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IHT record £7.7bn in February now exceeds last year by £132m

Just Group and Utmost comment on this morning’s HMRC update shows that Inheritance Tax (IHT) receipts totalled £7.7 billion through the first eleven months of the 2025/26 financial year (April 2025 to February 2026), an increase of £132 million compared to the same period in 2024/25 (£7.6 billion).
Posted on Friday Mar 20

Energy prices retreat slightly but economies count the cost

Brent crude and natural gas prices have retreated from Thursday’s scorching highs but remain highly elevated. Caution is set to dominate sentiment at the end of the week.UK public borrowing figures highlight the government's tricky position and the limited fiscal support available. The US is considering lifting sanctions on Iranian oil in a bid to keep a lid on prices.
Posted on Friday Mar 20

Comments as BoE holds rates as stagflation clouds gather

Hargreaves Lansdown, Schroders, XPS Group, Standard Life and Hymans Robertson comment as Bank of England holds rates at 3.75% as policymakers adopt a cautious stance. Rising energy prices linked to Middle East conflict set to add inflationary pressure, complicating the path to rate cuts. Outlook remains uncertain, with some now warning a rate hike could still be possible later this year.

Posted on Thursday Mar 19

Research shows 1 in 3 do not know enough about investing

New research from Aviva reveals that more than half of Brits (55%) have no investments and a third of those who do not invest (33%) say it’s because they don’t know enough about investing.
Posted on Thursday Mar 19

Central Banks walk a tightrope as tough rate decisions loom

Ahead of this week’s key rate decisions from the Federal Reserve, Bank of England and European Central Bank, Ajith Nair, CIO of Isio Investment Management, highlights a common thread emerging across global markets. Policymakers are being forced into an increasingly delicate balancing act between lingering inflation risks, renewed energy market volatility, and signs of slowing economic momentum.
Posted on Wednesday Mar 18

Stocks in the green all eyes to the Fed and inflation

Oil has edged down as Iraq agrees to new export route. Stocks have rallied on the news, though pressure and volatility remains. US and UK futures continue positive momentum, with markets forecast to open up. Macro news will dominate the session, with the Federal Reserve expected to hold rates today. The Fed will also share its Outlook-at-Risk report. US PPI, an inflation measure, is also expected at 1.30pm UK time. NVIDIA prepares to re-enter the Chinese market
Posted on Wednesday Mar 18

Headline fee reductions do not tell the full story

LCP’s latest Investment Management Fees Survey, covering 53 asset classes and data from over 50 institutional investment managers worldwide, reveals that while headline fee rates continue to fall across most core asset classes, overall costs are often rising due to higher additional expenses.
Posted on Tuesday Mar 17

Pessimism sets in despite Trumps bullish stance on Iran war

President Trump claims the war with Iran will be ‘wrapped up very soon’, but concerns remain high that this will be a longer and more protracted conflict. Brent crude prices stay volatile, climbing higher to hover around $103 after Monday’s losses. NATO members push back on requests to help secure the Strait of Hormuz. The airline industry is left reeling from fresh attacks on the UAE, with British Airways cancelling Dubai flights until the end of May. The flight disruption will have a knock-on effect on the conference and hotel industry across the Middle East.
Posted on Tuesday Mar 17

BoE to stand firm as geopolitics rewrites rate path

With oil-driven inflation volatility, both BoE and Fed likely to prioritise credibility over speed, says Rathbones’ John Wyn Evans, Head of Market Analysis. Scars from Russia-Ukraine war will inform both central bank and investor mindsets as Middle East conflict continues
Posted on Monday Mar 16

IHT tax reforms drive demand for gifting with control

Rising inheritance tax exposure is prompting families to gift earlier but with safeguards over how wealth is used. Trust usage is rising fast with 121,000 registered in 2024/5, taking the total number to 835,000. Intergenerational strategies becoming an increasingly central component of financial advice and wealth planning
Posted on Monday Mar 16

Mixed start for stocks as central banks gauge oil prices

FTSE 100 edges up. Asian stocks fall despite positive surprises in China. Brent Crude at $104 per barrel. Fed, BoE, ECB, BoJ to set rates this week. Gold falls below $5,000 per ounce. US stock futures rise. NVIDIA GTC kicks off as tech investors assess what’s next for AI
Posted on Monday Mar 16

UK growth flatlines, US markets stumble, Oil stays elevated

UK economy flatlines in January, UK stocks open lower. US markets stumble as investors begin to price in a prolonged conflict. Energy markets see a rare moment of calm, but no sign of easing. Gold on track for back-to-back weekly losses
Posted on Friday Mar 13

