A Personal Choice: Supporting Every Journey in Organ Donation
Tuesday 11 November 2025
At Lonsdale Wealth Management, we believe in supporting people through decisions that matter deeply – not just about money, but about values...
Estate Planning
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
Understanding Investments: Inheritance Tax & the Confidence to Act!
Tuesday 14 October 2025
The first step towards effective Inheritance Tax (IHT) mitigation is to have a clear understanding of how much capital you expect to require.
Understanding the Inheritance Tax 7 Year Rule
Thursday 18 September 2025
Understanding how the Inheritance Tax 7 year rule works and how it applies to lifetime gifting is essential when making informed decisions.
Making Your Pension Work Harder: Gifting Surplus Income for Estate Planning
Wednesday 20 August 2025
This article explores how gifting surplus pension income can be a powerful tool for your estate, under current regulations and with future changes.
Update: Inheritance Tax on Pensions – April 2027 Reform Confirmed
Friday 25 July 2025
Following consultation, HMRC has now confirmed that these changes have moved a step closer to coming into force from 6 April 2027.
Why Grandparents Are Skipping A Generation
Tuesday 15 July 2025
Several personal, emotional, and financial factors are prompting grandparents to leave inheritances directly to grandchildren.
Pension Planning – What You Need to Know
Tuesday 25 March 2025
With a range of options and evolving regulations, navigating the complexities of pension planning can be daunting. Do you need advice?
New Inheritance Tax Rules for Pensions Explained
Friday 29 November 2024
From April 2027, unused pension funds left at death are proposed to count as part of the deceased’s estate for IHT purposes. Will this affect your?
Navigating UK Inheritance Tax in 2024: What You Need to Know
Tuesday 17 September 2024
As we approach the next budget, in October 2024, many are speculating about potential changes to UK inheritance tax (IHT).
Estate Planning: Key Strategies and Considerations
Wednesday 24 July 2024
Estate Planning is complex especially for high-net-worth individuals. Our comprehensive guide explores the intricacies of estate planning.
Need financial planning advice?
If you would like a free initial financial planning review, complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds & Bradford, Stafford, Ringwood, Ware, Wimbledon or Chippenham office.
