Shows / Housing Unpacked
Housing Unpacked
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…
Episodes
- Housing Unpacked
Budget 2026: Mansion Tax, Landlords and the Election Question
A Budget with few surprises, but plenty of implications. Tom is joined by Nimesh Shah, CEO of tax advisory firm Blick Rothenberg, to discuss the latest…
- Housing Unpacked
Trump vs Healey: Who Holds the Key to Lower Mortgage Rates?
Tom is joined by market analyst Michael Brown to make sense of rising mortgage rates that seem to hinge on Donald Trump's next move. They discuss why UK…
- Housing Unpacked
Mansion Tax and the Budget: New Chancellor, Same Smorgasbord.
Tom is joined by James Nation, former special adviser to Rishi Sunak at the Treasury, to unpack the wave of pre-Budget speculation around a lower mansion tax…
- Housing Unpacked
Beyond the Middle East: What's Driving Mortgage Rates Higher?
Mortgage rates are rising again, but the conflict in the Middle East is only part of the story. Tom Bill is joined by Helen Thomas of Blonde Money to discuss…
- Housing Unpacked
The UK’s £4bn Non-Dom Hit
Ahead of the autumn Budget, Tom Bill is joined by tax specialist James Quarmby to discuss the fallout from the UK's non-dom reforms and why he estimates they…
- Housing Unpacked
Burnham’s First Fortnight: Reading Between the Lines for the Property Market
What does Andy Burnham's first fortnight as Prime Minister mean for the housing market? Tom Bill is joined by financial analyst Michael Brown. They discuss the…
- Housing Unpacked
Coutts Head of Lending: Volatility Is the New Normal
In this episode of Housing Unpacked, Tom Bill is joined by Alex Webster, Head of Lending at Coutts, for a discussion about wealth, lending and property at a…
- Housing Unpacked
Burnham Takes Charge: Property Tax and Fiscal Reality
What would a Burnham premiership mean in practice? Tom is joined by former Treasury special adviser James Nation to explore which policies will remain…
- Housing Unpacked
The Rise of the Domestic Buyer: Prime Central London Comes Full Circle
After decades being shaped by global investors and rapid price growth, today’s market is more price-sensitive and domestically-driven. In this episode of…
- Housing Unpacked
Burnham, bonds and the mortgage squeeze
Tom is joined by Helen Thomas, CEO of Blonde Money, to unpack the political shockwaves around Andy Burnham’s attempt to become an MP, the growing tension…
- Housing Unpacked
City Hall Has Lost Its Grip on Housing: London Mayoral Candidate Peter Murray
On this episode of Housing Unpacked, Tom Bill is joined by Peter Murray OBE, co‑founder of New London Architecture, founder of the London Festival of…
- Housing Unpacked
Renters’ Rights Act: The End of the Hobbyist Landlord?
In this episode of Housing Unpacked, Tom is joined by Louisa Sedgwick, managing director of mortgages at buy-to-let specialist lender Paragon Bank to explore…
- Housing Unpacked
Middle East Ceasefire to Boost Buyer Sentiment more than Mortgage Market
If it holds, the Middle East ceasefire will boost activity in the housing market as spring gets underway, but it hasn’t removed the pressure keeping mortgage…
- Housing Unpacked
Fighting the Last War: Markets, Mortgages and the Bank of England’s Hawkish Misfire
In this episode, Tom and Michael Brown unpack how the Bank of England’s unexpectedly hawkish messaging last week helped ignite a sharp repricing across markets…
- Housing Unpacked
How Global Energy Shocks Will Shape UK Politics, Inflation and the Housing Market
Tom Bill talks to James Nation on Tuesday 10 March about how the fast‑moving conflict in the Middle East is reshaping UK politics, the inflation landscape, and…
- Housing Unpacked
How the Middle East Conflict Will Impact the UK Housing Market
Tom Bill and Pepperstone analyst Michael Brown unpack how the Middle East conflict is rippling through global markets, lifting energy prices, reshaping…
- Housing Unpacked
From Mayors to Mega Basements: The Truth About Developing London
In this episode, Tom Bill talks with Mike Hussey, CEO of Almacantar, about the real‑world challenges of delivering major schemes in London - from tricky 1960s…
- Housing Unpacked
Global Drama, Local Consequences: What The Events of 2026 Mean for Your Mortgage
A fast‑moving start to 2026 sets the tone for this episode as Tom Bill and Pepperstone’s Michael Brown break down a month of relentless global drama and its…
- Housing Unpacked
Rob Perrins on planning reform, the future of London and hitting the 1.5 million homes target
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…
- Housing Unpacked
Budget Special: James Nation on Property Taxes and Labour’s Looming Leadership Crunch
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…
- Housing Unpacked
Budget Special with Michael Brown: The OBR Row, Mixed Market Signals and Rising Risks for the Chancellor
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…
- Housing Unpacked
Budget Special: Nimesh Shah on the Doors The Budget Opened - and the Ones It Bolted
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…
- Housing Unpacked
Prime Central London: The reality on the ground ahead of the Budget
With tax speculation dominating the headlines, is Prime Central London really stalling or are there opportunities for buyers? Tom Bill speaks to Stuart Bailey…
- Housing Unpacked
The £30 Billion Question: What Rachel Reeves Faces Ahead of the November Budget
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…
- Housing Unpacked
Carol Lewis: Headlines, Housing and Hype
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…
- Housing Unpacked
James Nation: Property Taxes, Pitch-Rolling & Budget Nerves
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…
- Housing Unpacked
Nerves are spreading through bond and property markets ahead of November Budget
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…
- Housing Unpacked
The UK Wealth Exodus with Leslie Macleod-Miller
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…
- Housing Unpacked
Housing, Inflation and Government Strategies
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…