Recent Articles

Gifts Out of Surplus Income – Your 15 Key Questions Answered

Inheritance tax (IHT) is becoming a bigger talking point than ever. HMRC collected £8.2bn in IHT in the year to March 2025 – an 11% jump on the…

UK Housing Market Sees Biggest Asking Price Drop in 20 Years – What It Means for Homeowners

Rightmove’s recent data shows average asking prices fell by 1.2% between June and July – around £4,531 – the steepest monthly drop in two…

£49 Million in Pension Tax Refunds – What’s Going On?

If you’ve taken money from your pension recently, you might have noticed more tax deducted than you expected. You’re not alone. Between April and June, HMRC…

How Might the UK Inheritance Tax Record High Affect Your Finances?

UK Inheritance Tax (IHT) is quietly becoming one of the Treasury’s biggest earners. In 2022–23, the government collected a record £6.7 billion – up 12% on…

August Market Commentary 2025 

July gave investors a rare breather. The FTSE 100 passed the 9,000 mark for the first time, US markets steadied after a surprise EU trade deal, and tariff…

Molly and Oli Make It a Hat-Trick of Passes

Two Questa Financial Planning team members have successfully added another professional qualification to their records, marking three exam passes for the Questa team in short succession. Molly and…