Cooper Associates

Expert, bespoke advice for your personal circumstances Cooper Associates Mortgages, Cooper Associates Wealth Management and Cooper Associates Accountants

[Cooper Associates @CooperAssociate]

💼 Hoping to pass on your wealth tax-efficiently? Understanding the 7-Year Rule could make all the difference.

📈 Read on to discover how we can help you to maximise the legacy you leave to your family.

Link in bio ☝🏻

#thecooperway #inheritancetax #estateplanning

[Cooper Associates @CooperAssociate]

📉 The Bank of England Monetary Policy Committee met today, announcing a 25 base point reduction to base rate. But what does this mean for mortgage owners?

👀 Read our article to discover how the announcement impacts #mortgage borrowers.

Link in bio☝🏻

[Cooper Associates @CooperAssociate]

🎁Gifting money or assets to a loved one is a common way to provide financial support. However, many are unaware of the accompanying tax implications.

📑Read our article as we break down the considerations, exemptions, and how we can help you to gift efficiently.

Link in bio☝🏻

[Cooper Associates @CooperAssociate]

Mortgage #overpayments are a powerful, yet often overlooked, feature of many #mortgages, allowing you to pay off your mortgage quicker while paying less interest 💵

But there are pros and cons ⚖️

Read the full article here: ⬇️
https://t.co/wioaGjuBXa

[Cooper Associates @CooperAssociate]

💰 Is your money working as hard as you are?

Colin, a successful company director, had surplus income sitting in a low-interest account. With smart financial planning, he:
✅ Cut his tax bill
✅ Boosted his pension
✅ Grew his wealth—without changing his lifestyle!

Link in bio.

[Cooper Associates @CooperAssociate]

📺WATCH: With the new tax year around the corner, Kevin Parsons, Managing Director of Cooper Associates Accountancy, guides us through the upcoming changes that will have an impact on #tax.

Are you aware of all of the new changes to policy?

#thecooperway

[Cooper Associates @CooperAssociate]

WATCH: Simon Dawes, Managing Director of Cooper Associates Wealth Management, breaks down the upcoming policy changes that may have an impact on #investors and #markets.

As the new tax year approaches, are you aware of all of the changes that come into effect?

#thecooperway

[Cooper Associates @CooperAssociate]

📺WATCH: Thomas Jackson, Managing Director of Cooper Associates Mortgages, breaks down:

🪷The #SpringStatement

🏡The #mortgage market

🤝And what we can do to help secure the best mortgage rates for your unique situation.

Link to full video in bio.

#thecooperway

[Cooper Associates @CooperAssociate]

🏡 Dreaming of moving house but worried about your fixed-term mortgage? Cooper Associates Mortgages are here to help! 🔄

Find out how mortgage porting works, what to watch out for, and whether it's the right move for you. 👇

Link in bio.

#MortgagePorting #MovingHome

[Cooper Associates @CooperAssociate]

We’re proud to have several of our advisers featured in VouchedFor's 2025 Top Rated Financial Adviser Guide, published in The Times! 🎉👏

Contact us today and discover how our holistic, tailored financial advice can help you.🤝

#thecooperway #financialadvice

[Cooper Associates @CooperAssociate]

Discover our Ultimate Guide to Lifetime ISAs, where we explore the ✅benefits, the ❓drawbacks and ⚙️explain how you can get started today (if eligible).

Link in bio.

#thecooperway
#LifetimeISA
#personalfinance

[Cooper Associates @CooperAssociate]

When starting a #business, it's vital that you choose a structure that works for you and accounts for your goals, long-term ambitions and current financial situation 🏢

We break down the key differences between a #SoleTrader and a #LimitedCompany.

Link in bio.

[Cooper Associates @CooperAssociate]

Wondering how Later Life Lending can help you secure your financial future?

Read our case study to discover how Cooper Associates Mortgages may be able to help you:

Case study created in collaboration with @StandardLifeUK.

Link in bio.

[Cooper Associates @CooperAssociate]

Money and love don't necessarily go hand in hand 🧑‍🤝‍🧑
We conducted a national survey of 2,000 UK adults, uncovering beliefs around talking about and sharing money 📊
Read the report and take the first step to tackling finances in your relationship 💞
Link in bio ⬆️
@Relate_charity

[Cooper Associates @CooperAssociate]

Looking to set up a business? 💭 The structure you choose is a key decision.
Sole trader? 🙎‍♂️Partnership? 🧑‍🤝‍🧑Limited Company? 🏢
Read on as we explore the benefits and considerations of setting up a #LimitedCompany
Link in bio ⬆️
#LLC #Accountancy #Accountants #NewBusiness

[Cooper Associates @CooperAssociate]

The Bank of England (@bankofengland) have announced a 25 base point reduction to #interestrates 📉 but your #mortgage may not see the immediate impact 🏡
Find out why at the link in our bio ⬇️

[Cooper Associates @CooperAssociate]

⚠️A reminder of the #StampDutyChanges that are coming into effect on the 1st April 2025 🏡

If you want #feefreemortgageadvice on how these charges might impact you, enquire now.

[Cooper Associates @CooperAssociate]

Discover how #releasingcapital from your #property can help turn your dream house into your dream #home. 🏠✨.

https://t.co/YehJh3iptX

[Cooper Associates @CooperAssociate]

ANNOUNCEMENT 📣We have continued our partnership with @gloucesterrugby, extending the sponsorship to Gloucester-Hartpury Women and @gloshartpury Rugby. 🎉

It also includes players Tomos Williams, Sarah Beckett (@SEBeckett), Will Crane and Dale Lemon.

Read more... 🏉

[Cooper Associates @CooperAssociate]

🎉 Huge congrats to our Later Life Adviser, John Harris, for being Highly Commended for Later Life Lending Adviser of the Year! 🏆

His commitment to helping others achieve their goals is truly inspiring! Well done, John! 🌟

#AirAwards #EquityRelease #LaterLifeLendingAwards