PodcastsBusinessHousing Unpacked

Housing Unpacked

Tom Bill, Knight Frank
Housing Unpacked
Latest episode

11 episodes

  • Housing Unpacked

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

    15/1/2026 | 43 mins.

    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.

  • Housing Unpacked

    Budget Special: James Nation on Property Taxes and Labour’s Looming Leadership Crunch

    10/12/2025 | 47 mins.

    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.

  • Housing Unpacked

    Budget Special with Michael Brown: The OBR Row, Mixed Market Signals and Rising Risks for the Chancellor

    02/12/2025 | 35 mins.

    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.

  • Housing Unpacked

    Budget Special: Nimesh Shah on the Doors The Budget Opened - and the Ones It Bolted

    28/11/2025 | 31 mins.

    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.

  • Housing Unpacked

    Prime Central London: The reality on the ground ahead of the Budget

    10/11/2025 | 37 mins.

    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.

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About 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 market experience to tell us what’s really going on and what happens next.
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