Latest News & Guides
from First Service Financial
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...
Intergenerational wealth planning: Your options when passing on wealth to the next generation
Ensuring your family is financially secure for the long term is a common goal. If it’s one of your priorities, intergenerational wealth planning...
Investment market update: June 2023
Inflation continues to be a challenge for economies around the world, but figures released in June suggest the pressure is starting to ease. Read on...
5 excellent reasons families use trusts
Trusts can be an incredibly useful way to pass on wealth and preserve assets. Yet, there’s a common myth that they’re only valuable for very wealthy...