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 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

Thinking about retiring abroad? Whether you’re dreaming of Spain, Australia or beyond, it’s important to know how moving...
20/04/2026

Thinking about retiring abroad? Whether you’re dreaming of Spain, Australia or beyond, it’s important to know how moving abroad could affect your retirement income. For more information, read this article from MoneyWeek.

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

Holidays don’t have to end. Thousands of people leave the UK every year, many to enjoy their retirement in another country, seeking lower taxes, sun and often more affordable adventure. We look at what happens to your pension if you retire abroad.

Thinking about buying a home or remortgaging this year? Mortgage rates have been changing, and it can be hard to keep up...
15/04/2026

Thinking about buying a home or remortgaging this year? Mortgage rates have been changing, and it can be hard to keep up with what’s happening. This article from MoneyWeek looks at the latest UK mortgage rates and what they could mean for borrowers. Read this article now.

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

Hopes of lower mortgage rates in the coming weeks and months are looking less and less likely due to the conflict in the Middle East. Whether you're buying a home, remortgaging or you’re a buy-to-let landlord, we look at the outlook for 2026.

This article takes a look at three tax changes due to happen in April 2027 to be aware of, including pension inheritance...
14/04/2026

This article takes a look at three tax changes due to happen in April 2027 to be aware of, including pension inheritance rules.

Shaun Moore, tax and financial planning expert at Quilter, said: “As pensions become part of the estate, probate is likely to become more complex and time‑consuming. Many households may want to respond by consolidating accounts, updating wills and putting lasting powers of attorney in place. These are not tax strategies, but they can make a meaningful difference for families later on, when simplicity and clarity matter most.”

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

Changes to the treatment of pensions for inheritance tax and reduced cash ISA allowances are coming next year. We explain how to ensure you're prepared.

Worried about gaps in your National Insurance record? A delay to a planned government solution could affect parents and ...
10/04/2026

Worried about gaps in your National Insurance record? A delay to a planned government solution could affect parents and carers’ future State Pension. Which? breaks down what you need to know. Read this article for more information.

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

Your National Insurance record helps determine how much state pension you get

As the new tax year begins, it's a great time to review your financial goals and strategies. It marks a financial reset ...
09/04/2026

As the new tax year begins, it's a great time to review your financial goals and strategies. It marks a financial reset with renewed allowances, opportunities to protect savings from tax and, this year especially, a few changes worth planning for early. In this informative article from Your Money, learn what’s changed, what’s stayed the same, and how to make the most of the 2026/27 tax year. Make sure to make the most of the opportunities available to you!

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

The new UK tax year began on 6 April 2026, introducing a fresh set of allowances and tax breaks to help savers and investors keep more of their money out of HMRC’s reach.

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