Insights

Start 2026 ahead: Know your tax numbers

Start thinking about making the most of tax-efficient opportunities before the end of the 2025/26 tax year. Think about your pension, ISAs, CGT, Dividend Tax and gifting for IHT purposes.

Finding investment opportunities in an evolving landscape

Investors may well approach the year ahead with cautious optimism as inflation, trade tensions and geopolitical uncertainties persist. The IMF predicts uneven global growth, so diversification will remain key this year. 

Key changes in the housing market

November’s Budget may feel distant, but key changes are on the way for landlords, high value homeowners and first-time buyers. From rising rental income tax to the end of the Lifetime ISA and a new high-value property surcharge, here’s what to be aware of in 2026 

Tune in to Budget tax changes

We’re here to help you make sense of the details announced during the Budget in November. Let’s take a look at some of the finer detail. We can help advise the best course of action for you. 

News in Review

Bank Rate has been retained at 3.75%, average houses prices surpass £300,000 and the UK services sector strengthens.

Introduction to Inheritance Tax

Inheritance Tax (IHT) has come under the spotlight over the past few years, due largely to the continued rise in house prices. These days, you don’t have to be hugely wealthy to be affected by IHT.

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