Recent data from HM Revenue & Customs (HMRC) has shown that Inheritance Tax (IHT) receipts for the 2022–23 tax year totalled £7.1bn, up £1bn from the previous tax year. With receipts consistently rising, this significant uplift can be attributed in part to ‘a combination of the recent rises in asset values and the government’s decision …
Life’s unpredictable. While we think the unexpected will never happen to us, unfortunately it sometimes does. So, if you found yourself in this situation, how would you and your family cope? You may not be able to rely on the state Unless you have substantial savings, or you benefit from a sick pay scheme run …
How would you & your family cope if you couldn’t work? Read More »
It comes as no surprise, with financial challenges impacting everyone’s pockets, that parents are prioritising worries regarding their children’s finances above their own, a trend highlighted in a recent survey of advisers*. According to the survey, 55% of respondents specified that amid cost-of-living challenges adult children were being prioritised in clients’ wealth planning, with many …
Parents Increasingly Worried About Their Children’s Finances Read More »
Welcome to August’s Citrus Bites, the monthly bite sized economic update from Citrus Financial. In this edition Richard Harris is looking at the latest economic data from the UK including the rate of inflation and core inflation. We also look at predictions from City experts on how how high interest rates might climb. Asking the …
Join David Braithwaite every Wednesday afternoon, on BBC Radio Kent’s Money Matters. Listen here This week we’re talking ISAs – there’s more to them than some people think, including a similarity to tupperware. On a more serious note he also helps a listener with her finances following divorce. Specifically, what should you do about your …
BBC Radio Kent Money Matters with David Braithwaite 09/08/2023 Read More »
Watch a recording of our exclusive webinar as we navigate the challenges faced by the UK economy in the midst of an economic storm and the imminent threat of what’s been described as a ‘mortgage time-bomb’. The cost-of-living crisis, along with escalating inflation, interest rate hikes, and the lasting repercussions of the Spring Budget, have …
The Economic Storm & Mortgage Time Bomb: How to Protect Your Financial Future – Video Read More »
Our latest Economic Review magazine is available now. This month’s Economic Review includes: Following its latest meeting the Monetary Policy Committee (#MPC) voted by a 7-2 majority to raise Bank Rate by half a percentage point. This was the 13th successive increase taking rates to 5.0%, their highest level for 15 years. Figures published last …
Monthly Economic Review newsletter – available now! Read More »
Our mortgage and protection adviser, Holly Bettles, takes a look at the UK mortgage and property market against the backdrop of the mortgage time bomb. Addressing the challenges of remortgaging or moving home in the current economic climate, as well as covering what to do if you’re struggling with your mortgage repayments. You can see …
Join David Braithwaite every Wednesday afternoon, on BBC Radio Kent’s Money Matters. Listen here This week, fresh from his summer holiday he’s talking about the bank of Mum and Dad. Can you help your children buy a home? He’s also talking about the cost of living crises and where to turn for help if you’re …
BBC Radio Kent Money Matters with David Braithwaite 02/08/2023 Read More »
Welcome to July’s Citrus Bites, the monthly bite sized economic update from Citrus Financial. In this edition Richard Harris is looking at the latest economic data from China, the USA, and the UK. This includes the recent positive news that UK inflation figures fell in June. In a change from our usual format, this month …
Citrus Bites – Monthly Financial Video Update – July 2023 Read More »
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