Apex Independent Financial Planning Ltd, Elm Lodge, 14 Elbow Lane, Formby, Merseyside. L37 4AF
The biggest overhaul of the ISA (Individual Savings Account) regime in several years is coming into effect on 6 April 2027 – learn more about the changes…
The forthcoming pension IHT reforms are regarded as one of the most significant changes to estate planning in recent years – the clock is ticking
In this week’s news – steady global growth, AI’s growing influence and the impact of energy costs on growth and inflation. Plus rising UK borrowing costs, increased remortgage activity and the growing gap between retirement expectations and reality
In this week’s news – UK annual house prices halved in September as ongoing economic uncertainty weighs, mortgage rates have come under renewed pressure as lenders had been increasing mortgage rates amid rising swap rates and inflationary concerns, Q2 GDP revised up and 82% of businesses expect regional economic growth in the next 3 years
The Budget is on the horizon, what will Chancellor John Healey announce in his first Budget on 28 October? Look beyond the headlines, don’t get swept away with pre-Budget speculation
As we move into autumn, the UK housing market remains relatively subdued with house prices showing little movement – what lies ahead?
September’s Economic Review covers the decision to hold interest rates, a slight upgrade to the global economic outlook for 2026, the surge in government borrowing in August and UK consumer confidence reaching a two-year high
In this week’s news – the Prime Minister’s highly anticipated keynote speech delivers news on the triple lock, the latest OECD Economic Outlook, IMF issues a warning to the UK and US
Whilst many younger adults are proactive on pensions, saving for retirement may slip down the priority list for some
In this week’s news – Bank Rate held at 3.75% for the sixth time in a row, US interest rates rise, the Chancellor attempts to strengthen EU ties and buyers are cautious ahead of the Budget. Read the articles here…