May Market Insights: Global Markets Rise Amid Economic Shifts
Global Equities climbed in May after a drop in US inflation and signs of a slowing economy. These factors raised hopes that the US Federal Reserve (Fed) might lower borrowing…
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Posts by Claire Thomas
Probate Preservation Plus Trusts – what are they and do you need one?
What is a PPPT? The purpose of a PPPT is to protect assets, such a property, being used in ways that go against your wishes (for example, paying creditors or…
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5 reasons to release equity from your home with B Mortgage Services
Equity release is a way for those aged 55 and over to take out a loan against the value of their home. The most common type of equity release is…
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Equity Release – B Mortgage Services’ latest advice offering
Our advice service is expanding and we are proud to now offer equity release to our B Mortgage Services clients. Equity release could be a great way to unlock cash…
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The fundamentals of Estate Planning – do you know the basics?
You may think that Estate Plans do not need to be in place until you are near retirement age. This is not only untrue but could be very detrimental to…
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Spring Budget 2024: Tax Cuts, Investment Boost, and Cost-of-Living Support
Chancellor Jeremy Hunt has delivered the Spring Budget 2024 in the House of Commons today. The Chancellor delivered lower taxes, more investment and better public services in a ‘Budget for…
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Capital Gains Tax exemption set to halve – are you prepared?
It was announced in the Autumn Budget of 2022 that the Capital Gains Tax (CGT) Annual Exemption Amount (AEA) would reduce from £6,000 to £3,000 come the start of the…
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Estate planning in your 50s – have you started?
Bereavement is sadly a part of life but being prepared financially and legally can help to ease the process when going through such a difficult time. However, data released suggests…
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A rise in housing market activity suggests a positive start to 2024
While January can feel like a long (and sometimes bleak!) month after the festivity of December, the housing market, by comparison, is enjoying a bit of a boost according to…
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Make the most of inheritance reliefs ahead of the next tax year
While estate planning may not be top of your priority list, the end of the year can be as good a time as any to consider where you are financially…
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