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CGT receipts down in May but IHT receipts up again

Utmost comments as HMRC’s latest Capital Gains Tax (CGT) data shows receipts of £168m for May 2026, the second month of the new 2026 / 2027 tax year, compared to the £232 million recorded in May 2025. This follows receipts of £162 million in April 2026. Inheritance Tax (IHT) receipts in May 2026, the second month of the new 2026 / 2027 tax year, totalled £730 million, compared to the £701 million recorded in May 2025. This follows receipts of £715 million in April 2026 - the first month of the new 2026 / 2027 tax year.
Posted on Friday Jun 19

ICSWG and TSWG to work closer in 2026

In 2026, two influential industry groups, the Investment Consultants Sustainability Working Group (ICSWG) and the Trustee Sustainability Working Group (TSWG), have committed to closer collaboration to accelerate progress on sustainability across the UK pensions and investment ecosystem.
Posted on Friday Jun 19

Flat start for Footsie with no change from Burnham win

Andy Burnham's victory sparks fresh leadership speculation but fails to trigger a major market reaction. Sterling slips slightly and gilt yields edge higher as markets digest the political implications of the Makerfield by-election. FTSE 100 flat despite stronger-than-expected retail sales figures. Investors continue to assess the implications of the US-Iran agreement and its impact on energy markets. Wall Street gains led by technology stocks provide some support to sentiment.
Posted on Friday Jun 19

Comments as Bank of England holds interest rates at 3.75%

Standard Life, Schroders and Quilter comment as the Bank of England holds rates at 3.75%, after inflation came in lower than expected for May. Latest inflation data and recent US-Iran de-escalation reduce the case for immediate tightening, but policymakers are still likely to take a cautious approach from here.
Posted on Thursday Jun 18

Sentiment stays subdued amid interest rate worries

Interest rate concerns sparked a wobble on Wall Street but a rebound is expected. The FTSE 100 has opened lower as investors await the Bank of England's interest rate decision. Oil prices have eased further amid hopes of increased supply and weaker demand expectations. Big tech stocks have come under pressure as investors reassess the prospects for further interest rate rises. Markets remain caught between enthusiasm for AI-driven growth and concerns about stretched valuations.
Posted on Thursday Jun 18

The post-Brexit decline of home bias

Daniel Nilsson, Senior Portfolio Manager at Isio Investment Management, comments on the long-term decline in UK investors’ home bias following Brexit, and the structural forces that have reshaped allocations to UK equities over the past decade:
Posted on Wednesday Jun 17

Pensions Commission focuses on self-employed pensions crisis

A year ago, PensionBee launched its Invisible Workers campaign, shining a light on the millions of self-employed workers, gig economy workers and unpaid carers excluded from the pension saving architecture that has been integral in supporting retirement outcomes for employees. Twelve months on, the Pensions Commission has now confirmed what the campaign has been saying all along.
Posted on Wednesday Jun 17

Inflation Nation cash savers underestimate inflations impact

28% of Brits believe cash savings hold their value over time while 18% think interest rates stay above inflation 66% of Brits are unaware that long-term investing beats returns on interest-earning cash accounts A quarter (24%) of non-investors cite risk as the factor stopping them from investing

Posted on Wednesday Jun 17

Inflation comes in lower than expected at 2.8% in May

UK CPI holds steady at 2.8% in May, lower than many had expected, offering some reassurance that inflationary pressures have not intensified further. While the Bank of England is widely expected to hold rates at 3.75% tomorrow, the path from here is less clear. Standard Life warns that inflation can continue to make pension saving feel harder, but staying engaged with retirement plans remains important
Posted on Wednesday Jun 17

Price pressure relief as UK inflation stable and oil falls

Falls in oil prices continue to weigh on energy giants, keeping the FTSE 100 flat in early trade. Pressure cooker of prices comes off the boil with no change to headline inflation. Headline CPI held steady at 2.8% in May, below expectations for a rise to 3%.The pound has fallen back against the dollar to trade at $1.341, as bets on interest rate hikes ease off. Brent crude is hovering at $78 a barrel, as traders expect flows to resume from the Middle East.
Posted on Wednesday Jun 17

PRA signals simpler more competitive line on captive regime

The Prudential Regulation Authority’s speech today to AIRMIC on the forthcoming UK captive insurance regime provides greater clarity on how the framework will operate in practice, reinforcing confidence among potential market participants ahead of formal consultation.

