RetireInvest Limited profile

Insights

Understanding gifting out of income – how regular gifts could help reduce Inheritance Tax

Many families are currently reviewing their estate planning and considering the options available for passing on wealth during their lifetime. One often-overlooked opportunity is the 'gifts out of surplus income' IHT exemption, read our article to learn more #EstatePlanning

A changing path to homeownership

Data highlights that first-time buyers are now entering the housing market later, at around age 33 on average

Borrowers shift strategy as mortgage demand evolves

Demand for variable and tracker mortgages has increased sharply, rising to 13% of searches in April

Life insurance in a changing planning landscape

The inclusion of pensions within Inheritance Tax (IHT) from April 2027 is prompting many to reconsider their assets – what role does life insurance play?

Investing for the long term

Looking back a few years, the pandemic brought a rapid end to the drawn-out recovery of major stock markets from the share price lows associated with the financial crisis a decade ago. Yet, history has shown that markets have the resilience to recover over time, rewarding those who remain committed to long-term investing.

Investing in times of uncertainty

There is no doubt that the pandemic, the invasion of Ukraine, and the cost-of-living crisis have resulted in market volatility. Economic and geopolitical events always prompt investors to question whether now is a good time to invest or to remain invested.

Categories

You are now departing from the regulatory site of Retire Invest.

Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.