Financial News & Advice
Pensions and IHT. What’s changing?
By Tegan Gladman, Financial Planner with Anstee & Co. From the 6th April 2027, significant changes to pension death benefits and inheritance tax (IHT) will come into force. Under the new rules, most unused [...]
Generational Wealth Planning: Start the Conversation.
By Carly Buck, Financial Planner with Anstee & Co. For many families, financial planning is not just about securing your own future, it is also about making sure the wealth you have worked hard [...]
ISA changes you need to know.
By Rachel Efetha Chartered Financial Planner It was announced in the 2025 Budget that changes to the ISA rules will be introduced from 6 April 2027, including a new limit on the amount that [...]
Have you received an Inheritance that you do not need?
By Rachel Efetha, Charter Financial Planner at Anstee & Co. For a lot of people, an Inheritance can come in very handy. It can pay off a lump towards your mortgage, allowing you to [...]
Are you nearing retirement? If so, we can help.
If you are nearing retirement you might feel a little rattled after all the changes that are happening. What type of pension do you have? If you are lucky enough to have a defined [...]
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