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.
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
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?
A Comprehensive Analysis of Changes to Capital Gains Tax in the UK Labour Budget
Thursday 28 November 2024
A Comprehensive Analysis of Changes to Capital Gains Tax in the UK Labour Government’s Budget
Pitfalls of Cashing in a Pension Without Seeking Professional Financial Advice
Thursday 14 November 2024
IFA Conor McClean delves into the risks associated with cashing in a pension without professional financial advice.
Inheritance Tax Insurance: A Guide to Protecting Your Legacy
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.
Budget Summary – Rachel Reeves Delivers Labour Budget
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.
Lonsdale Joins The Consumer Duty Alliance
Friday 18 October 2024
CDA is a not-for-profit organisation established to support the financial planning sector with implementing FCA Consumer Duty requirements.
Understanding Inheritance Tax Trusts: A Financial Adviser is Essential
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?
Helping you navigate Long-Term Care in the UK
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.
What are Annuities? What are their benefits?
Wednesday 2 October 2024
Richard Porter, Financial Adviser in St Albans, explores the primary advantages annuities provide, highlighting why they are an attractive option.
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.
