Jason Marsh

05/06/2026

Wondering how the new rules on inheritance tax for pensions will work in practice? HMRC has provided new details on how inheritance tax will apply to pensions from next year. Inheritance tax is charged where the estate of someone who has died exceeds the available tax-free allowances. Previously exempt, any unspent pension pots will count towards the value of an estate from April 2027. Have a read of this important article from Which? to get all the details and insights that we know so far.

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

HMRC will continue to publish updates on how inheritance tax will apply to pensions ahead of the new rules taking effect in April 2027.

02/06/2026

Summer can be expensive, but it doesn’t have to derail your savings goals. I can help you see the future impact of saving a little regularly with an individual picture of your cashflow. Visit my profile to find out how:https://www.quilter.com/jason-marsh

01/06/2026

Feel confident about your money this summer and during the ones to come with an individual picture of your cashflow that shows how to balance spending and saving. Let me help you create yours. Visit my profile to get in touch https://www.quilter.com/jason-marsh

05/05/2026

Around 1 in 4 adults still hold savings in a current account paying no interest*. If you’re looking for a better home for your cash savings, get in touch with me today and let’s talk through your options.

https://www.quilter.com/jason-marsh

*Building Societies Association 2024

05/05/2026

Is now a good time to review your mortgage or savings? The Bank of England has paused interest rates again – which could be a chance to review your finances. For more information, read this article from DailyMail.

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

The Bank of England has once again opted to hold interest rates at 3.75% today, but the base rate is now expected to rise later in the year.

30/04/2026

Are you up to date with HM Revenue and Customs latest recommendations? HMRC has reminded Britons that a fresh system for self-employed individuals is now in place. Called Making Tax Digital for Income Tax, this modification applies to self-employed workers and landlords earning above £50,000 per year. They will need to submit online updates quarterly rather than compiling everything at tax return time. Have a read of this article for The Mirror for the details.

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

HMRC has reminded certain people that a new system is now in place

29/04/2026

HMRC have advised that parents who file a self assessment tax return only due to the High Income Child Benefit Charge now have an easier way to pay the charge. Learn more in this article.

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

HMRC revealed parents may have an ‘easier way’ to pay the department

28/04/2026

Spring is here. Signs of growth are all around. Does that include your money? Let’s make a plan to cultivate your finances. Visit my profile to start a conversation: https://www.quilter.com/jason-marsh

27/04/2026

With this months state pension increase some claiming it might find themselves now being above the income tax threshold. Make sure to check your finances to see if you're affected. This article explains more.

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

Millions of pensioners have just received a boost to their state pension — but experts warn the increase could tip some into paying tax for the first time, quietly reducing the benefit

18/04/2026

Financial Planners and advisers are getting ahead of the impending levy of inheritance tax (IHT) on unused pensions from April next year by using options such as tax wrappers, lifetime gifting and earlier drawdown. Read the full article in Financial Planning now.

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

Financial Planners and advisers are getting ahead of the impending levy of inheritance tax (IHT) on unused pensions from April next year by using options such as tax wrappers, lifetime gifting and earlier drawdown.