Pensionlite - PL Wealth - PL Mortgages

Pensionlite - PL Wealth - PL Mortgages Full-service Chartered Financial Planners working for clients across the UK. Approver Quilter Financial Services Ltd.

November 2025

Privacy Policy: https://www.quilter.com/important-information/privacy-notices/appointed-representative-privacy-notice/ No up-front fees, no-obligation pension review and recommendations by post, email, telephone and video call.

Looking for a smart way to maximize your ISA savings? This trick may be just what you need. A flexible ISA allows savers...
09/06/2026

Looking for a smart way to maximize your ISA savings? This trick may be just what you need. A flexible ISA allows savers to withdraw money and replace it later in the same tax year without it counting towards their annual ISA allowance again. It's a feature that could prove particularly useful as households continue to juggle rising bills, unexpected expenses and the need to keep emergency savings close at hand. Have a read of this article from The Mirror to learn about the benefits of the flexi-ISA.

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

Millions of Brits are careful not to exceed their annual ISA allowance – but many don't realise there is a way to get access to their savings

Are you a saver concerned about your ISA? ISAs are facing a major reform, with the annual cash ISA limit for under-65s b...
04/06/2026

Are you a saver concerned about your ISA? ISAs are facing a major reform, with the annual cash ISA limit for under-65s being slashed from £20,000 to £12,000 April 2027. It's been reported that Rachel Reeves is set to introduce a new charge on interest earned from cash held in stocks and shares ISAs. Have a read of this article from the Mirror for the details we know so far.

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

ISAs are facing a major reform, with the annual cash ISA limit for under-65s being slashed from £20,000 to £12,000

The Department for Work and Pensions estimates that 760,000 pensioners who qualify for Pension Credit on top of your Sta...
03/06/2026

The Department for Work and Pensions estimates that 760,000 pensioners who qualify for Pension Credit on top of your State Pension are not claiming it. Find out who is eligible in this article.

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

Here's how to check if you qualify for the additional support

The normal minimum pension age is due to change on 6th April 2028, going from 55 to 57. This could leave people born in ...
02/06/2026

The normal minimum pension age is due to change on 6th April 2028, going from 55 to 57. This could leave people born in between 1971 and 1973 needing to wait longer than planned to take out part of their pension. Find out more on who exactly is impacted and how in this article.

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

The age at which those with a private pension can begin to access their defined contribution pension is to rise from 55 to 57

HMRC have issued a reminder of things those that receive their state pension whilst still working should be aware of in ...
29/05/2026

HMRC have issued a reminder of things those that receive their state pension whilst still working should be aware of in relation to Income Tax and National Insurance. Find out more in this article.

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

Retirees can continue working after reaching State Pension age - but there are factors to consider

Could interest rates go back up again after the Bank of England has held interest rates at 3.75% three times in a row? T...
28/05/2026

Could interest rates go back up again after the Bank of England has held interest rates at 3.75% three times in a row? This article takes a closer look.

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

The interest rate set by the Bank of England affects mortgage, loan and savings rates for millions.

Wondering how the new rules on inheritance tax for pensions will work in practice? HMRC has provided new details on how ...
27/05/2026

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.

Are you clear on how your state pension works? Research shows there’s still confusion around eligibility and payments, w...
21/05/2026

Are you clear on how your state pension works? Research shows there’s still confusion around eligibility and payments, which could impact how much you receive in retirement. For more information, read this article from Mirror.

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

You may want to reassess your retirement plans

Due to inheritance tax rules changing when it comes to pensions next year a warning about an increase in scams has been ...
20/05/2026

Due to inheritance tax rules changing when it comes to pensions next year a warning about an increase in scams has been made. Find out four things to look out for in this article.

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

There are concerns that confusion about the new rules may leave savers vulnerable

Planning your estate? The average inheritance tax bill is expected to increase by £34,000 next April. The HMRC charge is...
19/05/2026

Planning your estate? The average inheritance tax bill is expected to increase by £34,000 next April. The HMRC charge is 40% on your estate's value, but giving away some of this value in specific ways before your death could exempt it from the charge. Have a read of this informative article from The Daily Star for ways to reduce your inheritance tax bill and stay informed about the latest inheritance tax updates that could impact your financial future.

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

The average inheritance tax bill can run to tens of thousands

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