Quilter Cheviot Financial Planning

£22 billion. That’s the daunting gap Labour must close in the upcoming UK budget. As they prepare to make “difficult decisions and challenging trade-offs,” Inheritance Tax (IHT) could become a key target, which could directly impact your wealth. Please join us for a live webinar on the 30th of September at 2pm where Quilter Cheviot Technical Specialist David Denton FPFS TEP and Chartered Financial Planner Tracy Crookes FPFS TEP, will dissect the complexities of IHT and provide actionable guidance to ensure you leave your loved ones with more in the post-Autumn Budget landscape. Register now below. #QuilterCheviotFinancialPlanning #InheritanceTax Capital at risk.

Financial Planners Jessica Thresher, Rayna Stoyanova, Jo-Ann Welman FPFS, Charlotte Ward and Gill Clifford recently had the opportunity to join Charlton Athletic Community Trust for a 6 week NCS funded programme. During these weeks, our financial planners delivered 15 sessions of our “Next Gen” programme covering financial education to over 500 students. Find out more about our Next Gen programme: https://bit.ly/3XQPvDz #QuilterCheviotFinancialPlanning Capital at risk

Why do I need a Financial Planner? It is a question we’re asked every now and again. And the answer is very simple: if you’re looking for your money to go further. For greater peace of mind, a more comfortable retirement or ensuring you provide your loved ones with a more secure future – financial advice can prove invaluable. But what exactly does a financial planner do, and how can they help you achieve your goals? Read our full article to find out the advantages of professional financial advice: https://bit.ly/3z7oRN8 #QuilterCheviotFinancialPlanning Capital at risk

Tracy Crookes FPFS TEP, chartered financial planner at Quilter Cheviot Financial Planning, appeared on Lou Hannan’s show on BBC Radio Solent yesterday morning, to answer listener questions on personal finance. “A SIPP is a self-invested personal pensioner. So it might benefit, but again it depends on the situation because if he has a work pension then it may be that if you increase your pension contribution your employer will pay a bit more in, so the first port of call would be have a look at that to see whether your missing out on any free money, and I’d say that to anybody.” Listen here: https://bit.ly/4dbpyD6 #QuilterCheviotFinancialPlanning Capital at risk.

Financial Planner, Ian Cook, was recently featured on iNews’ latest article “’I can’t see past the initial hurdles’: Young people on the pain of pension saving” “The value of pensions is often not understood, even misunderstood, until you hit retirement and start drawing money from it. It is time the value and importance of pensions was properly conveyed so that people can see the effect their saving is having.” Read the full article: https://bit.ly/4cTcmST #QuilterCheviotFinancialPlanning Capital at risk.

We were delighted to sponsor The Arthur Terry Learning Partnership (ATLP) Staff Conference at The ICC Birmingham yesterday. It was a pleasure to engage with 1,500 dedicated educators from 24 schools about their financial planning needs. A huge thank you to Claire Swann for organising such a fantastic event, and to Brian Davies for his support! Capital at risk. #QuilterCheviot #Education #FinancialPlanning #TheArthurTerryLearningPartnership 📸: The Arthur Terry Learning Partnership (ATLP)

Financial Planner, Megan Rimmer APFS, was recently featured on The Sunday Times’ latest article: “The £350,600 cost of sending a child to private school” “Wage growth has lagged behind inflation, which means school fees and the cost of living has risen more rapidly than many salaries. Some families are relying on grandparents to help, raiding their savings or are pulling their children out of private education.” Read the full article: https://bit.ly/3yYNjA9 #QuilterCheviotFinancialPlanning Capital at risk.

A huge congratulations to our colleague Nadia Johnstone-Smith DipPFS who has been shortlisted in the finance category at the Birmingham Young Professional of the year awards! #QuilterCheviotFinancialPlanning

Technical Consultant, David Denton FPFS TEP, was recently featured on CNBC’s latest article: “UK PM Starmer warns of painful October budget to tackle shortfall in public finances”. “During Labour’s election campaign, the party emphasised the various taxes it would not seek to raise, such as National Insurance, VAT, and income tax. Therefore, an increase in Capital Gains Tax (CGT) seems plausible.” Read the full article: https://lnkd.in/eeCkvcmX #QuilterCheviotFinancialPlanning Capital at risk.

Financial Planner Rosie Hooper FPFS, was recently featured on Investors Chronicle’s latest article: ”Get ready for Premium Bond and savings rates cuts” “The appeal of Premium Bonds lies in their tax-free prize winnings, offering a distinct advantage for those subject to higher income tax rates." Read the full article: https://lnkd.in/ed3B_NkP. #QuilterCheviotFinancialPlanning Capital at risk.