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Insights and Guides

Safety net for non-salaried employees

Two in three non-salaried employees lack life insurance, causing concerns about funeral costs and financial burdens. A quarter of this demographic cannot afford life cover. Affordable insurance can provide crucial peace of mind for non-salaried workers and their families
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IHT recap – get up to speed on gifting allowances

IHT receipts rose to £4.3bn between April - September 2024. Use gifting allowances like the £3,000 annual exemption, wedding gifts, and small gifts to reduce estate value. Regular gifts from surplus income can also be exempt, but documentation is essential
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Significant gains for UK homeowners over two decades

Over the past 20 years, UK properties have increased in value by an average of £80,000. High-demand areas like the Cotswolds and South East saw the most significant gains, driven by location, infrastructure, and lifestyle changes, highlighting market resilience
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Financial advice reduces vulnerability in investors

A study of over 5,000 investors found those who sought financial advice were four times less likely to be financially vulnerable. Advised clients showed stronger resilience, with high confidence in handling financial difficulties, despite facing similar life difficulties as others.
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Breaking the taboo: Family tensions over financial matters

Many wealthy individuals avoid discussing financial plans with family, leading to misunderstandings and unrealistic inheritance expectations. Generational differences contribute to tensions. Open discussions about money and inheritance can reduce stress, set realistic expectations, and prevent future conflicts within families
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Beware of the dangers of ‘finfluencers’

Financial influencers, or ‘finfluencers’ can raise awareness about money-related matters, but pose risks due to unverified, unregulated advice. Over half of UK adults trusting social media for financial advice don’t verify credibility. Always seek advice from FCA-authorised professionals
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Equity Release growth trend continues

The equity release market continues to return to growth, with £615m unlocked in Q3 alone. Average loan sizes rose, reflecting increased confidence among homeowners over 50. Equity release offers financial flexibility but requires careful consideration of personal circumstances
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Financing longevity is all in the planning

The ‘longevity megatrend’ presents financial challenges as people live longer; many are not prioritising funding their retirement. Financial advisers can help individuals navigate this trend, providing guidance for long-term financial planning and ensuring readiness for the realities of increased longevity
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The only way to drive economic growth is to invest, invest, invest

Labour's 2024 Budget introduced £40bn tax rises, higher CGT rates and the end of the non-dom regime. Also, state pensions will increase by 4.1% in 2025-26. OBR forecasts 2.0% economic growth in 2025, with inflation averaging 2.6%
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Budget news for the housing market

Taxation may have dominated the #AutumnBudget2024, but the fiscal event did include some announcements that will impact homeowners, buyers and sellers. Read more about the key changes…
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RetireInvest Staff Spotlight – Catherine Pell

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Craig Allan – Financial Adviser at RetireInvest

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The guidance and/or information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

RetireInvest Limited is registered in England and Wales. Company Number 09916200. Registered Address 4 Finkin Street, Grantham, Lincolnshire, England, NG31 6QZ.

Tel: 0800 028 4040

RetireInvest Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority.

Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk) under reference 440703 and 440718.

Estate Planning, Trusts, and Tax Planning advice is not regulated by the Financial Conduct Authority.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. 

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Registered Address 4 Finkin Street, Grantham, Lincolnshire, England, NG31 6QZ.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited June 2025

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