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A new era for pension inheritance
The inevitable shift in the approach to intergenerational wealth transfer Pension savers intending to pass on their retirement funds to loved ones received unwelcome news
Common bank statement mistakes
What you need to consider when applying for a mortgage When applying for a mortgage, one of the most important checks a lender performs is
Buying a home through shared ownership
How the scheme works and what to consider before applying Buying a home through shared ownership can serve as a stepping stone onto the property
Safeguarding your future
Without a sufficient financial buffer, an unforeseen health issue could be catastrophic In the current economic climate, financial stability seems more out of reach than
Don’t miss the deadline for Individual Savings Accounts
Have you fully utilised this wrapper that shields your savings and investments from tax? An Individual Savings Account (ISA) is highly effective for anyone looking
Evolution of bonds
Increasing awareness of intergenerational wealth transfer A significant proportion of people (47%) plan to pass on their wealth to future generations, with over a third
Start your journey today
Are you prepared to take the first step? At Burlington Financial, we’re here to empower you to make informed decisions by offering independent financial advice at every stage of life. Why not arrange an initial, no-obligation conversation with us?
Our friendly team is ready to help you build a confident and fulfilling financial future. Your goals are our priority.