How You Can Build a Robust Financial Plan
Monday 17 November 2025
A well-constructed financial plan offers clarity on your income, your obligations, and how to direct spare resources toward your goals.
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
Why You Shouldn’t React to Budget Speculation
Thursday 13 November 2025
In the lead-up to the Budget, the media fills with predictions and rumours about possible tax rises, spending cuts, or new financial incentives...
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...
How to Generate a Tax-Efficient, Guaranteed Income
Thursday 30 October 2025
Creating a reliable income from your investments is a common financial goal, especially if you’re looking for stability and tax efficiency.
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.
Understanding the FCA InvestSmart Initiative
Tuesday 2 September 2025
We fully support the Financial Conduct Authority’s (FCA) InvestSmart initiative, which encourages consumers to think carefully before investing.
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.
Divorce and Finances: Navigating Investments, Pensions and Savings
Tuesday 5 August 2025
One of the most critical and often underestimated aspects of separation is the financial impact, particularly on investments, pensions and savings.
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.
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.
