Latest News & Guides
from First Service Financial
Half of adults reconsidering their retirement plans ahead of 2027 Inheritance Tax changes
An incoming change to the way pensions will be taxed when they’re inherited might mean you’re rethinking how you use your pension. Before you dive...
4 reasons to remain calm amid market volatility and uncertainty
Geopolitical tensions have led to a bumpy start to 2025 for investors. If you’re worried about volatility and what it might mean for your long-term...
5 strategies that could help you avoid running out of money in retirement
Worrying about your finances in retirement could dampen your excitement as you start the next chapter of your life. As you’ll often be responsible...
Investment market update: March 2025
Trade wars and fears that tariffs could spark recessions meant investment market volatility continued in March 2025 and the start of April 2025....
Your Spring Statement update – the key news from the chancellor’s speech
After Rachel Reeves’ impactful first Budget in autumn 2024, you might have been concerned about the announcements that would be included in her...
The home movers guide to mortgages
Whether you’re just exploring your options or already have a property earmarked for your next move, there are some important things to consider when...
Guide: 5 key financial planning steps to consider during a divorce
Going through a divorce can be incredibly emotionally challenging, but it may also represent the beginning of a new phase of your life. When...
How to pass on assets to vulnerable family members
When creating an estate plan, there might be people you want to pass wealth to but they’re not in a position to manage their finances. Using a trust...
The compelling benefits of building a tailored financial plan
While you might have similar goals or circumstances to other people, a financial plan isn’t a one-size-fits-all solution. Instead, a tailored...
3 insightful property market predictions for 2025
Key changes, like interest rates falling and Stamp Duty thresholds changing, are likely to affect the property market in 2025. Whether you’re...
Research: Financial stability could be the key to retirement happiness
While the saying might be “money can’t buy happiness”, research suggests that financial stability certainly plays a role in your overall wellbeing....
5 useful allowances and exemptions that will reset at the end of the tax year
Using allowances and exemptions could reduce your overall tax bill and help you get more out of your money. On 5 April 2025, the current tax year...