Posted on Tuesday Jun 16

10 years on from Brexit – 5 ways its affected your finances

Next Tuesday (23 June) marks 10 years since the UK voted to leave the European Union (EU). The pound fell in the aftermath of the vote – pushing up the cost of travel. The falling pound fed into higher inflation, exacerbated by trade frictions. Sluggish economic growth and a slowdown in spending prompted lower interest rates – hitting savers. However, more recently, the pandemic effect has eclipsed the impact of Brexit
Posted on Tuesday Jun 16

Inheritance mismatch: Gen Z betting on Parents payouts

Nearly a quarter (23%) of Gen Z adults say they’re not focused on saving for retirement because they expect to inherit money or property. This comes as one in seven parents (15%) plan to prioritise enjoying their money today over passing on wealth to children down the line. With upcoming policy changes bringing pensions into the scope of inheritance tax from 2027, three in 10 parents (29%) say this will impact how they plan to use their pension in retirement. Standard Life shares tips to help people build their own retirement savings, rather than relying on inheritance
Posted on Tuesday Jun 16

G7 summit opens with Iran deal under scrutiny

G7 summit gets underway, with details of the Iran deal set to be in focus. Brent crude remains hovering around $82 a barrel as nations mull conditions for shipping through the Strait of Hormuz. Japan raises interest rates to a 31-year high amid inflationary pressures. Nikkei rallies higher as the move was widely expected and there is relief that a larger hike was not imposed. Defence sector in focus as Europe’s military policy amid the Ukraine conflict is set to be in focus at the G7 summit.
Posted on Tuesday Jun 16

Is your portfolio constructed like a winning World Cup team

The 2026 Fifa World Cup has kicked off and it promises to be an exciting tournament as 48 teams fight it out in an expanded format. The larger number of teams – 48 rather than 32 – means more matches and more chances of upsets in the knockout rounds. Consistency will be the key to success – just as it is in the investing world – as a major slip could result in an early exit.
Posted on Monday Jun 15

Iran deal lifts equity markets

Global markets rally on Iran deal. Oil slides as risk premium fades. Rate hike risks still linger. Warsh debut puts Fed in focus. Whitbread and Tesco updates due
Posted on Monday Jun 15

Younger workers could turn state pension cashout into £1m

Ministers are reportedly considering allowing young workers to swap 1 year of State Pension entitlement for £12,548 lump sum 28-year-old who invested this amount in S&P 500 40 years ago would have £984,179 today. Same investment would have reached £423,463 in a global MSCI World tracker fund
Posted on Friday Jun 12

Stocks rally on fresh Iran deal hopes

Markets cheer fresh Iran deal hopes. Oil eases, supply risks linger. SpaceX demand faces market test. UK growth contracts in April
Posted on Friday Jun 12

HMRC should further refine plans for IHT on pensions

The Society of Pension Professionals (SPP) has urged HMRC to rethink key aspects of its proposed inheritance tax (IHT) framework for pensions, warning that the current approach places unrealistic obligations on pension schemes and could create significant delays and confusion for families following a death.
Posted on Thursday Jun 11

Markets wobble on inflation fears

FTSE 100 opens up. Brent crude back below $94 per barrel. US CPI in line with core a little softer than expected. Wall Street set to rebound at the open. Jobless claims and PPI in focus today
Posted on Thursday Jun 11

Caution as inflation takes centre stage

Fresh skirmishes in the Middle East raise concerns about the duration of the energy crunch. Brent Crude creeps higher, rising back above $90 a barrel, and US oil stocks fall to their lowest level in four months. US Consumer Price Index data set to be a driver of sentiment with May numbers expected to show a 0.5% lift in inflation month on month. Voracious demand for AI is set to increase inflationary pressures as data centre build-out ramps up. Looming SpaceX IPO likely to keep stocks volatile.
Posted on Wednesday Jun 10

MPS beats traditional “bread and butter” multi-asset funds

Nearly a third (32%) of financial advisers and IFAs say clients' investment solutions are mainly constructed by Model Portfolio Services. This comes above multi asset funds (27%) or in-house investment portfolios (24%)
Posted on Tuesday Jun 9

OpenAI joins the listing race but caution reigns over Iran

Footsie set for a flat start as wariness remains about geopolitical tensions, inflation and global growth. OpenAI confidentially files for an IPO amid hot competition from Anthropic and SpaceX. Israel and Iran cease hostilities, helping calm oil prices, but energy costs remain elevated. China’s resilience shines through with exports hitting record levels in May.
Posted on Tuesday Jun 9

5 financial considerations for cohabiting couples

Following the government’s announcement of proposals to give greater rights to cohabiting couples, Sean McCann, Chartered Financial Planner at NFU Mutual, the financial advice firm, outlines five financial issues cohabiting couples should consider.
Posted on Monday Jun 8

Inflation fears and renewed Middle East conflict

Sell-off intensifies as inflationary fears rise with tech bearing the brunt. Iran war developments add to tensions after Iran targeted Israel with missiles. Brent crude gains 4% to trade above $97 a barrel. South Korea's Kospi plunges 8% triggering a circuit breaker. Tech stocks suffering amid worries of interest rate hikes. Bond markets caught up in the sell-off as investors seek higher returns.
Posted on Monday Jun 8