Any Autumn Budget changes to Stamp Duty and CGT could heavily influence housing activity in late 2025 Mortgage rates dipped below 5% but gilt yields raise concern of further increases
City investment volumes reached £2bn by July, 33% below average, but deal sizes are notably larger The outlook for H2 2025 is brighter due to improved credit and stabilising investor
1 in 6 people don’t know who their pension would go to if they passed away Cohabiting partners are especially at risk of missing out if not formally nominated Some
A third of homeowners are currently making overpayments on their mortgage 40% of homeowners don’t have the confidence to overpay their mortgage Most lenders allow you to make overpayments of
Only 30% of those aged 30 to 34 and 34% of those aged 35 to 39 have enough life cover to protect their family Households often insure mortgages but neglect
Nearly 4 in 10 people in the UK are not on track for even a basic retirement lifestyle Understanding retirement income targets is key to building financial resilience Personal pensions
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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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