Kind Wealth Ltd

If your estate could be liable for Inheritance Tax, there might be some steps you could take to reduce or mitigate a potential bill. Around 1 in 22 estates are liable for Inheritance Tax. However, frozen Inheritance Tax thresholds mean the portion of estates liable for Inheritance Tax is slowly rising. Click the link below to discover some of the shrewd strategies that could help you pass on more of your wealth to loved ones. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 03/10/2024

Imagine you could time travel to understand how your financial decisions today might affect your lifestyle in 10 or 20 years. You may be in a better position to turn your goals into a reality. Click the link below to read our blog to find out how working with a financial planner could give you a glimpse into the future. Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 30/07/2024

If you were trying to improve your health and wellbeing, what would you change? Your first instinct may be to eat healthier foods or exercise more frequently. However, your social life may play a more important role in your overall health than you may think. Read our blog, linked below, to discover how loneliness can affect your health, and what you can do to combat it. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 03/10/2024

Is your mortgage deal coming to an end soon? You might be worried about locking in a new deal due to the speculation that the Bank of England could cut its base interest rate further this year. However, searching for a mortgage now could potentially save you money. Click the link below to discover how. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 03/10/2024

You could uncover “lost” pension savings and boost your retirement by tracking down old pots you might have forgotten about. It's estimated there are 2.8 million "lost" pensions with a combined value of £26.6 billion. So, paying attention to your pensions could offer you greater flexibility when you retire. Read our blog, linked below, to discover 5 helpful steps you can take to track down your pensions. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 03/10/2024

Did you know that lifestyle financial planning could better align your finances with the life you want to lead now and in the future? Understanding why you've set certain money goals can give your financial plan a direction, as well as useful motivation. Read our blog, linked below, to find out more about the benefits of lifestyle financial planning. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 03/10/2024

Did you know that 1 in 22 estates are liable for Inheritance Tax? If you take a proactive approach to managing your wealth, you could reduce how much Inheritance Tax your estate may be liable for when you pass away. Read our blog, linked below, to discover some of the strategies you could use to pass on more of your wealth to loved ones. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 03/10/2024

A chance to take a glimpse into the future could help you make better financial decisions that support your long-term goals. The good news is you don’t need a DeLorean to “time travel”; a financial plan could help you see the potential outcome of your decisions too. Click the link below to read how “time travelling” as part of your financial plan could help you secure your goals. Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 30/07/2024

Did you know that your social life could be just as important as your health? In fact, the US surgeon general warned that the mortality effects of loneliness are equivalent to smoking 15 cigarettes a day. Click the link below to find out why. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 03/10/2024

Do you know the potential money saving benefits of locking in a mortgage deal early? There's speculation that the Bank of England will cut its base interest rate further this year. If your mortgage deal comes to an end soon, you might worry about a new deal as a result. Click the link below to discover how it could still be beneficial and save you money. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 03/10/2024