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A man looking through some paperwork. 7 simple steps you can take right now to improve your financial engagement

How engaged with your finances are you? A survey suggests that millions of Brits aren’t actively managing their finances and it could mean they’re missing out on opportunities or overlooking risks. According to a Legal…

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A couple talking over a coffee. 4 essential Budget announcements that could boost your pension

In a bid to encourage early retirees back to work, chancellor Jeremy Hunt unveiled several changes to pension allowances during the Budget. The announcements could mean you’re able to save more in your pension and…

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An older couple laughing together in their kitchen. Estate planning: 3 crucial steps that could protect your later years

Estate planning is an important part of your financial plan. Not only does it ensure your assets are passed on to who you wish and considers areas like Inheritance Tax (IHT), but it could provide…

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A person walking in running shoes in summer. 6 healthy reasons to get out and about to celebrate National Walking Month

National Walking Month has been celebrated by people across the world since 2007. The campaign is run by Living Streets, a charity dedicated to walking more in a world where you may rely on cars…

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Someone walking a dog. What does the multiverse theory have to do with cashflow modelling? Find out here

Financial planning doesn’t have a lot in common with science fiction. Yet, cashflow modelling could allow you to explore the lives you could lead if you made different decisions. So, it has more in common…

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A family walking through a field in spring time. Why it could pay to use your 2023/24 tax year allowances right now

The new tax year has only just started. Yet, making the most of your allowances now, rather than waiting until March 2024, could make sense. Read on to find out why. When a new tax…

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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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