Jason Marsh

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.
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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…

02/07/2026

Many people don’t realise that frozen inheritance tax allowances mean more estates are being drawn into the tax net each year. A short conversation today could help protect more of what you leave behind for the people who matter most.

Contact us now and we can explain how we can help.

01/07/2026

If you've been searching for a lost pension, you're not alone. It’s estimated that there are 3.3 million lost pension pots in the UK, worth a combined total of £31.1 billion. Learn about a new innovative tool that can assist you in locating your missing retirement savings. Find out more by reading this article from The Mirror.

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

It’s estimated that there are 3.3 million lost pension pots in the UK, worth a combined total of £31.1 billion

30/06/2026

Could changes to inheritance tax leave your loved ones paying more? From April 2027, unused pension savings may be counted as part of your estate - something that hasn’t applied in most cases before. This could push some estates over the tax-free allowance and lead to higher bills for families. Read this article from Which? for more information.

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

Some groups will face higher bills than others from April 2027

29/06/2026

Plan your finances ahead so you can enjoy this summer and many more too. I can help you with a picture of your individual cashflow so you can balance your spending and saving priorities. Let’s chat about it: https://www.quilter.com/jason-marsh

29/06/2026

Could a two-year delay impact your retirement plans? From 2028, most people will need to wait until 57 to access their pension savings, this could mean rethinking when and how you plan to retire. For more information, read this article from Which?

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

From April 2028, the age at which you can access your private pension will rise to 57