Autumn Budget 2025 – What the Chancellor Announced
Thursday 27 November 2025
This Autumn Budget summary brings together the key points, alongside a reminder of changes already scheduled to take effect from April 2026.
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
The AI Bubble: Turn Market Fear into Investment Focus
Tuesday 25 November 2025
In recent months, many clients have been asking the same investment questions...
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.
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.
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