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Posts by Spencer

5 festive Christmas events happening around Yorkshire this December

Nov 16, 2023

Here at PenLife, we’re proud to be a part of our local community, and love to support events happening around Yorkshire. With Christmas just around the corner, we’ve put together a list of five festive events happening in our local area this December. Keep reading to find out everything you need to know about attending

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How to make the most of your ISAs, and why they matter

Nov 16, 2023

Individual Savings Accounts (ISAs) have many benefits that make them a hugely popular avenue for saving and investing. One of the key advantages to ISAs is that these accounts are tax-efficient. Any interest, top-ups, or investment returns you receive within these accounts are protected from Income Tax and Capital Gains Tax (CGT), unlike most other

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4 key advantages of involving your family in your financial plan

Nov 16, 2023

When you begin a relationship with a Financial Planner, you might expect us to stick rigidly to an individualistic point of view: your life, your goals, and your money. While these three factors do sit at the centre of your financial plan, wealth planning is about more than just your own journey – it’s about

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5 Bonfire Night celebrations happening in York this November

Oct 26, 2023

Guy Fawkes Night will soon be upon us – and with it comes the opportunity to keep up with the British tradition of celebrating this historic day. Whether you’d like a history-focused event, something family-friendly, or perhaps a traditional firework display, there’s plenty going on in the city of York that can tick all your

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You may have an Inheritance Tax issue that you are unaware of. Here’s why

Oct 26, 2023

As the value of your investments and properties continues to grow, you may feel increasingly confident about having a comfortable retirement. While this is good news, if you pass away leaving a substantial inheritance to your children, some of what you leave behind could be lost to an Inheritance Tax (IHT) bill. What’s more, a

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