Latest News & Guides
from First Service Financial
The 3 essential pension decisions you should review to avoid becoming a “triple defaulter”
Pension savers dubbed “triple defaulters” could be overlooking small changes to their pension that may make their long-term finances more secure....
Investment market update: December 2023
Many markets rallied during December based on the expectation that interest rates will start to fall in 2024. Read on to discover what else may have...
Guide: 7 allowances you might want to use before the end of the 2023/24 tax year
When a new tax year starts, many allowances reset. So, checking if you could make use of allowances before Friday 5 April 2024, when the 2023/24 tax...
Guide: 10 incredible destinations to add to your bucket list
Seeing more of the world makes up many people’s bucket lists. Whether you want to be left in awe of natural sights, immerse yourself in a different...
Everything you need to know about the 2023 Autumn Statement
On 22 November 2023, chancellor Jeremy Hunt delivered the Autumn Statement against a backdrop of a cost of living crisis and a looming general...
Guide: 7 useful questions if you plan to take a flexible income from your pension
When you start to access your pension, how will you take an income? One of your options may be to withdraw a flexible income that suits your needs...
Autumn reading: Discover this year’s Booker Prize shortlist
As the nights start drawing in, it’s the perfect time to refresh your bookshelf with some of the biggest publications of the year. The 2023 Booker...
How to access wealth that’s locked away in your home
Are you considering how to access the wealth that’s locked away in your home? There’s more than one way you could release property wealth later in...
3 essential factors to consider if you plan to gift wealth to avoid Inheritance Tax
Figures suggest more families are gifting to avoid Inheritance Tax (IHT). While passing on assets to loved ones may seem like a clear solution, it...
Why a “Frankenstein” approach to financial planning isn’t frightful
205 years after it was published, the novel Frankenstein has inspired countless horror books, films, and more. The approach the scientist takes in...
HMRC collects a record amount in Capital Gains Tax. Here’s how you could manage your liability
The latest release from HMRC shows it collected a record £16.7 billion in 2021/22 through Capital Gains Tax (CGT) – a 15% increase on the previous...
Investment market update: September 2023
Economies around the world continue to struggle with high inflation and weakening demand affecting GDP. Read on to discover some of the factors that...