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A person completing a tax return online. HMRC collects a record amount in Capital Gains Tax. Here’s how you could manage your liability

The latest release from HMRC shows it collected a record £16.7 billion in 2021/22 through Capital Gains Tax (CGT) – a 15% increase on the previous tax year. Cuts to a tax exemption could mean…

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Group of friends talking over a cup of tea. Financial security is the most important retirement goal for 9 in 10 Brits

When you think about the most popular retirement dreams, an adventurous cruise or having time to put your feet up might come to mind. Yet, a survey found the most common goal for retirement is…

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Two people shaking hands in an office. 3 valuable reasons your financial reviews are important

Creating a financial plan is just the first step to reaching your goals. While you may have carefully set out what you need to do, financial reviews are still essential.   Often, it’s advised that you…

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A woman using a laptop for a virtual meeting. Zoom orders staff back to the office. Is the remote working trend over?

Despite playing a pivotal role in keeping businesses running as they switched to remote working during the pandemic, Zoom has ordered its staff back to the office. Yet, research suggests both employees and employers are…

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A group of graduates throwing their caps. The 2023 parents’ essential guide to student loans

Heading to university is an exciting time for new students. As a parent, you may feel proud of your child’s achievements, but it’s normal to feel apprehensive as they potentially move out and embrace independence…

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A mother talking to her adult daughter. 7 practical reasons to make a Lasting Power of Attorney now

A Lasting Power of Attorney (LPA) could provide you with protection when you’re most vulnerable by giving someone you trust the ability to make decisions on your behalf. Yet, a survey in the Independent, found…

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Ottery St Mary,
Devon
EX11 1AF

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© Otter Financial Services Ltd 2025. 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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