Housing Unpacked

Tom Bill, Knight Frank
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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.

  1. 3D AGO

    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 refurbishments to complex new‑builds on constrained sites. Mike reflects on working with different London mayors, how political interventions can slow projects, and why there is so much misunderstanding around viability. They explore London’s enduring resilience as a global city, with Mike explaining why super‑prime residential demand remains steady but slower to convert, and how long‑term stability matters as much as tax tweaks for investors. Finally, he shares when Almacantar may feel ready to buy its next site. Subscribe⁠⁠ to Tom Bill's UK Residential Outlook, for all the latest properties, exclusive market analysis, news and data.Produced by ⁠⁠⁠Rethink Audio⁠⁠⁠.

    45 min

  2. FEB 2

    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 impact on borrowing costs - from Trump’s tariff brinkmanship and geopolitical flare‑ups to fiscal fears over Japan. We dig into why UK swap rates have risen, how much faith to put in recent UK economic data, why haven demand is rising, and how political jitters in Westminster are still rattling gilt markets. All of it feeds directly into mortgage pricing, the timing of Bank of England rate cuts, and what buyers and sellers should expect in the months ahead. Subscribe⁠ to Tom Bill's UK Residential Outlook, for all the latest properties, exclusive market analysis, news and data.Produced by ⁠⁠Rethink Audio⁠⁠.

    32 min

  3. JAN 15

    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 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.

    43 min

  4. 12/10/2025

    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 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. ⁠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.

    48 min

  5. 12/02/2025

    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 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. ⁠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.

    36 min

  6. 11/28/2025

    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 “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. ⁠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.

    32 min

  7. 11/10/2025

    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, 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. ⁠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.

    38 min

  8. 10/20/2025

    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 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. ⁠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.

    33 min
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About

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.

Information

  • Creator
    Tom Bill, Knight Frank
  • Years Active
    2K
  • Episodes
    13
  • Rating
    Clean
  • Copyright
    © Tom Bill, Knight Frank
  • Show Website
    Housing Unpacked

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