Jared Ashworth at Private & Commercial Lifetime Partners Limited

08/09/2026

New analysis shows home buyer activity has begun to pick up again following a summer lull, despite higher mortgage rates continuing to squeeze affordability. The number of people searching for homes to buy increased by 7% in the four weeks to August 16, compared with last year. Have a read of this informative article from The Standard for more insights.

The number of people searching for homes to buy increased by 7% in the four weeks to August 16, compared with last year, Zoopla found

02/09/2026

Early retirement isn’t just luck — it’s choices. While leaving employment years ahead of schedule may seem out of reach, there are steps workers can take to bring the prospect closer. Automate saving, cut recurring costs, and check your pension’s performance. Here, iNews takes a look at the steps to take now that could help you leave work years ahead of schedule.

From making the most of your workplace pension to building an ISA ‘bridge’ – the steps that could help you leave work years ahead of schedule

01/09/2026

Pension tax changes are reshaping inheritance strategies. From April 2027, most unused pension funds will be included when the value of someone's estate is calculated for IHT purposes. For some families, this will make little difference. For others, especially those with larger pension pots or estates, it could mean that more tax is due and less wealth passes to loved ones. In this informative article The Herald explains what’s changing, who may be affected and some practical steps to consider.

For many people, a pension is one of their biggest assets. From April 2027, it could also become an important inheritance tax (IHT) consideration.

24/06/2026

The Treasury has announced Isa reforms in regards to tax on savings in cash, and a new first-time buyer account to replace the Lifetime Isa. Rachael Griffin, tax and financial planning expert at Quilter, said the proposed first-time buyer Isa “marks a clear step towards creating a savings product that better reflects the realities facing aspiring homeowners, but there are issues still to be ironed out”.

Learn more in this article.

Quilter is not responsible for the accuracy of this article's information.

Treasury also promises a new first-time buyer Isa with no upper age limit, as the ‘age at which a first home is bought is rising’

22/02/2026

Thinking of borrowing more than your income allows? Mortgage rules are changing, and some lenders are stretching their limits - but not for everyone. To find out more, read this article from Which?

Quilter is not responsible for the accuracy of this article's information.

NatWest, Nationwide and Barclays are now offering mortgages worth up to six times your income for some borrowers

20/02/2026

Are you expecting a bonus in March? A bonus can be a great opportunity to strengthen your long‑term financial plans. Whether you’re thinking about boosting your pension, adding to your investments, or exploring other options, speaking to a financial adviser can help you make the most of it.

If you’d like to learn how to use your bonus to support your future goals, I’m here to help. Contact me today at https://www.pcfs-ltd.co.uk or by using the link in my bio.



Approver Quilter Financial Services Limited. February 2026.