Claire Stones

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So far Claire Stones has created 20 blog entries.

New changes to public sector pensions explained

By |April 4th, 2016|

The constant changes to pensions has left a lot of people in the UK, including here in Yorkshire, extremely confused and concerned about their retirement life.

Our financial adviser team has received calls regarding the alterations to the public sector schemes, and with this in mind has prepared the following article to outline how you may […]

Inheritance tax voted ‘the most hated tax’

By |March 29th, 2016|

According to a poll carried out by financial website loveMONEY.com, 90% of people declared that they disliked inheritance tax, dubbing it the ‘most hated tax’ in the country.

The new statistics, which haven’t come as a shock to our financial advice team here in Morley, arrive after HMRC announced that more people across the country, including […]

More families becoming wise to inheritance tax bills

By |March 23rd, 2016|

Inheritance tax can be an expensive and unexpected payout for families if the right measures aren’t followed. For financial advisers such as our Morley team, tax breaks to avoid these are common knowledge due to our background and industry experience.

Heritage Wealth Solutions are therefore delighted to hear that individuals across the country, including here in […]

Miscalculated private pensions could cause big issues

By |March 18th, 2016|

The Chartered Financial Advisers here at Heritage Wealth Solutions are saddened to hear that many people across the country, including here in Yorkshire, could find that their private pensions are riddled with errors.

Just recently news broke that Aviva, one of the UK’s leading pension providers, has revealed that millions of pensions taken out between the […]

How much money do you need to save for retirement?

By |March 2nd, 2016|

For many Yorkshire residents, planning for retirement can be a daunting task. Our financial advisers generally hear the same old questions: “when should I start planning for retirement?”, “what type of pension scheme should I be looking to join?” and “how much do I need to save to have a happy retirement?”.

Unfortunately, there is no […]

Tackling the tax year end

By |February 18th, 2016|

With the tax year ending on Tuesday 5th April, people across Leeds, Yorkshire and the UK should be doing all they can to maximise their finances: as we discussed this time in 2015, the deadline will soon be upon us.

Taking this into account, the Morley-based financial adviser team here at Heritage Wealth Solutions are today […]

Common mortgage mistakes

By |February 5th, 2016|

As there are many different ways to obtain and utilise the contract, the Leeds-based team here at Heritage Wealth Solutions appreciate that mortgage advice should differ from one client to the next.

Though securing a property is an extremely exciting moment in one’s life, it is important to think about what can potentially go wrong. This blog post […]

Heritage Wealth Solutions tips to improving your finances in 2016

By |January 8th, 2016|

As 2016 begins, most people in the Yorkshire region will be full of determination to improve their lives over the next 12 months. That may be in the form of exercising, dieting or even home improvements. But one of the main resolutions people enter the New Year with is tackling their finances.

Luckily, for residents here […]

Preparing your finances for Christmas

By |December 22nd, 2015|

The festive period is not always kind to your finances.

Though this generalisation does not apply to all Leeds-based individuals, the trend shows no signs of slowing down: compared to 2013, the Money Advice Trust’s National Debtline service received three times as many calls on Boxing Day last year.

On top of evidencing that many households were […]

Follow these steps for pension freedom

By |December 16th, 2015|

As we discussed earlier this month, the latest OECD report suggests that the UK’s state pension is among the least generous in the world.

While the study made for both alarming and disappointing reading, our Leeds-based financial advisers are always keen to help individuals with their retirement plans.

Following on from this, today the Heritage Wealth Solutions […]