BoE faces tough decision as spectre of stagflation looms

Bank of England faces tough decision on interest rates when it meets next Thursday (19 March). MPC members voted 5-4 to hold at the last meeting, with four members voting for a cut to interest rates. The Bank’s playbook is being re-written as the war in Iran impacts global energy prices. Airfares and fuel prices are already surging. Just weeks ago markets had been expecting at least two cuts in 2026 – now they’re eyeing a potential hike
Posted on Thursday Mar 12

Middle East dominates the narrative for investors

FTSE 100 opens down as oil price climbs back to $100. Buyer demand for UK houses dries up in February. Tech stocks hold their own – Uber partners with Amazon’s Robotaxi start up. Stable US CPI inflation offers markets a ray of light
Posted on Thursday Mar 12

Three financial planning tips for mums

As families across the UK celebrate Mother’s Day this Sunday, it is important to reflect not only on the essential role mothers play within their households and communities, but also be aware of the sacrifices they make and the financial disadvantages many can face in later life as a result.
Posted on Wednesday Mar 11

Honesty gap emerges as 1 in 4 investors go against advice

Nearly a quarter (23%) of investors risk facing poor financial outcomes by going against the recommendations of their financial adviser, new research from Scottish Widows has revealed.
Posted on Wednesday Mar 11

Aon advises on €8 billion longevity transaction with Achmea

Aon has advised Achmea Pension & Life Insurance on broking the longevity risk on a back book of €8 billion of defined benefit group pension contracts, individual annuities and individual pensions.
Posted on Wednesday Mar 11

Markets in the green as oil hovers below $90

Following dramatic spikes earlier in the week, the oil price fell to below $90. Lower oil has proved a relief trade for stocks, and Asian markets have rallied. Futures for Europe and the US are mixed – noting that the war is far from over. JPMorgan downgrade private credit portfolio adding to cockroaches concerns. Oracle results, shares up 12%
Posted on Wednesday Mar 11

Fiduciary Management State of Play report

Quantum Advisory have published the latest results from its quarterly Fiduciary Management (FM) Dashboard as part of its ongoing ‘State of Play’ series.
Posted on Wednesday Mar 11

Stagflation fears mount: 5 ways it could impact your pension

Oil prices may have eased and stock markets rebounded, but the fallout from escalating tensions in the Middle East continues to filter through to global economies. With oil still more than 25% above pre-conflict levels, concerns are growing about a return to stagflation - the toxic mix of rising inflation and weak growth - amid warnings that higher energy costs are likely to feed into household bills.
Posted on Tuesday Mar 10

Recovery rally as oil prices retreat from scorching levels

Oil prices fall back from worrying levels but remain more than 25% higher than before the Iran war. Relief flooded into markets after President Trump claimed the conflict was nearing the end. Indices in Asia have clawed back losses, and stocks on Wall Street ended higher. European indices are set for a positive start, but high uncertainty remains.
Posted on Tuesday Mar 10

Markets continue sell off as oil soars and gold drops

Markets continue sell-off as oil soars, gold drops, Clarkson in focus as shipping market takes centre stage and Nigel Farage invests in Kwasi Kwarteng-chaired roll-up vehicle]Be the first to like this
Posted on Monday Mar 9

Easing energy prices give markets a breather

Selling pressure eases as oil prices slow their ascent. Market reaction suggests transitory narrative is the dominant one. Gold on track for weekly decline as inflation fears take over. Chip stocks could face new export rules
Posted on Friday Mar 6

Markets mixed as intense exchanges continue in Iran war

FTSE 100 opens down after mid-week bounce. UK earnings season reaches fever pitch. Endeavour profits boosted by strong prices in 2025Gold losses regains its lustre. US stock futures down. Oil prices up nearly 3% so far today
Posted on Thursday Mar 5

Troubled stock markets sceptical of Trumps Hormuz promise

Oil prices reached as high as $85 a barrel yesterday as trade halted through the Strait of Hormuz. Gold fell 4% as higher Treasury yields offered safe-haven seekers an alternative home. Europe felt the brunt of investor concern; the FTSE 100 fell 2.75% yesterday. US markets were granted late reprieve from President Donald Trump who pledged insurance guarantees and escorts for tankers using Hormuz. Asia markets opened down today, sceptical of Trump’s Hormuz promise and hurt by the stronger US dollar. But European futures markets including the FTSE 100 are more measured. UK’s Spring Statement was overshadowed by events in Middle East
Posted on Wednesday Mar 4