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

Year in Review

Our Year in Review document takes a closer look at key events in 2025 impacting the global economy and markets, and looking ahead to what 2026 may have in store.  

News in Review

UK GDP unexpectedly shrank in October as production fell, Budget uncertainty lingered and rate cuts may be on the cards.

Avoiding pitfalls when passing on wealth

With pensions entering the IHT net from 2027, now is the time to review your plans. Small gifts, annual allowances, and PETs can reduce Inheritance Tax—but careful planning and record-keeping are essential. 

Is your fixed rate coming to an end?

Over 350,000 UK households will face higher payments this winter as low-rate deals from 2020–2023 end. With the Autumn Budget on 26 Nov, now’s the time to review your mortgage options. Early planning can save you thousands. 

Pension access age to rise in 2028

From 6 April 2028, the normal minimum pension age rises from 55 to 57, affecting those born on or after 6 April 1973. Early access to #pension funds will be limited to ensure retirees have sufficient resources in later life.  

News in Review

This week’s News in Review sees global resilience as risks rise, UK growth slows, prices steady and energy bills climb.

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.

Tax treatment varies according to individual circumstances and is subject to change.

Approver Quilter Financial Services Limited 06/11/2025.