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Grandparents gardening with their grandchild. 3 useful options you may want to consider when passing on assets to your loved ones

There’s more than one way to pass on wealth to your family. Which option is right for you could depend on a range of factors, from whether your loved ones could benefit from support now…

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Two people shaking hands. Hooked on Ripley? Fraudsters may use some of the same tactics to scam you

The psychological thriller Ripley has received critical praise for its cinematography and writing. If you’ve been on the edge of your seat watching the story unfold, you might have thought “I’d never fall for the…

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A woman using a laptop and writing notes. 3 practical reasons to check your State Pension forecast before you retire

The State Pension is often a useful foundation when you’re creating an income in retirement. Yet, a survey from Just Group found that a third of people didn’t check their State Pension forecast before stopping…

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A woman reviewing some paperwork at home. 4 compelling reasons you might want to consolidate your pension

It’s been more than a decade since auto-enrolment was introduced, and now most workers automatically become members of their employer’s pension scheme. While more people saving for retirement is excellent news, it could mean you…

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A man watering plants. The value of financial planning: 5 fantastic ways tailored advice may help grow your wealth

Financial planning can help you to reach your life goals, and give you and your loved ones security and peace of mind. Over the next few months, you can read our blog to discover exactly…

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Two women shaking hands. 3 valuable ways business owners could extract profits

As a business owner, deciding how to extract profits from your firm could be a crucial decision. It may affect your tax liability and that of your company. Read on to understand three essential ways…

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EX11 1AF

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© Otter Financial Services Ltd 2026. Otter Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. FCA reference number 593699. Registered in England and Wales as a Limited Company No. 3576260. Registered Address: 62 Mill Street, Ottery St Mary, Devon, EX11 1AF.

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