Knowledge and Insight

Resetting finances, setting goals and encouraging your clients to take control of their plans.

UK retail sales slumped in December while inflation went in the other direction. Is the UK now in recession, albeit the mildest of the mild?

By working with your clients to set clear retirement goals and considering a range of financial planning issues, you can help them make the most of their golden years.

We’ll help your clients enter a new chapter of their lives with the confidence that they’re making the most of their hard-earned savings.

Inheritance tax can eat up a large portion of an individual’s wealth when they pass away, so it’s important to account for this when planning for retirement.

Inflation and interest rates are expected to stay at higher altitudes than we’ve been used to in recent times. We discuss the factors behind this, and what this could mean for your clients’ investments.

Pessimism about UK equities is widely held. If it’s based on misconceptions, this could be opening up an opportunity.

Rathbones’ co-chief investment officer, Edward Smith and head of equities, Sanjiv Tumkur share their views on the key questions facing investors and the market impact of the Magnificent Seven US tech giants.

Housing costs make up a big part of people’s spending, yet they can often obscure what’s going on with inflation.

A gruelling year for investors actually delivered decent returns. But how much of that strong performance is in anticipation of 2024?

Our lead article to begin the new year takes a look at the tech companies known as the Magnificent Seven. Will these 'superheroes' drive market returns again in 2024?

Why investing in UK property is not always as safe as houses.