Independent Financial Advisers in Belfast
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News

Latest news

Market updates and changes that may affect your finances.

22 September 2026

Market update – September 2026

Global bond yields (a measure of the price of government and corporate debt) surged during August, fuelled by concerns over inflation, high levels of government debt and colossal expenditure on AI infrastructure.

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21 September 2026

Changes to Inheritance Tax on pensions

Currently, funds built up in a defined contribution pension are not normally included in your estate when you pass away, and inheritance tax does not apply. However, this is changing from 6 April 2027.

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3 September 2026

April 2027 changes – savings interest & ISAs

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1 September 2026

Holiday closure

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29 June 2026

Market update – June 2026

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