Financial Advice Blog

How to plan for inheritance tax Inheritance tax is a tax on the value of everything you leave behind when you die. Not everyone is required to pay inheritance tax. You can leave any amount to your spouse or civil partner. But if the amount you leave to others is...

It’s common for people to find inheritance tax confusing. That’s why many put off having a discussion about it. “What is the residence nil-rate band?” “Will my ISA be taxed?” “What even is inheritance tax?” These are just some of the questions that come up time and...

“I’ll sort it when I turn 50.” Soon 50 becomes 60, 60 becomes 70… Of all life admin, getting your estate in order is perhaps the most put off. It’s an all too common mistake. Putting the basics in place will give you peace of mind and spare loved ones unnecessary...

We're here to help with all of your tax advice requirements in Kent. Whether you need advice about income tax, the benefits of pensions to offset tax or if you have a business that you're looking for tax advice in Sevenoaks, Kent, then CA Financial Servies can help...

As well as equity release, there are other products, typically covered by a term called later life financial products that like equity release are dedicated for people in older age brackets and who are homeowners that you may wish to explore. These include products...

Equity release is the umbrella name for products that provide consumers with a way of releasing the wealth tied up in their property, without necessarily having to sell it and move to another home. There are two main types of equity release and both are regulated by...