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Compass Financial Planning

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Compass Financial Planning

At Compass, we help people and businesses meet their needs and goals through professional, meaningful and clear financial planning.

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

25/08/2026

Don’t let myths steer your retirement choices. There are misconceptions about tax, timing and flexibility when withdrawing a pension lump sum. More than 61% of UK retirees who rushed to pull tax-free cash from their pensions ahead of last year’s Budget now regret it. In this article from Which?, learn more about the common misconceptions and your options if you've already taken money from your pension pot. Jon Greer, head of retirement policy at Quilter, shares his comments.

It's not just pre-Budget panic that can cause retirement savers to incur costly tax bills

24/08/2026

Calculations from Quilter estimate you would need an overall pension pot of £691,000 to meet a comfortable standard of living in retirement. This is on top of your state pension. Find out how much your would need for a moderate or minimum standard of living in this article from MoneyWeek.

Investing can help your money grow over time but isn’t guaranteed.

The cost of the state pension is growing and there’s fears it may not be as generous in the future. How can you boost your retirement pot now?

17/07/2026

With state pensions potentially rising faster than expected, now’s a good time to review whether your retirement plan still stacks up. Millions of older workers could face a longer wait until they retire amid reports that changes to the state pension age could be brought forward. In this article from Money Week, Adam Cole, retirement specialist at Quilter shares his comments.

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

The Office for Budget Responsibility suggests the state pension age may increase faster than expected. Here is what you need to know.

14/07/2026

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

02/07/2026

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

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

26/06/2026

Could a new ISA help you get on the property ladder sooner? A new First Time Buyer ISA is being proposed to make saving for your first home simpler and more flexible. For more information, read this article from MoneyWeek.

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

The government has revealed plans for its new Lifetime ISA-style product aimed solely at first-time buyers.

25/06/2026

The Treasury has announced Isa reforms in regards to tax on savings in cash, and a new first-time buyer account to replace the Lifetime Isa. Rachael Griffin, tax and financial planning expert at Quilter, said the proposed first-time buyer Isa “marks a clear step towards creating a savings product that better reflects the realities facing aspiring homeowners, but there are issues still to be ironed out”.

Learn more in this article.

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

Treasury also promises a new first-time buyer Isa with no upper age limit, as the ‘age at which a first home is bought is rising’

22/06/2026

Ever wondered why buying a home takes so long? Proposed changes could cut weeks off the process and help stop deals from falling through at the last minute. That could mean a smoother journey for everyone involved. For more information, read this article from the Independent.

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

The reforms could also reduce unexpected and costly surprises which can lead to sales collapsing, helping people to keep more money in their pockets

Address

1 Basepoint Business Centre, Waterberry Drive
Waterlooville
PO77TH

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+441243850975

Website

http://www.financialcompass.co.uk/

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