by Gretchen Betts | Apr 4, 2024 | Financial Planning, Wellbeing
As we finally approach spring, many people will be thinking about moving house or trying get on the housing ladder for the first time. Recent trends indicate that younger generations are postponing their leap into the housing market. Factors such as mounting student...
by Gretchen Betts | Mar 28, 2024 | Vlog
Welcome to Gretchen’s monthly Vlog! Since my last recording, we’ve had another budget and Jeremy Hunt made a few changes to National Insurance and some other small tweaks. The main highlights are: The main rate of Employee National Insurance (Class 1) will be reduced...
by Gretchen Betts | Mar 14, 2024 | Inheritance
Inheritance tax (IHT) can be a daunting prospect for many individuals and families. With the potential to significantly impact the transfer of wealth from one generation to the next, understanding the rules and implementing effective planning strategies is crucial....
by Gretchen Betts | Mar 1, 2024 | Financial Planning
Entering your 40s brings about financial changes. You may notice an increase in your salary, but also a rise in expenses. This period often involves significant life events such as relocating to a bigger house, considering second home acquisitions, managing...
by Gretchen Betts | Feb 23, 2024 | Vlog
Welcome to my February Vlog! Tax year-end is just around the corner, so let’s make the most of those allowances! Listen in to see how best to do this, it’s all a bit technical, but we can help to make the best sense out of it. Don’t forget that ISAs &...
by Gretchen Betts | Feb 16, 2024 | Financial Planning, Lifestyle, Money
Entering your 30’s marks a pivotal stage in life where the foundations of both good and bad habits are laid. After years of working, you may find yourself in a more financially stable position than ever before. However, this newfound stability comes with a set of...
