Tom Bill, Knight Frank

Housing Unpacked

Business EN ↓ 29 episodes

The UK housing market generates more headlines than almost any other part of the economy - but often with very little clarity. Housing Unpacked cuts through the blizzard of noise and speculation to focus on what really matters: the structural forces shaping the market, the political choices behind them, the broader mood in financial markets and what that tells us about where the market is heading. Tom Bill, Head of UK Residential Research at Knight Frank, brings together data, policy and lived market experience to tell us what’s really going on and what happens next.

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Author

Tom Bill, Knight Frank

Episodes

James Nation: Property Taxes, Pitch-Rolling & Budget Nerves 22.09.2025 43:49

Former No.10 policy insider James Nation joins Tom to decode the run-in to the 26 November Budget: OBR round-one forecasts, the 10-year gilt “observation window”, and why a productivity downgrade matters for the property market. We ask how credible this summer’s property tax rumours feel, possible sweeteners, and what a “successful” Budget looks like. Plus: Treasury vs Downing St culture, Labour’s...

Nerves are spreading through bond and property markets ahead of November Budget 08.09.2025 25:57

This week, head of UK residential research Tom Bill is joined by financial market analyst Michael Brown from Pepperstone to assess the state of property and bond markets ahead of November’s Budget. Borrowing costs have been climbing in recent weeks for a number of reasons that include a lack of credibility on financial markets that the government has a coherent plan. Property taxes have been float...

The UK Wealth Exodus with Leslie Macleod-Miller 18.08.2025 32:59

What would happen if the rich left the UK? In this episode of Intelligence Talks, host Tom Bill is joined by Leslie MacLeod-Miller, CEO of Foreign Investors for Britain to dig into what the governments changes in taxation mean for non-doms, and what the knock on affect could be for the rest of the country. Listen to find out what Leslie thinks needs to happen to keep money in the UK and what impac...

Housing, Inflation and Government Strategies 04.08.2025 27:52

This week; sticky inflation, bond market reactions, and the government's role in the property market. We look at recent economic data showing weak growth and high inflation, and try to unpick the implications for the housing market such as increased supply and mortgage rates, and the challenges faced by policymakers. We also look at the US trade deals and Federal Reserve decisions, providing i...