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Puleston Wealth Management

@PulestonWM

Specialising in Pensions, Investments, Tax Planning, & Estate Planning - 01925 341 947 - 07887 722750.

 Warrington, England
pulestomwm.co.uk
Joined February 2013
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Photo by Puleston Wealth Management (@PulestonWM)Photo by Puleston Wealth Management (@PulestonWM)Photo by Puleston Wealth Management (@PulestonWM)Photo by Puleston Wealth Management (@PulestonWM)Photo by Puleston Wealth Management (@PulestonWM)Photo by Puleston Wealth Management (@PulestonWM)Photo by Puleston Wealth Management (@PulestonWM)Photo by Puleston Wealth Management (@PulestonWM)
news.sky.com/story/money-liv…
What likely interest rate hike tomorrow means for your mortgage | Money blog

What likely interest rate hike tomorrow means for your mortgage | Money blog

The Band of England is all but certain to raise the base interest rate from 3.75% to 4% on Thursday - we've taken a look at what that means for mortgage payments and rates. Read this below - along...

news.sky.com
17
nfuonline.com/updates-and-in…
NFU leads calls for family farm tax to be reversed

NFU leads calls for family farm tax to be reversed

Britain’s farmers and growers will take part in a mass lobby of their MPs to highlight the devastating impact of the recent budget on their farms, with changes to Agricultural Property Relief dealing...

nfuonline.com
26
A 4 per cent increase would boost the new state pension by more than £460 a year, taking it from £221.20 a week or £11,502 a year to £230.05 a week or £11,963 a year. It’s the second year in a row that the state pension goes up in real terms. investorschronicle.co.uk/con…
Retirees to receive another above-inflation state pension bump

Retirees to receive another above-inflation state pension bump

Today’s earning figure is good news for pensioners

investorschronicle.co.uk
23
ftadviser.com/opinion/2024/0…
'FCA's charge against finfluencers could be first of many'

'FCA's charge against finfluencers could be first of many'

Anyone who has listened to a podcast about finance is familiar with the disclaimer of 'this is not financial advice'.

ftadviser.com
16
express.co.uk/finance/person…
21
professionaladviser.com/news…
Brits unsatisfied with retirement savings yet shy away from advice

Brits unsatisfied with retirement savings yet shy away from advice

Only one in ten UK adults have sought professional advice

professionaladviser.com
15
thisismoney.co.uk/money/arti…
35 to 50-year-olds are footing the bill for those who don't work

35 to 50-year-olds are footing the bill for those who don't work

Andy Haldane (pictured) said they were paying the price for a surge in economic inactivity - those neither in employment nor looking for work - much of it caused by a dramatic rise in long-term...

thisismoney.co.uk
17
thisismoney.co.uk/money/pens…
The cash transfer value of my pension has dropped by £300k

The cash transfer value of my pension has dropped by £300k

Why did the pension fund not have an obligation to warn me that the cash transfer value of my pension was so adversely linked to interest rate increases?

thisismoney.co.uk
12
thisismoney.co.uk/money/buyt…
The four pressures making landlords sell up

The four pressures making landlords sell up

Between 2016 and the end of this year, almost 300,000 more homes will have been sold by private landlords than have been purchased. We look at the reasons why.

thisismoney.co.uk
13
thisismoney.co.uk/money/pens…
Inheritance tax penalties soar as more families fall foul of the rules

Inheritance tax penalties soar as more families fall foul of the rules

Penalties can be levied by HMRC for late forms and payments, or undervaluing or hiding assets that are subject to inheritance tax. Here's what you need to know.

thisismoney.co.uk
9
State pension alert as Britons could find National Insurance contributions don’t count | Personal Finance | Finance | Express.co.uk express.co.uk/finance/person…
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thisismoney.co.uk/money/pens…
Pension savers slapped with £1BILLION in emergency tax on withdrawals

Pension savers slapped with £1BILLION in emergency tax on withdrawals

New HMRC figures show reclaimed overpayments hit £48.5m in the first three months of 2023 - and the total reclaimed since 2015 now stands at £1.02bn.

thisismoney.co.uk
14
Lasting Power of Attorney: The financial failsafe for your loved ones thisismoney.co.uk/money/pens…
Lasting Power of Attorney: The financial failsafe for your loved ones

Lasting Power of Attorney: The financial failsafe for your loved ones

Appointing a trusted family member or friend as attorney to take over your affairs if you fall ill is a relatively straightforward business. Here's how it works.

thisismoney.co.uk
13
When will you get your state pension? www-thisismoney-co-uk.cdn.am…
When will you get your state pension? What a new report means for you

When will you get your state pension? What a new report means for you

It may have risen by a record 10.1% this week -but the big question is how much longer can the state pension last in its current form?

www-thisismoney-co-uk.cdn.ampproject.org
12
🥂🍾 professionaladviser.com/news…£60%2C000%0A%20%20%20%20%20%20&utm_medium=email&utm_source=PA%20New%20Newsletter
10
“Where there is a Will there is a way”Express.co.uk www-express-co-uk.cdn.amppro…
15
French plan to raise retirement age by two years to 64 bbc.co.uk/news/world-europe-…
French plan to raise retirement age by two years to 64

French plan to raise retirement age by two years to 64

The Macron government's reforms immediately prompt calls for strike action by unions on 19 January.

bbc.co.uk
11
Image from Puleston Wealth Management (@PulestonWM)
36
⚠️ Energy discount phishing: Robbed of £25,000 in text scam bbc.co.uk/news/uk-63412297
Energy discount phishing: Robbed of £25,000 in text scam

Energy discount phishing: Robbed of £25,000 in text scam

Victim support groups warn that scams targeting those looking to save money have soared.

bbc.co.uk
33
UK interest rates: How the rise affects you and how high it could go bbc.co.uk/news/business-5776…
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