The Tavistock Blog

News and views to help you plan your financial future.

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By Tavistock | August 30, 2023

Five reasons why you should consider life cover

Life cover is an important part of financial planning – it might not be first on your list of priorities and as a result is commonly overlooked. Life insurance pays out a lump sum on your death which can be a lifeline for those you leave behind.

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By Tavistock | July 25, 2023

A Matter of Inheritance

Leaving loved ones some financial security is a priority for many. So-called baby boomers have been fortunate to have benefited from soaring house prices and bumper pensions, which means they can often hand down a large estate to the next generations.

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By Tavistock | July 4, 2023

Five ways to help cut mortgage costs

Mortgages hit the headlines last summer when rates started climbing. Around 1.4 million households are set to renew their home loans this year1 and borrowers across the board will see the cost of monthly repayments rise once they come to remortgage, thanks to the many interest rates from the Bank of England.

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By Tavistock | June 14, 2023

Annuities are back – what’s the deal?

Careful planning for retirement is essential to ensure your pension savings last as long as you need them to.

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By Tavistock | May 24, 2023

The State Pension 2023

The weekly state pension increased by 10.1% in April – the highest ever rise – for the 12.5 million people receiving the retirement benefit.

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By Tavistock | May 15, 2023

UK house price recovery – are we there yet?

Recent Bank of England data suggests that housing market activity remained subdued in the opening months of 2023, with the number of mortgages approved for house purchase in February nearly 40% below the level prevailing a year ago, and around a third lower than pre-pandemic levels.

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By Tavistock | April 20, 2023

Keeping it in the family

Understanding how to pass on wealth in the most tax efficient manner is key to cutting the amount that HM Revenue & Customs (HMRC) can claim when it eventually comes to assessing inheritance tax (IHT).

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By Tavistock | April 19, 2023

Early Bird ISA Investors Catch the Worm

Many ‘eleventh hour’ investors have rushed to complete their ISA applications over the last week or so to beat the end of tax year deadline. But it’s the early birds in the new tax year that can arguably catch the best tax breaks.

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By Steve McGregor | March 29, 2023

Should I stick or twist in a volatile market?

A question we are asked by clients at the moment is whether they should move to cash or stay in for the long run.

“Every revolution was first a thought in one man’s mind.”

Ralph Waldo Emerson

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