Claire at Blueprint

Claire at Blueprint Claire Sweet is an award-winning Financial Adviser specialising in helping you understand your money

A local Financial Adviser offering a range of Financial Services. Helping you prepare for retirement, buy your home, protect your home and your family.

New analysis shows home buyer activity has begun to pick up again following a summer lull, despite higher mortgage rates...
03/09/2026

New analysis shows home buyer activity has begun to pick up again following a summer lull, despite higher mortgage rates continuing to squeeze affordability. The number of people searching for homes to buy increased by 7% in the four weeks to August 16, compared with last year. Have a read of this informative article from The Standard for more insights.

The number of people searching for homes to buy increased by 7% in the four weeks to August 16, compared with last year, Zoopla found

From April 2027 unused pensions will be subject to inheritance tax, learn more about it in this article from MoneyWeek. ...
02/09/2026

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

Setting out a clear plan in advance with the help of financial and legal experts is key to ensuring property and assets ...
01/09/2026

Setting out a clear plan in advance with the help of financial and legal experts is key to ensuring property and assets are distributed as intended after a person dies - read more in this article from Sky News.

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

In our latest Money Problem, we help a reader who's unsure about a future inheritance situation.

Current university students and graduates share their biggest financial shocks and the advice they would give to someone...
31/08/2026

Current university students and graduates share their biggest financial shocks and the advice they would give to someone waiting to start their studies in September.

From bank accounts to rent and food, students and recent graduates offer advice to those beginning to study

Experts name the financial focus you should have for each decade of your life. Priorities and goals can change drastical...
27/08/2026

Experts name the financial focus you should have for each decade of your life. Priorities and goals can change drastically between your 20s and 50s - so what should you be changing to reflect that? Read the full article.

Priorities and goals can change drastically between your 20s and 50s - so what should you be changing to reflect that?

How much stamp duty could homebuyers pay depending on where they live? This article from MoneyWeek looks at average stam...
26/08/2026

How much stamp duty could homebuyers pay depending on where they live? This article from MoneyWeek looks at average stamp duty costs across different regions of England and highlights how property prices can affect the amount buyers pay. Read this article for more information.

Most people buying their next home will have to pay stamp duty. But how much you need to fork out varies, and where you are in the country can have an impact.

Could pension inheritance tax changes affect family planning? New rules expected from April 2027 mean most unused pensio...
25/08/2026

Could pension inheritance tax changes affect family planning? New rules expected from April 2027 mean most unused pension funds could be included in an estate for inheritance tax purposes. For more information.

Over-55s are taking their pensions at record rates to avoid loved ones potentially inheriting a 40% tax bill. Here are a few things to consider before you do.

The “4% rule” has been a retirement benchmark for decades but is it still right for everyone? How much you can safely wi...
24/08/2026

The “4% rule” has been a retirement benchmark for decades but is it still right for everyone? How much you can safely withdraw from your pension is one of the biggest questions in personal finance. The 4% rule has allowed people to safely withdraw from their pension pot each year. But is this figure still accurate in 2026, and will it provide the income you need? This interesting article from The Independent investigates.

How much money can you safely withdraw from your retirement savings and still make it last for decades?

There are a lot of things to take into consideration for someone thinking about gifting their property including inherit...
21/08/2026

There are a lot of things to take into consideration for someone thinking about gifting their property including inheritance tax rules.
Tax and financial planning expert at Quilter, Shaun Moore, explains: “If you gift a property but still benefit from living there, HMRC will treat it as a 'gift with reservation of benefit'. This means the property would still be counted as part of your estate for inheritance tax purposes.”

Learn more about this and other areas to consider in this article from MoneyWeek.

Grandparents keen to help grandchildren onto the property ladder may consider gifting their own home before death. Here are inheritance tax rules to consider.

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