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Our news hub is your one-stop-shop for the latest product, company and market news – helping keep you up-to-date with trends and changes.

By accessing the materials in our news and events pages you accept the terms below and agree that LV= won’t be liable for any decisions you make based on the information they contain. Press releases published on our website are meant for use by accredited journalists only. They are not intended for and shouldn’t be used or relied on by you to influence or determine any financial decisions. We can’t guarantee that any of the information appearing in these press releases, is up-to-date, or free from errors, and you shouldn’t place any reliance on any of the information contained in them.

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Funding care in later life with a lifetime mortgage
06/01/2025
As we age, many of us will find that maintaining our independence requires a little extra support at home. Financial solutions like lifetime mortgages can help enable those that require care and assistance to continue to enjoy their retirement from the comfort of their own home.
Estate planning post budget
19/12/2024
Steep rises to inheritance tax (IHT) announced at the budget have greatly increased the potential tax burden on estates and brought many more individuals into the scope of IHT.
Savings post budget
27/11/2024
Rachel Reeves’ budget on 30 October 2024 delivered several tax increases for savers. These changes greatly increase the potential tax burden on investments and will have dampened many people’s enthusiasm with long-term savings.  
Inheritance tax changes for pensions
20/11/2024
On 30 October 2024, Rachel Reeves delivered her inaugural Labour budget, revealing a package of tax increases designed to raise over £40 billion a year.
The Retirement Bucket approach, but smoother
08/11/2024
After concerns about health, our research shows money (including not having enough money saved, or not being able to afford the lifestyle they want) is a top concern for consumers in retirement.  
Autumn Budget 2024
31/10/2024
After the Chancellor, Rachel Reeves, delivered the new Labour government’s first Budget, Savings and Retirement Sales Director at LV=, Gwen Haggo, has shared her thoughts on what it means for both Inheritance and Capital Gains Tax. 
Summary of the Autumn Budget 2024
31/10/2024
This was the new Chancellor’s first post-election Budget (and Labour’s first Budget since 24th March 2010 when Alistair Darling was Chancellor). It has been the subject of intense media speculation and described in some circles as “the most important fiscal event in 15 years”.
Walking a mile in your client’s shoes
22/10/2024
Have you ever stopped to think about what it really means to “walk a mile in someone else’s shoes?”   This phrase pops up in conversations, but do we grasp the depth of its message? It’s more than just a suggestion to consider someone else’s life. It’s about empathy and understanding, about truly stepping into another person’s world. 
Onshore and offshore bonds
02/10/2024
Investment bonds are a popular choice for investors. They are treated as a non-income producing investment that doesn’t attract capital gains tax (CGT). Instead, they are subject to taxation under the chargeable event regime as life assurance policies.
Why real stories matter in protection conversations
27/09/2024
It’s no secret that as an industry, we’ve still got a way to go in overcoming distrust of insurance. While a lot of people do understand the importance of protection, you’ll still encounter clients who are less confident about the benefits and become switched off to a ‘sale’. 
Retirement planning: the long-term impact of short-term thinking
25/09/2024
With increasing life expectancies and a shift from defined benefit (DB) to defined contribution (DC) pensions, it’s becoming more difficult for people to ensure their finances last them through their later years. 
How the female wealth shift is reshaping investment strategies
24/09/2024
The financial landscape in the UK is changing and 60% of wealth is projected to be in women's hands by 2025. That means there’s a growing need for financial advisers to adapt their advice strategies to better serve this growing demographic.