Our Blog

Welcome to our regular Insights — keep up to date with our latest news, updates and guides dedicated to guiding families and future generations through the complexities of financial planning with clarity, care, and expertise.

Latest posts

Understanding gifting out of income – how regular gifts could help reduce Inheritance Tax

Many families are currently reviewing their estate planning and considering the options available for passing on wealth during their lifetime. One often-overlooked opportunity is the 'gifts out of surplus income' IHT exemption, read our article to learn more #EstatePlanning

A changing path to homeownership

Data highlights that first-time buyers are now entering the housing market later, at around age 33 on average

Borrowers shift strategy as mortgage demand evolves

Demand for variable and tracker mortgages has increased sharply, rising to 13% of searches in April

Life insurance in a changing planning landscape

The inclusion of pensions within Inheritance Tax (IHT) from April 2027 is prompting many to reconsider their assets – what role does life insurance play?

Economic Review – September 2026

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

Property Review – September 2026

Our latest property reviews cover YTD commercial investment and outlook, the UK industrial & logistics sector, RICS residential trends, mortgage rates and rising landlord incomes. Read on for more information….

Narrative is trading style of Narrative Wealth Limited which is an appointed representative of Quilter Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority. Registration number: 16344911.

Registered as a Limited Company in England and Wales. Narrative Wealth Management, 60 High Street Wimbledon, London, SW19 5EE, United Kingdom.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.

Succession planning, trusts, inheritance tax planning & estate planning are not regulated by the Financial Conduct Authority.

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