Épisodes

  • Rob Perrins on planning reform, the future of London and hitting the 1.5 million homes target
    Jan 15 2026

    Rob Perrins, Executive Chairman of Berkeley Group, joins Tom Bill to explore the realities behind the government’s housing ambitions, the impact of the Autumn Budget, and what it will really take to deliver 1.5 million homes. With over 30 years at Berkeley, Rob offers a unique perspective on the UK’s planning system and the challenges of delivering homes at scale, particularly in London. He discusses why housing delivery has stalled, how the regulatory burden and taxation are undermining viability, and why restoring confidence and the “feelgood factor” is critical for the market. Rob also reflects on his career at Berkeley, the legacy of founder Tony Pidgley, and how the company’s culture of regeneration, placemaking and long-term investment continues to shape its approach today.

    Subscribe to Tom Bill's UK Residential Outlook, for all the latest properties, exclusive market analysis, news and data.

    Produced by Ollie Peart at ⁠Rethink Audio⁠.

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    43 min
  • Budget Special: James Nation on Property Taxes and Labour’s Looming Leadership Crunch
    Dec 10 2025

    Former Treasury and No.10 insider James Nation joins Tom Bill to unpack a Budget that has soothed markets but failed to boost Labour’s poll numbers. James talks about how easy it will be to introduce a mansion tax, the politics around an investor visa, and why the next big guessing game might not be related to taxes rises but the identity of the new Chancellor.


    Read more from Head of UK Residential Research Tom Bill here.

    Subscribe to Knight Frank's research here.


    Produced by Ollie Peart at Rethink Audio.

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    48 min
  • Budget Special with Michael Brown: The OBR Row, Mixed Market Signals and Rising Risks for the Chancellor
    Dec 2 2025

    In this second of three post-Budget specials, Tom Bill is joined by Michael Brown from Pepperstone to unpack a chaotic week for Westminster, the markets and the wider economy. From the unprecedented OBR leak and the Treasury’s credibility problem to front-loaded spending, back-loaded tax rises and why gilt markets may be calm for now, Michael explains what really mattered in the Budget, what the Bank of England is likely to do next, and why political risk may be the biggest story of 2026.


    Read more from Head of UK Residential Research Tom Bill here.

    Subscribe to Knight Frank's research here.


    Produced by Ollie Peart at Rethink Audio.

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    36 min
  • Budget Special: Nimesh Shah on the Doors The Budget Opened - and the Ones It Bolted
    Nov 28 2025

    In this Budget Special, Tom Bill is joined by Nimesh Shah, CEO of tax advisory firm Blick Rothenberg, to break down why he sees this as a “once-in-a-generation” Budget, what the new mansion tax signals for future wealth taxation and how the extra 2% on rental income and frozen thresholds squeeze landlords and middle earners. They also discuss whether markets will accept a fiscal plan that spends upfront and pushes major tax increases into the later years of the Parliament - plus the emoji that Nimesh chooses to sum it all up.


    Read more from Head of UK Residential Research Tom Bill here.

    Subscribe to Knight Frank's research here.


    Produced by Ollie Peart at Rethink Audio.

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    32 min
  • Prime Central London: The reality on the ground ahead of the Budget
    Nov 10 2025

    With tax speculation dominating the headlines, is Prime Central London really stalling or are there opportunities for buyers? Tom Bill speaks to Stuart Bailey, Head of Prime Central London Sales at Knight Frank, about which taxes in the Budget would most impact the market, what buyers should expect in terms of future price growth, how many people are leaving the capital and which areas of London are back on the radar.


    Read more from Head of UK Residential Research Tom Bill here.

    Subscribe to Knight Frank's research here.


    Produced by Ollie Peart at Rethink Audio.

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    38 min
  • The £30 Billion Question: What Rachel Reeves Faces Ahead of the November Budget
    Oct 20 2025

    What’s happening behind the scenes as the Treasury and the Office for Budget Responsibility prepare for the 26 November Budget? Tom Bill is joined once again by Michael Brown from Pepperstone to share their insights.


    From the OBR’s “observation window” to the Treasury’s 11 Bloomberg terminals, Tom and Michael discuss how gilt yields, labour market data, and fiscal headroom are shaping Rachel Reeves’ options — and what all of this means for property taxes, mortgage rates, and the housing market.


    Read more from Head of UK Residential Research Tom Bill here.

    Subscribe to Knight Frank's research here.


    Produced by Ollie Peart at Rethink Audio.

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    33 min
  • Carol Lewis: Headlines, Housing and Hype
    Oct 6 2025

    Carol Lewis, Property Editor of The Times and The Sunday Times, explains how to navigate the flood of property headlines in the run-up to November’s Budget. Carol speaks to Tom about the Treasury’s use of “trial balloon” tax stories, why house price data often looks contradictory, and how readers can distinguish speculation from fact. She also gives a behind-the-scenes view of how the media prepares for Budget day, stressing the journalist’s role as messenger rather than market shaper.


    Read more from Head of UK Residential Research Tom Bill here.

    Subscribe to Knight Frank's research here.


    Produced by Ollie Peart at Rethink Audio.

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    30 min
  • James Nation: Property Taxes, Pitch-Rolling & Budget Nerves
    Sep 22 2025

    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 deputy leadership race and whether Starmer and Reeves are still in post next year.


    Read more from Head of UK Residential Research Tom Bill ⁠here⁠.

    Subscribe to Knight Frank's research ⁠here⁠.


    Produced by Ollie Peart at ⁠Rethink Audio⁠.

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    44 min