News & Insights

The £12.3 billion cost of delaying estate planning

July 6, 2026/Family, News, Wealth

Affluent families who delay estate planning could miss out on chances to reduce a potential Inheritance Tax (IHT) bill and ...

4 practical reasons to regularly contribute to your child’s pension

July 2, 2026/Family, News, Wealth

In a bid to pass more wealth to their loved ones, a growing number of families are opening pensions for ...

Trusted Financial Advice secures Feefo Platinum Trusted Service Award for the fifth consecutive year

March 16, 2026/Business, Equity Release, Family, Mortgage, News, Protection, Wealth

16th March 2026 — Trusted Financial Advice is delighted to announce that it has been awarded the Feefo Platinum Trusted Service Award ...

Celebrating Theresa’s Three Years as President of the Insurance Institute of Exeter

March 16, 2026/News, Wealth

TFA Trusted Financial Advice is delighted to celebrate a significant milestone for one of our own. Our Director of Compliance, TheresaAtal, ...

Tax free ways to support your children and grandchildren

March 12, 2026/Family, News, Wealth

Passing wealth to the next generation is a primary concern for many families, yet the complexities of Inheritance Tax (IHT) often ...

TFA guide to the Spring Statement

March 3, 2026/Mortgage, News, Wealth

Your Spring Statement update and what it means for you Just over three months after her lengthy Autumn Budget, chancellor Rachel Reeves has ...

Protect What Matters Most This Christmas

December 4, 2025/Family, Mortgage, News, Protection, Wealth

Why Life Insurance and Income Protection Are Essential Introduction Christmas is a season of joy, family, and giving. While we’re busy wrapping gifts and ...

Top rated TFA advisers feature in VouchedFor guide

December 1, 2025/Business, Equity Release, Family, Mortgage, News, Wealth

Celebrating Our Top-Rated Advisers in the VouchedFor 2025 GuideWe’re proud to announce that Trusted Financial Advice ...

12 Days of Christmas Financial Tips

December 1, 2025/Business, Equity Release, Family, Mortgage, News, Protection, Sustainable, Wealth

On the 12 Days of Christmas my financial adviser said to me…. ...

Tips for a healthy pension as you approach retirement

November 28, 2025/News, Wealth

Approaching Retirement? Here’s What You Need to Know Retirement is an exciting milestone—but it can also feel overwhelming. Whether ...

Navigating the Autumn Budget Statement: Key Insights and Implications

November 26, 2025/Business, Mortgage, News, Wealth

Your Autumn Budget update, and what it means for you After months of speculation and rumour, chancellor Rachel Reeves has delivered the Autumn ...

Early Retirement

November 21, 2025/News, Wealth

Early Retirement Planning: How to Retire at 55 and Live the Life You Want Early retirement is a dream for many—a chance to ...

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