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Housing Unpacked

Housing Unpacked

Von: 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.Tom Bill, Knight Frank
  • 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.
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