Croft & Oakes

Croft and Oakes provide quality, holistic & unbiased financial advice to clients in Shropshire and beyond. Over 40 years’ experience helping clients

[Croft & Oakes @CroftandOakes]

One in six people don’t know who’d inherit their pension if they died – and some still have an ex listed. Don’t let oversight derail your plans. Smart #EstatePlanning and up to date #PensionNominations protect your true intentions https://t.co/uURMQUWVs8

[Croft & Oakes @CroftandOakes]

It’s not just the ‘Bank of Mum and Dad’ anymore, it’s #BOSAD (The Bank of Son & Daughter), as 1 in 8 HNIW’s now support both children and parents. Kindness counts, but not at the cost of your own future. #WealthPlanning helps protect everyone’s goals https://t.co/KXLgNSpYye

[Croft & Oakes @CroftandOakes]

It’s not about timing the market, it’s about time in the market. Stay focused on your long-term goals confident #Investing and smart #WealthPlanning. The value of investments can go down as well as up and you may not get back the full amount you invested. https://t.co/Xip7xOUGVo

[Croft & Oakes @CroftandOakes]

Many people overestimate their #pension knowledge – yet don’t know about the type of scheme they have or how it’s invested. Understanding your pension and tax relief is vital for smart #RetirementPlanning. Read our article to learn more… https://t.co/xEkwzKl5rR

[Croft & Oakes @CroftandOakes]

UK home sales hit a post-2022 high in May, but tax changes pressure Prime Central London. Meanwhile, Labour pledges £39bn for affordable housing — the biggest investment in half a century. #UKhousing #RealEstate #PropertyMarket  https://t.co/VnqvzymObu

[Croft & Oakes @CroftandOakes]

Investors with financial advisers are more optimistic about the future! These are the key findings of a recent Investor Confidence Barometer – 82% say advice is ‘value for money’ 96% value adviser accessibility in tough times. #advisedinvestors #value https://t.co/fyetholelK

[Croft & Oakes @CroftandOakes]

In the news this quarter - women prioritise children in succession planning, while men are more likely to focus on their spouse; 60% of UK adults feel positive about #finances this year, up from 52% in 2024; AI financial fraud is on the up, read more… https://t.co/oNHDFb59gH

[Croft & Oakes @CroftandOakes]

Our latest Economic Review includes – UK economic growth surprise in Q1, with 0.7% GDP rise. BoE cut rates again, but inflation spiked to 3.5%. Labour market softens with fewer payroll jobs and higher unemployment. #Economy #GDP #Inflation #InterestRates  https://t.co/vQPemPydZe

[Croft & Oakes @CroftandOakes]

Uncertainty is everywhere. Don’t let the noise derail your financial future. Stay focused, think long-term and seek advice before making big decisions. A solid plan adapts but panic rarely pays. #FinancialPlanning #Investing https://t.co/ZOGqh2q3X0

[Croft & Oakes @CroftandOakes]

Following announced plans to include unused pension funds & death benefits within the value of estates for #IHT purposes, the government is to provide specific implementation guidance on how #pensions & death benefits will be treated under the new regime https://t.co/iYoVhz98X9

[Croft & Oakes @CroftandOakes]

This year’s #SpringStatement saw announcements on defence spending and UK growth estimates from the OBR – read all the key announcements in our #SpringStatement2025 summary…  https://t.co/qKxOiZoChO

[Croft & Oakes @CroftandOakes]

Before the tax year's end, take advantage of gifting allowances to reduce your estate and minimise future #IHT liabilities. #FinancialAdvice is essential to ensure gifts are made and evidenced in the right way. https://t.co/JkSVgWACAF

[Croft & Oakes @CroftandOakes]

Our latest Economic Review covers – UK growth stronger than expected in Q4 2024, the headline rate of inflation jumps to 3%, Bank rate reduces to 4.5% and retails sales looking strong at the start of 2025  https://t.co/Fedz5gDt0B

[Croft & Oakes @CroftandOakes]

Think twice before trusting #FinancialAdvice on social media as many "finfluencers" (financial influencers) lack qualifications. Over half of users fail to verify their sources, increasing risks of scams and misinformation. Read more…  https://t.co/9RPQ1vE3sw

[Croft & Oakes @CroftandOakes]

As we step into 2025, now is the perfect time to set your financial plans in order. Think about your #pension contributions, estate planning, and putting your life insurance in trust. Small changes now can have a big impact on your #FinancialFuture.   https://t.co/QsnZ8r3Uvp

[Croft & Oakes @CroftandOakes]

The idea of a 'hard stop' retirement is fading, with almost a third of Gen X expecting to never fully retire due to financial uncertainty and caregiving responsibilities. But you can take control of your financial future. Read more… #RetirementPlanning  https://t.co/ALdcfIKkkQ

[Croft & Oakes @CroftandOakes]

Are you a Procrastination Pete or a Buy-to-Let Barbara? Discover your #Pension personality type and the risks that come with it. No matter your approach, strategic planning and professional advice are crucial for securing long-term financial security. https://t.co/416FqssR2h

[Croft & Oakes @CroftandOakes]

With multi-retirement households and age gap relationships on the rise, retirement planning is more complex. Open and honest discussions about retirement expectations and early planning are essential. Read more… #RetirementPlanning  https://t.co/VXOwfGRmtH

[Croft & Oakes @CroftandOakes]

Read the latest residential property news in our Residential Property Review including signs that the residential market is recovering, evidence that the UK has passed peak rental inflation and landlords concerned over what the Budget might hold in store https://t.co/jWaD9LG6Em

[Croft & Oakes @CroftandOakes]

If you thought your pension was just your retirement savings then think again. A #pension is a great way to support future generations because defined contribution pensions are one of the most tax-efficient ways of passing on your wealth https://t.co/0ajqeNDsVC