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4 April 2018

Equity Release Growth

Equity release records broken as lending hits £3bn Equity release lending passed £3bn for the first time in 2017, up 42 per cent on 2016, according to the Equity Release Council. It was a record quarter for equity release activity in the fourth quarter of 2017 that pushed annual lending growth in the sector to […]

31 March 2018

Cohabitation and Intestacy Rules

According to Saga “moving in with a partner is an exciting time. Many choose to do so without getting married these days. In fact, cohabitation is the fastest growing family type, according to official statistics. But before you get carried away with redecorating and setting dates for dinner parties, it’s important to outline the financial […]

30 March 2018

Review your Will to benefit from Tax Breaks

According to the Telegraph individuals need to check their wills to avoid missing out on £70,000 of new inheritance tax breaks. The introduction of the new residence nil rate band in April 2017, or the family home allowance, means many wills are out of date – and people will not benefit from the new tax […]

28 March 2018

Debt in Retirement

According to FT Adviser, the “average Brit’s debt in retirement is expected to reach £34k”. Debt in retirement is continuing to climb with almost one in five people expecting to stop work this year owing an average £33,900, according to research by Prudential. The insurer said this meant expected debt was almost 40 per cent […]

23 March 2018

Auto-enrolment hits ‘huge milestone’ of 1 million employers

Cotswold Independent Financial Services works closely with employers to fulfil their auto enrolment responsibilities. With nine million employees enrolled the impact of auto enrolment is now really beginning to take shape. According to Professional Adviser “One million UK employers have enrolled staff into a workplace pension, meaning more than nine million employees have now been […]

23 March 2018

How a broken mortgage market gets back on its feet

Data from UK Finance has revealed that the remortgage market enjoyed a healthy boost in 2017, with rates up 15 per cent year-on-year. This was in part due to the promise of the Bank of England’s rate rise decision, taken in November but heavily mooted from September – spurring homeowners into taking action on their […]

21 March 2018

Women ‘receive worse investment advice’

According to FT Adviser women feel they are getting unequal financial advice and may hold back from investing because of it, according to a nationwide survey. Research commissioned by the Enterprise Investment Scheme Association (EISA), which surveyed more than 2,000 people across the UK, found 19 per cent of women feel they are given poorer […]

17 March 2018

Expansion for Coventry-based Cotswold IFS …

A former professional sportsman has proved that there is life after the game by succeeding in a new career. New Zealand-born former semi-professional cricketer Stuart Startup joined forces with Matthew Quinn eight years ago to launch Cotswold Independent Financial Services. Each of them had over 20 years’ experience in the industry. The firm has expanded […]

14 March 2018

Coventry ranks 28th best places to live

2015 was the second time uSwitch performed a study that ranks the places to live in the UK in terms of quality of life. The first was in 2013, so this updated quality of life index not only shows where the best and worst places to live in the UK are in 2015. Since the […]

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Latest News

Equity Release Growth

Cohabitation and Intestacy Rules

Review your Will to benefit from Tax Breaks

Debt in Retirement

Auto-enrolment hits ‘huge milestone’ of 1 million employers

How a broken mortgage market gets back on its feet

Women ‘receive worse investment advice’

Expansion for Coventry-based Cotswold IFS …

Coventry ranks 28th best places to live

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Latest News

Equity Release Growth

Cohabitation and Intestacy Rules﻿

Review your Will to benefit from Tax Breaks

Debt in Retirement

Auto-enrolment hits ‘huge milestone’ of 1 million employers﻿

How a broken mortgage market gets back on its feet

Women ‘receive worse investment advice’

Expansion for Coventry-based Cotswold IFS …

Coventry ranks 28th best places to live

Cohabitation and Intestacy Rules

Auto-enrolment hits ‘huge milestone’ of 1 million employers