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Latest News
Should you take your pension tax-free lump sum to kickstart retirement?
Published: September 7, 2023 by Jennifer ArmstrongWhen you access your pension, you can often take a tax-free lump sum. While this may seem an attractive way to fund your early retirement plans, there are some essential things you need to consider first. You can usually access … Continue reading
Investment market update: July 2023
Published: August 15, 2023 by Jennifer ArmstrongData from economies around the world indicate business output and confidence could be slowing. Read on to find out what influenced the investment market in July 2023. Despite some data suggesting there could be a downturn in some areas, the … Continue reading
Here’s what mortgage lenders consider when carrying out affordability tests
Published: by Jennifer ArmstrongApplying for a mortgage can be stressful. You might worry a lender will reject your application and the effect it could have on your plans. A better understanding of what lenders are considering when making a decision may be useful … Continue reading
Market volatility means thousands of families may have overpaid Inheritance Tax
Published: by Jennifer ArmstrongThousands of families may be entitled to an Inheritance Tax (IHT) rebate due to stock market volatility. As the government does not automatically refund estates when this happens, many families could be unaware they’ve overpaid. Overpaying IHT could occur if … Continue reading
Care home fees have increased by 10%. Are they part of your long-term plan?
Published: by Jennifer ArmstrongFigures suggest the average cost of a care home is on the rise. While it can be difficult to consider, some people will need care in their later years and making it part of your long-term plan could provide greater … Continue reading