
Summer pension round-up – managing your wealth
Nearly half of over-50s are worried about running out of money in retirement Many retirees withdraw pension lump sums impulsively, without understanding tax or long-term
Nearly half of over-50s are worried about running out of money in retirement Many retirees withdraw pension lump sums impulsively, without understanding tax or long-term
Average asking prices hit record highs, but growth is slowing, as analysts suggest we’re in a buyers market Moving costs have risen sharply across the
Summer is the ideal time to review financial goals and investment strategies Utilising tax allowances now can protect your wealth from future policy changes Long-term
The UK economy grew modestly in Q2, recovering slightly after April’s sharp GDP contraction of 0.3% The Bank of England held interest rates at 4.25%
The UK property market experienced a boost in 2024, with nearly 50% of homes listed receiving offers or selling Cities like Sunderland, Leicester, and Liverpool
The disparities in wealth accumulation between the generations are striking Today, younger generations hold just 4% of total UK wealth Almost half of UK adults
May 2025 saw the busiest agreed home sales since 2022, led by post-Stamp Duty change recovery Prime Central London prices fall 2.2% annually as tax
City of London investment triples year-on-year, led by State Street’s £382m office acquisition The retail sector rebounded strongly in April, but inflation and falling confidence
82% of advised investors believe they get good value from financial advice, up 10% from last year 96% of advised clients value their adviser’s accessibility,
Older borrowers are increasingly taking out ultra-long mortgages, with a 156% rise in the last five years Half of UK homes saw price increases in
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A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
© Copyright 2024 Home & Finance. All rights reserved. Website by TOMD.
© Copyright 2024 Home & Finance. All rights reserved.
Website by TOMD.
Home & Finance is registered in England and Wales.Registered office, 14 New Market St, Ulverston, Cumbria, LA12 7LN.
Authorised and regulated by the Financial Conduct Authority. Home & Finance General Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 300760 for General Insurance Products.
Authorised and regulated by the Financial Conduct Authority. Home & Finance IFA Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 135250 for Investment & Mortgage business.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
© Copyright 2024 Home & Finance. All rights reserved. Website by TOMD.