Compass Financial Planning

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

Could a two-year delay impact your retirement plans? From 2028, most people will need to wait until 57 to access their p...
18/06/2026

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

Are you prepared for the new details on inheritance tax changes for pensions released by HMRC? The government announced ...
11/06/2026

Are you prepared for the new details on inheritance tax changes for pensions released by HMRC? The government announced that from 6 April 2027, most unused pension funds and pension death benefits will be brought within the value of the estate of someone who has died for inheritance tax purposes. Learn more about how this may impact you by reading this article from Sky News.

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

The government announced that from 6 April 2027, most unused pension funds and pension death benefits will be brought within the value of the estate of someone who has died for inheritance tax purposes.

Are you prepared for retirement? This article asks five questions to see if you are on the right track, including if you...
03/06/2026

Are you prepared for retirement? This article asks five questions to see if you are on the right track, including if you will be able to afford the lifestyle you aspire to. Megan Rimmer, Chartered financial planner at Quilter Cheviot Financial Planning, said to categorise expenditure into three headings: basic, discretionary and holidays.

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

The Pensions Commission recently shone a light on many groups of people that are vastly underprepared for retirement – are you one of them?

It is not an easy time to buy a property, especially for those looking to purchase their first home and as a result, few...
01/06/2026

It is not an easy time to buy a property, especially for those looking to purchase their first home and as a result, fewer would-be first-time buyers can set foot on the housing ladder without help from the ‘Bank of Mum and Dad’. At the same time, inheritance tax (IHT) pressures are growing. Therefore, contributing towards a deposit could increasingly serve the dual purpose of helping your children in the present while easing your beneficiaries’ future tax burden. In this article from Investors' Chronical, Ian Cook, a financial planner at Quilter shares his comments.

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

Would-be homeowners are relying more on the Bank of Mum and Dad. Here’s how parents can help out

Could interest rates go back up again after the Bank of England has held interest rates at 3.75% three times in a row? T...
21/05/2026

Could interest rates go back up again after the Bank of England has held interest rates at 3.75% three times in a row? This article takes a closer look.

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

The interest rate set by the Bank of England affects mortgage, loan and savings rates for millions.

Did you know finding all your pensions could be easier than you think? As retirement approaches, tracking down lost or f...
15/05/2026

Did you know finding all your pensions could be easier than you think? As retirement approaches, tracking down lost or forgotten pension pots can feel overwhelming - but it doesn’t have to be. Read this article from The Independent for more information.

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

Finding all your pensions could be more straightforward than you think.

Due to inheritance tax rules changing when it comes to pensions next year a warning about an increase in scams has been ...
13/05/2026

Due to inheritance tax rules changing when it comes to pensions next year a warning about an increase in scams has been made. Find out four things to look out for in this article.

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

There are concerns that confusion about the new rules may leave savers vulnerable

Do you really get £1 million inheritance tax-free? It’s a figure many people rely on but it doesn’t apply to everyone. S...
11/05/2026

Do you really get £1 million inheritance tax-free? It’s a figure many people rely on but it doesn’t apply to everyone. Strict rules mean some couples could get far less than they expect. For more information, read this article from MoneyWeek.

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

The maximum amount a couple can pass on free of inheritance tax is £1 million in assets – but the reality is often very different. We look at why the £1 million inheritance tax-free allowance might be less than you think.

Are you prepared for the upcoming changes in pensions and inheritance tax? Most pensions are currently not subject to In...
29/04/2026

Are you prepared for the upcoming changes in pensions and inheritance tax? Most pensions are currently not subject to Inheritance Tax - but this is changing from April 2027. Have a read of this short but concise article from The Mirror for the details.

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

Most pensions are currently not subject to Inheritance Tax - but this is changing from April 2027

Empowering your children with financial knowledge is crucial for their future success. The financial demands of parentho...
22/04/2026

Empowering your children with financial knowledge is crucial for their future success. The financial demands of parenthood often intensify significantly as children mature, transforming the parental role from primary caregiver to, increasingly, the "bank of mum and dad". Discover practical advice on teaching kids about money without bankrupting yourself in this informative article by The Independent.

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

Experts on how to help your children with big expenses - without bankrupting yourself

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