Meridian Wealth Management Ltd

29/10/2024

The budget is approaching but is there any reason to panic and take your lump sum? Please read this article.

The tax-free pension lump sum is a key feature of retirement planning for millions of people who are budgeting for their future. If you are aged 55 or over, you are entitled to take up to 25pc of your private pension as a tax-free lump sum up to a maximum of £268,275. However, reports that the Chan...

21/12/2023

We would like to wish you all a very merry Christmas.

22/11/2023

How the national insurance cut affects you

Now the speech has been delivered, what does it mean for your finances in the months ahead?

03/05/2023

Having power of attorney is invaluable. It can be set up at any time, don’t wait until it’s too late.

“Julie’s Reggie’s big love ❤️ She’s also his carer Becoming his “power of attorney” took months. Even then utility companies/ banks/ NHS services didn’t understand - compounding her pain This was our experience too - should the system be simplified? ”

21/03/2023

Many people are worried about their wealth going on care home fees or inheritance tax and not passing to your children. With financial planning both pre retirement and through retirement you can ensure your money goes where you intend it to. Please get in touch if you would like a free no obligation chat.

10/01/2023

Here Which identifies how much you need in your pension pot to retire at age 67. For a comfortable life for a couple the figure is about £204,000, significantly more if you want to retire early.

Work out how much you need to save for retirement, see how much retirees normally spend and watch real people's experiences of managing their money in retirement.

03/11/2022

Not having a Power of Attorney could cost you £000s👇

Despite the importance of a Lasting Power of Attorney, more than 85% of people in the UK still don’t have one.

A Power of Attorney can provide the following benefits:

✅ Maintain control over your personal affairs.
✅ Choose who makes decisions on your behalf.
✅ Protects your financial future

Not having power of attorney makes it very difficult for your family to look after you if you can’t make your own decisions.

Please contact us if you would like to learn more.

04/08/2022

Please call if you are worried about your mortgage rate. We can assist you without obligation.

The Bank of England pushes interest rates up by half a percentage point - the sixth rise since December and the biggest rise since 1995.

29/06/2022

You may have seen the advert from the financial services compensation scheme currently showing. The FSCS steps in when financial companies go bust but only if the company you are dealing with are registered with the FCA.

Always check before you invest at https://register.FCA.org/s/

Our registration number is 600895

28/06/2022

House prices still on the rise according to the Halifax even with interest rate rises.

Property pices are rocketing but many experts are predicting a slowdown in price growth later this year, explains Ben Chapman

22/03/2022

Inheritance tax receipts hit an all time high last year with over £5bn received by the government. With careful planning more money can go to your loved ones rather than the government.

Inheritance tax receipts in the United Kingdom amounted to approximately 5.32 billion British pounds in 2020/21, compared with 5.36 billion pounds in the previous financial year, which was a peak for this provided time period.

16/02/2022

Inflation hit a 30 year high in January of 5.5% and while experts think it is a short term (12-18 month) duration it does put a focus on why money in the bank does not work long term. £1000 in the bank last year is worth £945 this year (plus any interest you may have earnt!)

Rolling coverage of the latest economic and financial news