Navigating Tax Changes in the New Tax Year by Carly Buck, Financial Planner with Anstee & Co. Now that we are in the 2026/27 tax year, a number of important tax changes have come into effect, which may impact investment and estate planning strategies. In particular, updates to Business Property Relief (BPR), Alternative Investment [...]
If you are dreaming of retirement, spending some time getting your financial affairs in order is a good idea. This will help you to realise if you can afford to retire with a standard of living that you are used to, or if making a few financial sacrifices will help you achieve your end [...]
Free downloadable updated Tax Card for 2026/2027. Just click on the link below. Anstee & Co.Tax Card
By John Cossons, Mortgage and Protection Designer at Anstee & Co. When you are considering taking an equity release lifetime mortgage one of the main considerations is knowing how much equity you will have left to leave to your next of kin when you pass away. It is generally well known that with an [...]
If you are in your fifties or early sixties now is a good time to start thinking about what your retirement income might look like. With our busy lives, it is always easy to put these reviews off as you may feel that retirement is still a long way off and there is little [...]
By Rachel Efetha, Chartered Financial Planner with Anstee & Co. A while ago, I visited two sets of completely unrelated new clients who are both in a very similar position. Both the husbands are tradesmen and both the wives run the office for them under a limited company. Both got in touch as their [...]
Congratulations, you have moved into your shiny new build home! Moving to a new house is often a stressful but an exciting time and moving into a new build is no exception. However, the real work of moving to a new house often comes in the days, weeks & months after moving in. New builds [...]
In this article, we will look at what a Lasting Power of Attorney is, what it does and why you should be considering drawing one up. So, what is a Lasting Power of Attorney? A Lasting Power of Attorney (LPA), are legal documents that can be used to help you safeguard your financial future. [...]
Getting the best mortgage deal is never easy. However, by following these steps, you can begin to get yourself mortgage ready. Before you apply for a mortgage, follow these top tips to give yourself the opportunity of getting the best mortgage deal for you. Remember, the lowest rate is not always the best overall [...]
When undertaking a financial planning review with our clients our financial planners often talk about different asset classes. So what do they mean? Below is a brief overview of what these asset classes do. Some asset classes are better for income while others come into their own when you are looking for capital growth. [...]
