Jason Marsh

02/09/2026

Is your pension working as hard as you need it to? A review can check if you’re on track.

Reach out to me about your review: https://www.quilter.com/jason-marsh

Approver Quilter Financial Services Limited. June 2026.

03/08/2026

If you’ve come into some extra money, now might be a good time to speak to someone about the possibilities for putting it to work. I can help you put together a financial plan to do just that. Visit my profile to get in touch https://www.quilter.com/jason-marsh

Approver Quilter Financial Services Limited. April 2026.

24/07/2026

If you want a comfortable retirement, it's vital that you make the most of investing into your pension. But while you may be doing that with the work pension you are currently paying into, what about the older pots that you have from previous employers? Have a watch of this episode of the Investing Show which explains how to sort out your old work pensions, how to trace them, work out what’s in them and decide if they could be invested better.

Quilter is not responsible for the accuracy of this article's information.

Maike Currie joins Simon Lambert to explain how to sort out your old work pensions and decide whether to change your investments or move the pot.

23/07/2026

The Department for Work and Pensions has laid out its workplace pensions roadmap for the next three years. Find out what is on the horizon for retirement savings in this article from MoneyWeek.

Quilter is not responsible for the accuracy of this article's information.

A series of changes in the workplace pension landscape could improve visibility, control and potential returns for savers

22/07/2026

Could your retirement income be more taxable than you think? New figures show that more than 10 million people over 65 are expected to pay income tax, highlighting the importance of understanding your financial position in retirement. Knowing what counts as taxable income can help you plan with confidence. For more information, read this article from MoneyWeek.

Quilter is not responsible for the accuracy of this article's information.

Why thousands more pensioners face higher tax bills as pension income rises. Could you be one of them?

21/07/2026

If you’ve been thinking about what happens to your money and property when you’re gone, you’re not alone. A simple conversation could help you understand your options.

Get in touch to see how we can help. https://www.quilter.com/jason-marsh

13/07/2026

Want to understand the rules around gifting better, and when it might be impacted by inheritance tax? This article could be a good start for an overview into the topic.
Read more - subscription may be needed.

Quilter is not responsible for the accuracy of this article's information.

More parents are helping their adult children stabilise their financial futures

13/07/2026

Have you ever wondered how much your family would actually receive from your estate? Small steps today could make a big difference.

Send a message and we can explain how we can help. https://www.quilter.com/jason-marsh

04/07/2026

Thinking about your pension options? Thousands of retirees who rushed to withdraw tax-free cash from their pensions ahead of last year’s Budget now regret doing so, according to wealth managers, including Quilter. There were concerns prior to Reeves’ Budget that the 25% tax-free lump sum could be reduced or capped. Many providers saw a surge in people taking out their cash, although, no changes were announced. In this article from i News, Jon Greer, head of retirement policy at Quilter shares his comments. Learn from others' experiences and avoid potential regrets by understanding the implications of withdrawing tax-free pension cash. Check out this informative read.

Quilter is not responsible for the accuracy of this article's information.

Prior to the Budget, a number of people took money from their retirement pot, worried about what could happen if the rules changed. But now they regret it

03/07/2026

The HMRC Personal Allowance is one of the most hotly debated topics in personal finance. In short, it's the amount of income you can earn each financial year before you start having to pay tax. Have a read of this informative article from The Herald to learn about the HMRC Personal Allowance, how much it is and whether it will increase.

Quilter is not responsible for the accuracy of this article's information.

The HMRC Personal Allowance is one of the most hotly debated topics in personal finance. In short, it's the amount of income you can earn each…