Even though we are living through a period of record low interest rates, our old friend compound interest can still come into play with mortgages - small amounts over a long period of time can really add up. This can either work for you, or against you.

Pensions are normally exempt from Inheritance Tax (IHT). So with the right planning, pensions can be used as an effective way of passing on money after your death without incurring or increasing your IHT bill.

Taking time to consider what your estate is worth and how much Inheritance Tax (IHT) might be payable on your death can be a highly beneficial exercise.

New laws will soon be in place to ensure that wills witnessed via video link are legally recognised in England and Wales.

One of our Financial Planners, Bethany Wood, answers some common questions from clients about their existing investments and potential new investments during the COVID-19 pandemic.

If you have ever felt that there’s not enough money left at the end of the month and that putting aside savings is near impossible, a budget could really help.

We have witnessed the property market pick up since lockdown restrictions were lifted in Tunbridge Wells and surrounding areas.

Small differences often separate the average from the exceptional. Investing little and often from an early age may offer extraordinary results.

Covid-19 has had a devastating impact on people’s lives and global economies. Insurance plays a critical role in ensuring that individuals and businesses have the ability to mitigate unexpected financial shocks and preserve assets.

We know this is a dilemma many people face, whether they are searching for a financial adviser for the first time, or, for whatever reason, they are seeking to replace their existing financial adviser.

There is a little-known exemption from Inheritance Tax (IHT) for emergency services personnel, known as the blue light exemption.

Life is a series of peaks and troughs. One minute everything is fine and you’re planning your next holiday, car purchase or what to plant out in your garden and the next, everything turns on its head and all your plans go out of the window.

There is no stopping Beth. Not only has she passed her CII professional examination LP3 (Life & Pensions Principals and Practices)…

Exciting news at AV Trinity as we now have a fully independent Mortgage Adviser.

On Sunday 22nd September, Louise joined 700 other runners to raise money for the Hospice in the Weald by completing the 10k run in Tunbridge Wells.

Jack has passed yet another exam, this time CF6 which is the second mortgage paper he has sat (and passed) in the past 6 weeks.