Intergenerational planning – a growing need
4th January, 2023
With the next 30 years set to witness the largest ever intergenerational passing of wealth,…
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Looking to retire early? There’s lots to think about
4th January, 2023
It is the dream of many to retire early. Indeed, 270,000 people in their 50s…
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Protection insurance payouts on the rise
29th December, 2022
Claims paid out under protection insurance totalled £6.8bn in 20211, a second consecutive yearly high,…
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Anyone can fall victim in an ‘epidemic of fraud’
27th December, 2022
The latest annual fraud report published by UK Finance stresses the need for an urgent…
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Equity release increase driven by cost-of-living pressures
21st December, 2022
In recent years, equity release has become an increasingly popular way for older homeowners to…
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Holiday habits of UK homeowners
14th December, 2022
Do you always lock your windows before going on holiday? If not, you’re not alone….
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Finding your ‘happy place’ in retirement?
14th December, 2022
If you’re in Wiltshire and about to retire, you’re doing it in the right place….
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Economic Review of November 2022
7th December, 2022
OBR forecasts long but shallow recession Updated projections from the Office for Budget Responsibility (OBR)…
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Trending – ‘living legacies’
7th December, 2022
Over-55s are increasingly looking to help their families out financially while they are still alive,…
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Residential Property Review of November 2022
30th November, 2022
More Stamp Duty changes in Autumn Statement Chancellor Jeremy Hunt’s Autumn Statement on 17 November…
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