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The taxable benefits of buying an annuity
Sales of annuities have been rising in recent years, reversing a downward trend.Income certainty, rising interest rates and IHT planning are factors driving increased interest in annuities.Annuity rates are linked to government bond yields and therefore can rise and...
Women & wealth: Navigating the financial future
Women hold more wealth than at any time in history and this will increase over the coming decades.Structural and financial barriers prevent many women from reaching financial parity with men, and although this is changing, it takes time.We know the right messages can...
2026 Market outlook – themes, opportunities, concerns
It’s been a classic roller coaster year for investors.Returns are being supported by AI and the prospect of lower interest rates.Key concerns are the concentrated returns profile and demanding valuations. 2025 has been a classic rollercoaster year across markets....
Autumn Budget: walking a tightrope
Raising £26 billion over the next five years through measures such as frozen personal tax thresholds, introducing national insurance on salary sacrifice contributions, as well as increased taxes on dividends, property and savings income, Chancellor Rachel Reeves has...