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How much does retirement cost?
New research has put some surprising numbers on the income needed in retirement. Each year since 2019, the Pensions and Lifetime Savings...
Working to 72? The retirement procrastination problem
Recent research on planned retirement ages has produced some unexpected and perhaps unrealistic results. The next increase in State...
Demographics Shift to Minority Married
New data on marriage and civil partnerships shows a significant threshold has been crossed. ‘Population estimates by marital status and...
25 years of ISAs
Individual Savings Accounts will celebrate their 25th birthday on 6 April 2024. A quarter of a century ago, Personal Equity Plans (PEPs)...
New Tax Year Planning – Start Early
This new tax year starting on 6 April brings a range of changes that could affect your financial planning. The start of the new tax year...
Bluecoat Director wins recognition at Insurance Institute Awards
David Langley, Director at Bluecoat Wealth Management, won the Sussex Young Achiever Award 2023, at this year’s Charter Insurance...
Time For Tax-Year End Planning
With Christmas and the New Year over, it is time to turn your thoughts to planning for the tax year end. While many parts of the tax...
A revamp for individual Savings Accounts
From 6 April 2024, individual savings account (ISA) rules will be changing, mostly for the better. In April, ISAs will celebrate their...
Changing Lives with Kiva Donations in 2023: Make a Difference Today
Since December 2010, instead of sending our clients traditional Christmas cards, Bluecoat Wealth Management has sent electronic greetings...
UK house price decline continues
The rise in mortgage rates since early 2022 has taken its toll on house prices. Source: Nationwide, ONS. In 2023, an annual fall in house...
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