Insights

Pensions set to fall within IHT net from 2027

Unspent pensions will face Inheritance Tax from 2027, with average bills rising by £34,000. The risk of double taxation makes planning vital. Reviewing your estate now ensures wealth is protected and passed on as intended. 

Mortgage Guarantee Scheme made permanent

The Mortgage Guarantee Scheme aims to sustain availability of high LTV mortgages by incentivising lenders with government-backed guarantees. First-time buyers and home-movers across the UK can benefit, but professional advice is essential to help you choose the right deal. 

News in Review

This week’s News in Review highlights some of the main announcements from Chancellor Rachel Reeves’ second Budget and weakening retail sentiment 

News in Review

This week’s News in Review highlights some of the main announcements from Chancellor Rachel Reeves’ second Budget and weakening retail sentiment 

Economic Review November 2025

In our Economic Review of November – the OBR sets out UK growth prospects, the Bank of England maintains interest rates at their current level following a tight vote and the labour market continues to weaken.

Autumn Budget 2025

The Chancellor’s Budget boosts fiscal headroom, maintains tax pledges and forecasts stronger growth with falling inflation 

Categories

You are now departing from the regulatory site of Retire Invest.

Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.