Inheritance Tax News Update

  The government netted £5.3bn from inheritance tax (IHT) between April and December 2022, which was £0.7bn higher than in the same period a year earlier, latest official statistics show. Figures from HM Revenue & Customs (HMRC) showed frozen thresholds were...

How Much Do You Need For A Happy Retirement?

Planning for retirement, or later life finances, are topics that, for most people, are firmly placed in the ‘deal with later’ part of our brains, even though we acknowledge how critical both are to later life wellbeing and security. Equally, you won’t be too surprised...

Savvy Saving To Protect Your Pot

Soaring inflation figures over the past year or so have had a big impact on the UK economy, not only for those who have seen the surge in the cost of living erode household finances, but also to those who have a lump sum to invest, but are facing a landscape that...

The Ups And Downs Of The Mortgage Market

Last week we saw the Bank of England increases its base lending rate by 0.5% to 3.5% – it was the ninth time in a year that the Bank had increased rates after it first lifted them to 0.25% from 0.1% in December 2021. However, on the same day, some mortgage lenders...
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