Jason Marsh

22/10/2026

Life insurance can help loved ones cover an inheritance tax (IHT) bill after you die and putting the policy in trust can shield the payout from IHT. But if you get it wrong you risk locking in unsuitable terms or delaying payment.

Which? highlights six costly errors people make when putting life insurance in trust, from choosing the wrong type of trust to forgetting to add the right beneficiaries.

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Our survey found around half of Which? members that put life insurance in trust did so to sidestep inheritance tax

21/10/2026

According to the latest data by the Office for National Statistics the state pension will rise by £488 a year come April. Find out what that means for the total annual amount as well as weekly in this article from Which? Money.

Pensioners could see an above-inflation rise in state pension payments from April 2027

17/10/2026

Confidence doesn't come from having all the answers. It comes from having a plan.

Financial advice can help you understand your options, navigate important decisions and stay focused on your long-term goals, whatever life throws your way.

Speak to me to discuss your goals. https://www.quilter.com/jason-marsh

Approver Quilter Financial Services Limited. August 2026

16/10/2026

When people think about financial advice, they often think about investments. But advice can help with much more than that, from retirement and pensions to tax planning and passing on wealth.

Having a clear plan can help you make confident decisions at every stage of life. Speak to me to find out more.

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

Approver Quilter Financial Services Limited. August 2026

02/10/2026

Are you confident you understand your pension options for retirement? Retirement planning can involve a range of decisions. This article from MoneyWeek explores pension options and highlights why understanding them can be important when planning ahead. For more information, read this article.

Investing can help your money grow over time but isn't guaranteed.

The latest Feature,/features,,features, breaking news, comment, reviews and features from the experts at MoneyWeek

01/10/2026

Many people build up pensions, savings, and investments in different places over time. Financial advice can help bring everything together, giving you a clearer view of where you are today, where you'd like to get to, and the steps that could help you get there.

Get in touch and find out how I could help you. https://www.quilter.com/jason-marsh

Approver Quilter Financial Services Limited. August 2026

04/09/2026

Lost pension pots contain an average of around £9,500*. Speak to me if you think you need help tracking down part of your pension.

You can get in touch via my adviser profile: https://www.quilter.com/jason-marsh

*How to find old pensions - Which?

Approver Quilter Financial Services Limited. June 2026.

02/09/2026

Is your pension working as hard as you need it to? A review can check if you’re on track.

Reach out to me about your review: https://www.quilter.com/jason-marsh

Approver Quilter Financial Services Limited. June 2026.

03/08/2026

If you’ve come into some extra money, now might be a good time to speak to someone about the possibilities for putting it to work. I can help you put together a financial plan to do just that. Visit my profile to get in touch https://www.quilter.com/jason-marsh

Approver Quilter Financial Services Limited. April 2026.

24/07/2026

If you want a comfortable retirement, it's vital that you make the most of investing into your pension. But while you may be doing that with the work pension you are currently paying into, what about the older pots that you have from previous employers? Have a watch of this episode of the Investing Show which explains how to sort out your old work pensions, how to trace them, work out what’s in them and decide if they could be invested better.

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

Maike Currie joins Simon Lambert to explain how to sort out your old work pensions and decide whether to change your investments or move the pot.