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A shopper using contactless payment to pay. Your older pensions could be delivering “poor value for money”, and it could cost you thousands of pounds

If you opened a defined contribution (DC) pension in the 1990s or 2000s, the charges you’re paying could be higher than comparable pensions opened more recently. Between now and your retirement, the difference could add…

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British chancellor, Rishi Sunak, walking along Downing Street Everything you need to know about the 2022 spring statement

Against the backdrop of the continuing war in Ukraine, the chancellor has delivered his spring statement. The war has contributed to uncertainty in the global economy, with the Office for Budget Responsibility (OBR) saying that,…

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Hardwick Hall in Derbyshire in springtime. How the British garden has changed over the centuries and shaped modern outdoor spaces

British people love to enjoy their gardens and get their hands dirty cultivating outdoor spaces. It’s a love that can be traced back centuries to Roman occupied Britain. If you’re starting to think about spring…

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A hand holding up a 12-sided £1 coin. It’s been 5 years since the 12-sided £1 coin entered circulation. How’s its value and use changed?

It’s been five years since the Royal Mint introduced the 12-sided £1 coin. In that short time, the value of money and how we use it has changed significantly. When the Royal Mint announced the…

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A father teaching his young son to ride a bike. Inheritance Tax receipts rise again. What can you do to minimise the bill?

Official figures show that the amount paid in Inheritance Tax (IHT) has increased again. As the IHT thresholds are set to remain the same despite rising inflation, more people will need to consider how IHT…

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An older couple sitting on the sofa and laughing together. A quarter of retirees are relying on an inheritance. Here’s why you shouldn’t

A significant proportion of retirees are relying on inheritances to fund their later years, but research suggests that it could place their future at risk. According to research from abrdn, almost half of UK retirees…

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01404 815551

 

enquiries@otterfinancial.co.uk

Location

62 Mill Street,
Ottery St Mary,
Devon
EX11 1AF

Where to find us

© Otter Financial Services Ltd 2022. 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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An update from the Otter Financial

Our team are now working flexibly, with a combination of working from home and the office. We’re happy to arrange face-to-face meetings, with social distancing and additional hygiene measures in place. However, all meetings will be by appointment only and we cannot accept walk-ins.

If you prefer, we are also happy to carry out meetings via telephone or video conferencing (Zoom). If you’d like to discuss your financial plan or have any concerns, rest assured we’re available as required.

Key contact information:

Telephone: 01404 815551
Email: enquiries@otterfinancial.co.uk