Recent Articles

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…

Questa Financial Planning Joins the Fun at Lytham Beer Festival

Questa Financial Planning was proud to headline as the main sponsor of this year’s Lytham Beer Festival, which took place from 25–27 July at Lytham Cricket & Sports…

Tom Takes Another Step In His Financial Planning Qualification Journey 

Questa client support and protection specialist Tom Reardon has passed another key qualification as part of the firm’s ongoing commitment to professional development and client care.

OBR Warns UK Economy Is “Vulnerable”: What It Means for Your Money

When the Office for Budget Responsibility (OBR) talks about the UK economy, investors, economists – and frankly, anyone with a pension or mortgage – should pay attention.