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.

If you’re thinking about what you’ll leave behind for your loved ones, now’s a good time to review your estate plan and ...
03/09/2026

If you’re thinking about what you’ll leave behind for your loved ones, now’s a good time to review your estate plan and make sure your wishes are clear. Many of us spend a lifetime building up wealth in the hope we can eventually leave it to our children and grandchildren. But despite the best intentions, some of the assets you leave can turn out to be more of a burden than a blessing. In this article The Telegraph explains the five worst assets to leave to your children and why.

A well-intentioned inheritance can quickly become a financial burden

A recent survey by Standard Life found that common misunderstandings about pension rules can lead to financially devasta...
27/08/2026

A recent survey by Standard Life found that common misunderstandings about pension rules can lead to financially devastating pension scams. Learn more about how to spot pension scam red flags in this article from Which?

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

When crooks can create a sophisticated website in minutes, you'll need to look deeper to spot their scams

From April 2027 unused pensions will be subject to inheritance tax, learn more about it in this article from MoneyWeek. ...
26/08/2026

From April 2027 unused pensions will be subject to inheritance tax, learn more about it in this article from MoneyWeek.

Adam Cole, retirement specialist at Quilter, said: “The prospect of some families facing an effective tax rate of over 90% on inherited pension wealth highlights just how significant the inheritance tax changes coming in from April 2027 will be."

Unused pensions will fall under the scope of inheritance tax from April 2027 – and it could see some families left with sizeable tax bills

Blended families can bring complications, whether around presents or planning holidays. But what happens when the stakes...
09/07/2026

Blended families can bring complications, whether around presents or planning holidays. But what happens when the stakes are higher? If you’re widowed or divorced and have found love again, the last thing you might want is to start thinking about the end. Yet imminent inheritance tax (IHT) rule changes coming in April 2027 mean more families may need to do exactly that. Have a read of this eye-opening article from Money Week to learn how to protect your assets and loved ones.

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

With pensions set to attract inheritance tax (IHT) from April, some families will need to plan carefully to avoid unintended disinheritance

The HMRC Personal Allowance is one of the most hotly debated topics in personal finance. In short, it's the amount of in...
07/07/2026

The HMRC Personal Allowance is one of the most hotly debated topics in personal finance. In short, it's the amount of income you can earn each financial year before you start having to pay tax. Have a read of this informative article from The Herald to learn about the HMRC Personal Allowance, how much it is and whether it will increase.

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

The HMRC Personal Allowance is one of the most hotly debated topics in personal finance. In short, it's the amount of income you can earn each…

Trying to lower your tax bill but not sure where to start? You’re not alone - many people miss simple steps that could m...
02/07/2026

Trying to lower your tax bill but not sure where to start? You’re not alone - many people miss simple steps that could make a real difference. From understanding allowances to making the most of tax-efficient savings, knowing what to avoid is just as important as knowing what to do. For more information, read this article from Which?

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

HMRC's income-tax revenue has risen 53% since thresholds were frozen in 2021

Next year, both Cash ISAs and Stocks and Shares ISAs are undergoing changes. Figures reveal that people are rushing to o...
02/07/2026

Next year, both Cash ISAs and Stocks and Shares ISAs are undergoing changes. Figures reveal that people are rushing to open new Cash ISAs and deposit as much money as possible into them, likely because they are aware that the tax rules will be shifting. In last year's budget, the Chancellor revealed people under 65 would only be able to deposit £12,000 a year into Cash ISAs and it has been confirmed that interest paid on uninvested funds in Stocks and Shares ISAs will be taxed at 22%, with both changes due to be introduced in the 2027/28 tax year. Have a read of this informative article from The Mirror for the details.

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

Both Cash ISAs and Stocks and Shares ISAs are undergoing changes next year

Grandparents that look after their grandchildren could be eligible for credits that could boost their state pension. Jon...
26/06/2026

Grandparents that look after their grandchildren could be eligible for credits that could boost their state pension.

Jon Greer, head of retirement policy at Quilter, said: “For many people, securing the full state pension is a key foundation of later life income, and these credits can offer grandparents a relatively simple way to strengthen their entitlement while helping family with childcare."

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

The credits are designed to help people below state pension age build up their state pension rights

The Treasury has announced Isa reforms in regards to tax on savings in cash, and a new first-time buyer account to repla...
25/06/2026

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’

Looking to stay on top of your finances? 2026 has already been an expensive year for everyone in the UK, with price rise...
19/06/2026

Looking to stay on top of your finances? 2026 has already been an expensive year for everyone in the UK, with price rises virtually across the board. April in particular brought synchronised hikes with Council Tax bills going up alongside other bills like water and broadband. And there will be more shocks to come in July, with major changes to the money landscape. Here is what you need to know. Mirror Money highlights five major changes you need to know about.

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

Bills will go up, rules will make shopping tougher, people using a disability scheme face new restrictions

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