Pensionlite - PL Wealth - PL Mortgages

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Pensionlite - PL Wealth - PL Mortgages Full-service Chartered Financial Planners working for clients across the UK. Approver Quilter Financial Services Ltd.

November 2025

Privacy Policy: https://www.quilter.com/important-information/privacy-notices/appointed-representative-privacy-notice/ No up-front fees, no-obligation pension review and recommendations by post, email, telephone and video call.

How does the seven-year rule work when it comes to inheritance tax? This article takes a closer look at what it means an...
16/10/2026

How does the seven-year rule work when it comes to inheritance tax? This article takes a closer look at what it means and how taper relief work for gifts made three to seven years before death.

Gifts made less than seven years before death may be liable for inheritance tax under the seven-year rule – but how the rule is applied is less well known

“I don’t need protection if I’m young and healthy.” Reality: circumstances can change fast. This article explores the fa...
15/10/2026

“I don’t need protection if I’m young and healthy.” Reality: circumstances can change fast. This article explores the facts behind the top protection misconceptions and how the right policy can financially protect you and your family from the potentially devastating impact of a serious accident, illness, or death.

You’ve probably bought insurance to cover your home, holidays, car, pet, or even your mobile phone. Yet many of us fail to financially protect ourselves and our families from the potentially devastating impact of a serious accident, illness, or death. While thinking about getting ill or dying may ...

Former pensions minister, Sir Steve Webb, has proposed a new prepay social care scheme that would see people aged 40 and...
14/10/2026

Former pensions minister, Sir Steve Webb, has proposed a new prepay social care scheme that would see people aged 40 and over, including pensioners, paying towards their social care before they actually need it.

The suggested model is designed to tackle one of the biggest financial fears facing older people: the risk of having to use their life savings and assets to pay for care.

Read more about the proposal in this article by The Herald.

Former pensions minister Sir Steve Webb says a pension-style social care scheme could help people protect their savings from care costs.

HMRC has clarified some of the rules regarding taking lump sums from pensions savings. Read this article to learn more.
08/10/2026

HMRC has clarified some of the rules regarding taking lump sums from pensions savings. Read this article to learn more.

The group explained how your pension lump sums are taxed

Research has found that nearly 40% of adults would consider using property wealth to boost retirement income. Explore th...
06/10/2026

Research has found that nearly 40% of adults would consider using property wealth to boost retirement income. Explore the pros and cons of this option and the alternatives to think about in this article from Money Week.

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

Equity release is one way of funding later life if you’re facing a retirement shortfall – but there are alternatives which could work better

John Healey is soon to be announcing his Budget this month and investors are nervously waiting to find out what the autu...
06/10/2026

John Healey is soon to be announcing his Budget this month and investors are nervously waiting to find out what the autumn Budget has in store for them. First and foremost, nothing is set in stone and it is important not to act on speculation. Here Investor's Chronical looks at practical steps you can take to protect your assets as the chancellor eyes tax rises – and maybe a tax cut.

Practical steps you can take to protect your assets as the chancellor eyes tax rises – and maybe a tax cut

If you’re thinking about what you’ll leave behind for your loved ones, now’s a good time to review your estate plan and ...
03/09/2026

If you’re thinking about what you’ll leave behind for your loved ones, now’s a good time to review your estate plan and make sure your wishes are clear. Many of us spend a lifetime building up wealth in the hope we can eventually leave it to our children and grandchildren. But despite the best intentions, some of the assets you leave can turn out to be more of a burden than a blessing. In this article The Telegraph explains the five worst assets to leave to your children and why.

A well-intentioned inheritance can quickly become a financial burden

A recent survey by Standard Life found that common misunderstandings about pension rules can lead to financially devasta...
27/08/2026

A recent survey by Standard Life found that common misunderstandings about pension rules can lead to financially devastating pension scams. Learn more about how to spot pension scam red flags in this article from Which?

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

When crooks can create a sophisticated website in minutes, you'll need to look deeper to spot their scams

From April 2027 unused pensions will be subject to inheritance tax, learn more about it in this article from MoneyWeek. ...
26/08/2026

From April 2027 unused pensions will be subject to inheritance tax, learn more about it in this article from MoneyWeek.

Adam Cole, retirement specialist at Quilter, said: “The prospect of some families facing an effective tax rate of over 90% on inherited pension wealth highlights just how significant the inheritance tax changes coming in from April 2027 will be."

Unused pensions will fall under the scope of inheritance tax from April 2027 – and it could see some families left with sizeable tax bills

Blended families can bring complications, whether around presents or planning holidays. But what happens when the stakes...
09/07/2026

Blended families can bring complications, whether around presents or planning holidays. But what happens when the stakes are higher? If you’re widowed or divorced and have found love again, the last thing you might want is to start thinking about the end. Yet imminent inheritance tax (IHT) rule changes coming in April 2027 mean more families may need to do exactly that. Have a read of this eye-opening article from Money Week to learn how to protect your assets and loved ones.

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

With pensions set to attract inheritance tax (IHT) from April, some families will need to plan carefully to avoid unintended disinheritance

Address

Denby House, Stafford Court
Telford
TF33BD

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+441952279379

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