Apex Independent Financial Planning Ltd, Elm Lodge, 14 Elbow Lane, Formby, Merseyside. L37 4AF
Individual Savings Accounts (ISAs) play an important part in organising your money in a tax-efficient way to make provision for the future. There are a number of options which are explained in our ISA guide.
This week’s News in Review looks at Keir Starmer’s successful visit to China, the government U-turn on business rates for pubs and music venues and a new consultation into a new Lifetime ISA.
In our Economic Review of January – UK growth surprises, inflation pressures ease, markets advance and consumers show resilience
This week’s edition covers the World Economic Forum in Davos, the latest UK inflation data and historic highs for the gold price.
What’s the outlook for housing in 2026: prices predicted to rise, FTBs gain choice, regional growth varies.
Commercial property 2026: offices lead, AI drives data centres, retail rebounds, hotels set for stronger year.
Start 2026 with a clear plan and peace of mind. We’re here to help you protect and grow your wealth with clarity and purpose, whether that means reviewing investments, revisiting pension arrangements or preparing for key milestones.
This week’s edition covers geopolitical tensions, global economic forecasts and signs of renewed UK market resilience.
With the end of the tax year fast approaching, now is the ideal time to review your finances. From Individual Savings Accounts (ISAs) and pensions to Capital Gains Tax (CGT) and inheritance planning, timely action can help reduce tax and protect your long-term wealth.
The UK is expected to see a significant shift in assets passed down to younger generations over the next 30 years, prompting an interest in intergenerational planning.