Chloe Gronow
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Budget 2025: what it really means for tax-efficient investing
If there’s one thing advisers have learned over the past few years, it’s that every Budget brings a curveball. Some land softly,…
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2026 prediction: From AI noise to real life connection
Nikki Zammit, Founder & Director of Realise Wealth Management, examines how the rapid rise of artificial intelligence in personal finance is exposing…
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The evolving MPS landscape: FE fundinfo share data-driven insights and strategic portfolio design for 2026 and beyond
Central to robust MPS due diligence by advisers and wealth managers are good data. This data section of our MPS Insights Report…
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Protection market 2026: Embracing transformation and opportunity
Royal London’s protection director Carrie Johnson comments on major trends in the protection market over the past year and offers insights into opportunities…
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Nationwide House Price Review and Outlook for 2026: Slight easing in affordability pressures helps underpin buyer demand
UK housing market resilience carried through 2025, supported by easing affordability pressures and steady buyer demand despite higher borrowing costs. With price…
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FTSE 100 dividend forecasts remain muted even as index climbs, AJ Bell analysis
AJ Bell’s latest Dividend Dashboard shows the FTSE 100’s income story remains intact. Dividend growth has slowed since 2022, but upgrades mean…
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Halifax UK housing market review and outlook for 2026
The UK housing market has remained resilient over the past year, with modest price growth and activity broadly in line with expectations.…
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HENRY households to see over 15k hit in annual purchasing power by 2029 due to Budget measures
HENRY households (“High Earners, Not Rich Yet”) are set to see an average real reduction in annual purchasing power of over £15,000…
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Planning assumptions being turned on their head as concerned clients seek reassurance over IHT changes
Adviser workloads are set to rocket in the run up to pension IHT changes set for 6 April 2027. The implications are…
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FCA sets out plans to help build mortgage market of the future, experts react
First-time buyers and the self-employed could get a step-up onto the housing ladder, under new plans from the FCA. Its priorities for…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
