Easy Financial Services

28/11/2024

A novel way to reduce the IHT, I'm not sure many would agree !

Ask an expert: Telegraph Money responds to a reader’s novel idea to avoid inheritance tax

25/11/2024

Savers are being let down by their pension funds after research shows almost 90 per cent have underperformed against standard benchmarks.

13/11/2024

https://www.which.co.uk/news/article/5-tips-on-managing-your-pension-after-the-autumn-budget-auoEa9Z6favr?utm_source=bambu&utm_medium=social&utm_campaign=advocacy

Pensions will become subject to inheritance tax from 2027

23/09/2024

🥳 𝐖𝐄’𝐑𝐄 𝐍𝐎𝐖 𝐎𝐏𝐄𝐍 𝐒𝐔𝐍𝐃𝐀𝐘𝐒 🥳

Yep, you’ve heard right! We’re now open every Sunday from 10AM - 4PM.

Spoiling your furry best friend just got easier 🐾

14/08/2024

I totally agree with the following article.

Advisers must stop bickering about whether independent is better than restricted and show a united front to promote the profession to younger entrants, according to M&G Wealth’s Tom Hegarty.

23/07/2024

https://www.ftadviser.com/pensions/2024/07/23/extra-1-2mn-people-not-on-track-for-minimum-retirement-as-savings-gap-widens/?xnpe_tifc=hfh_bdbp4kQLbfxdxDY749psafeWaeiWhFWdRf8.hoBsbM48huscbf8.Rfe3VdUZEus.hMxcbdScEfASxIbdbf4NhIxJxuoX4.nXbnTT&utm_source=exponea&utm_campaign=FTA%20-%20Morning%20Bulletin%20-%20Newsletter%20-%2023.07.24&utm_medium=email

An extra 1.2mn people are not on track for even a minimum retirement lifestyle as the UK pension savings gap widens. 

17/07/2024

https://www.thisismoney.co.uk/money/bills/article-13638759/Half-MILLION-caught-60-tax-trap-earning-100-000.html

More people than ever are being stung by the 60 per cent tax trap , which affects those earning between £100,000 and £125,150 a year.

17/07/2024

https://inews.co.uk/inews-lifestyle/money/inflation-stays-target-what-means-money-3173189?ITO=newsnow

Inflation has remained at the Bank of England target level for the second consecutive month

26/06/2024

https://inews.co.uk/inews-lifestyle/money/pensions-and-retirement/how-much-state-pension-2030-triple-lock-3125043?ITO=newsnow

How much the state pension increases by depends on inflation and other data, but here's how it could look in six years' time

12/06/2024

https://www.bbc.co.uk/news/business-13200758

How the health of the economy is measured, and why the GDP calculation matters.

21/05/2024

Summer holidays – is this what retirement will be like? Looks unlikely for many as more of us consider some sort of work as we phase into retirement. A successful retirement is not based on money alone. https://easyfinancialservices.co.uk/

Approver Quilter Wealth Limited, Quilter Financial Limited, Quilter Financial Services Limited & Quilter Mortgage Planning Limited. April 2024.

Full range of financial services Easy Financial Services offer a full range of financial services, from mortgages to pensions, Vince Bartley has more than 20 years' experience in financial services and is able to help clients with: