stronger than expected in February, although more recent survey evidence suggests this pick-up may prove short-lived as economic headwinds threaten growth prospects.

Admin
May 26 min read


Too many people are caught by the investing gap
13 million UK adults are sitting on £430bn of cash savings. A recent report suggests savers are "missing out" on earning better returns over the long term.

Alex Shairp
Apr 302 min read


Review of the UK economy in March 2025
Rachel Reeves delivered her Spring Statement on 26 March, unveiling welfare cuts and spending reductions in order to balance the books ...

Admin
Apr 26 min read


Spring Statement 2025: A review
This year's Spring Statement saw UK growth estimates from the OBR halved in 2025.

Admin
Mar 274 min read


PLANNING FOR RETIREMENT AVOIDS OVERSPEND
A fifth of respondents to a survey have consistently spent more than they expected during their retirement . To avoid a retirement overspend

Alex Shairp
Mar 212 min read


Review of the UK economy in February 2025
The UK economy unexpectedly grew in the final three months of last year, although more recent evidence still points to a sluggish outlook

Admin
Mar 36 min read


Don't invest under the 'finfluence': Beware social media
People are increasingly seeking financial guidance on social media. Trusting social media, however, comes with risks

Alex Shairp
Feb 252 min read


ON YOUR AGENDA - END OF TAX YEAR PLANNING
It's good to reflect on your personal finances at this time of year. Don't leave it to the last minute to get your finances in order.

Alex Shairp
Feb 192 min read


RETIREMENT PLANNING: HOW TO PREPARE FOR THE LONGEVITY MEGATREND
Research suggests most of us are vague when it comes to financial increased longevity. People who use an adviser tend to be better prepared

Alex Shairp
Feb 162 min read


Review of the UK economy in January 2025
The Chancellor outlined her plan to boost economic growth during a speech in Oxford

Admin
Feb 66 min read


How should high-net-worth individuals invest?
HNWIs need access to good quality, highly personalised financial advice now more than ever

Alex Shairp
Dec 3, 20242 min read


How to align your wealth with values
The modern purpose-driven investor has abundant ways to make a difference.

Alex Shairp
Nov 26, 20242 min read


Women take the lead on opening Junior ISAs
Despite the gender pay gap, women have surpassed their male counterparts by over 9% when opening junior ISAs

Alex Shairp
Nov 21, 20242 min read


Why should you care about correlation of investments in your portfolio
If two different investments are perfectly correlated, their value will rise and fall by the same amount, at the same time.

Alex Shairp
Nov 19, 20242 min read


Review of the UK economy in October 2024
OBR projections suggest Labour's first budget will provide "temporary boost" to UK economic output.

Admin
Nov 18, 20246 min read


Avoiding the unretirement 'tax trap'
Many over-55s are considering unretirement but are not aware of the tax implications, which could increase their tax liability.

Alex Shairp
Nov 12, 20242 min read


Navigating a multi-retirement reality
One of the new trends relates to families with more than one generation retired at the same time

Alex Shairp
Nov 5, 20242 min read


AUTUMN BUDGET 2024
With a £40bn hike, Chancellor Rachel Reeves delivered the highest level of tax increases in a Budget since 1993

Admin
Oct 31, 20247 min read


Uptick in IHT receipts: What lies ahead?
Frozen thresholds continue to take their toll as IHT, once a tax reserved purely for the super wealthy, impacts more of us

Alex Shairp
Oct 29, 20241 min read
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