by CA Financial Services | Mar 31, 2026 | Blog
Inheritance Tax (IHT) is a tax charged on the value of a person’s estate when they die. An estate typically includes property, savings, investments, personal possessions and other assets held in the individual’s name.Under current rules, there is usually... by CA Financial Services | Mar 24, 2026 | Blog
Over the next two decades, the world will see one of the largest transfers of wealth in history. Research suggests that over $83tn globally could pass from older generations to their children and grandchildren by 2048. In the UK alone, it’s estimated that around... by CA Financial Services | Mar 17, 2026 | Blog
Much has been made of the need to get more people investing for their long-term futures. Savers are leaving too much money sitting idle in low yielding cash savings accounts, when evidence shows that money would be better off invested for the long-term.However, new... by CA Financial Services | Mar 10, 2026 | Blog
Retirement can feel like a daunting milestone, and for many older workers, getting ready is still a challenge. A recent survey found that only four in ten working people aged 60-69 feel prepared to retire. Among the more than three million workers in this age group,... by CA Financial Services | Mar 3, 2026 | Blog
Research shows that many people in the UK are uncertain about their family’s financial security if the unexpected were to happen. Only one in five feel very confident that their loved ones would feel financially secure. Just over a third (35%) believe their...