Research1 suggests a significant minority of over-55s either have or are planning to unretire. Worryingly, though, a majority in this group have not checked the tax implications associated with such
Budget caused uncertainty in the market There was some uncertainty within the housing market ahead of the Autumn Budget at the end of October, which was reflected in muted consumer
Commercial property market outlook Despite anticipation of the Autumn Budget, Savills reported that the commercial property market remained stable in October, with some areas of growth. There was no change
Data suggests that confidence is growing among new and existing equity release customers. Equity release customers rose by 12% in Q2 of this year, with total lending increasing by 15%
Equity fund inflows on the up Statistics1 show that, during the first half of 2024, net inflows to equity funds were over £11.3bn, the best six-month recording for equity funds
A recent study1 has identified several distinct pension personality types, each with its own strengths and challenges. Which one resonates with you? Procrastination Pete and Paula are the most common
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Begin your financial planning journey, giving you more flexibility and bringing you closer to financial freedom. Aureus Wealth Management Ltd. Registered Office: 30 Taunton Road, Weston Super Mare, United Kingdom, BS22 7DU. Registered in England & Wales, Company Number 14003632. Aureus Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register here https://register.fca.org.uk/s/.
The guidance or information contained within the website is subject to UK regulatory regime and is therefore aimed at consumers in the UK. The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in the future. The Financial Conduct Authority (FCA) do not regulate Inheritance Tax Planning, Tax and Trusts. The FCA does not regulate tax planning, certain forms of mortgage lending and cash management.
The future value of investments can fall as well as rise and future growth is not guaranteed.
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