A third of people expecting £300k+ inheritance don’t fully understand IHT, risking lost family wealth Only 20% plan lifetime transfers, 22% avoid inheritance discussions and 28% don’t understand planning options
The Mortgage Guarantee Scheme is now permanently available across the UK Lenders are insured against losses, supporting availability of high LTV mortgages When borrowing at higher loan-to-value levels, it’s important
Going outdoors for an energising walk can help bring clarity when making major financial decisions Focus on your long-term goals and make sure your decisions are aligned with your risk
Buyers gain negotiating power with more homes available and improving mortgage affordability Sellers must adopt competitive pricing strategies as overpriced homes risk being overlooked Modest price growth is expected, but
Autumn offers a chance to take stock and review your pensions, savings and investments Establishing robust financial foundations is essential in times of economic uncertainty and elevated living costs To
The Autumn Budget may bring tax changes affecting pensions, IHT, savings and investments Speculation is high, but proactive planning can strengthen financial resilience ahead of announcements Reviewing contributions, allowances and
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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 ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. This can be verified by visiting the Financial Services Register here https://register.fca.org.uk/s/.
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