Advised investors are ‘less vulnerable’
Investors who receive financial advice are four times less likely to be vulnerable than the general population, according to analysis1. The study looked at a cohort of more than 5,000
25th March 2025
Investors who receive financial advice are four times less likely to be vulnerable than the general population, according to analysis1. The study looked at a cohort of more than 5,000
Aside from the change announced about bringing unused pension pots into IHT from April 2027, other announcements relating to pensions were thin on the ground during the Budget speech. The
It’s 2025 and we are celebrating the 50th anniversary of the Sex Discrimination Act which, amongst other measures, made it possible for women to get a mortgage without a man’s
Recent HMRC data shows that IHT receipts rose to £4.3bn during the period from April to September 2024, a £400m increase on the same period the previous year. With 27%
Catalysed by the 2011 abolition of the Default Retirement Age, a combination of economic and socio-demographic trends are changing people’s outlook to retirement; and this, in turn, is heightening the
With the UK housing market facing an array of problems, experts have suggested almost as many solutions. One concept that could help resolve the current shortcomings is ‘right-sizing.’ ‘Right-sizing’ refers
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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.
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