Lonsdale Christmas Message & Charity Update
Monday 16 December 2024
We would like to wish all our valued customers a wonderful Christmas and a New Year filled with success and happiness.
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
Monday 16 December 2024
We would like to wish all our valued customers a wonderful Christmas and a New Year filled with success and happiness.
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?
Thursday 28 November 2024
A Comprehensive Analysis of Changes to Capital Gains Tax in the UK Labour Government’s Budget
Thursday 14 November 2024
IFA Conor McClean delves into the risks associated with cashing in a pension without professional financial advice.
Tuesday 5 November 2024
Inheritance Tax (IHT) can be a significant financial burden for many families. IFA Jacob West explores options available to mitigate its impact.
Wednesday 30 October 2024
The Labour government has introduced its first Budget in 14 years, marking a pivotal moment under the leadership of Chancellor Rachel Reeves.
Friday 18 October 2024
CDA is a not-for-profit organisation established to support the financial planning sector with implementing FCA Consumer Duty requirements.
Wednesday 16 October 2024
Inheritance tax (IHT) can be a substantial concern for many individuals as they plan their estates. Have you considered inheritance tax trusts?
Monday 7 October 2024
Allan Ross, Independent Financial Adviser has written this support article from the perspective of a loved one who may need long-term care.
Wednesday 2 October 2024
Richard Porter, Financial Adviser in St Albans, explores the primary advantages annuities provide, highlighting why they are an attractive option.
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.