On the 3rd March 2026, Chancellor Rachel Reeves delivered the Spring Statement, outlining updated economic forecasts and public finance projections. While no major tax changes were announced, the statement provides important signals about the direction of the UK economy over the coming years.
The Autumn Budget 2025 has been announced. The team at Beacon Wealth Management explain how these updates may affect you.
Are you looking forward to Christmas? Do you or a family member want to write a letter to Santa? Our friends, the Elves of the North Pole, have left a postbox at our Kimbolton office for you to post your letters to Santa! All you need to do is:
Beacon Wealth Management, Cambridgeshire’s first Chartered Financial Planning firm, has once again been named one of the UK’s top advice firms, earning a place in the 2025 Citywire New Model Adviser Top 100.
The Autumn Budget, scheduled for late November 2025, is expected to bring significant tax changes as the Government seeks to close a large fiscal gap.
Beacon Wealth Management, an independent financial advice firm based in Kimbolton, Cambridgeshire, has been named one of the Top 50 Boutique Financial Advice Firms in the UK by FT Adviser, the specialist sister publication of the Financial Times.
HM Government have confirmed significant inheritance tax (IHT) to take effect in April 2026 (for property reliefs) and April 2027 (for pensions). These changes could affect not just farmers, but all businesses that have substantial assets.
A huge congratulations to the fantastic Pippa - our HR & Compliance Manager - for being named a finalist in the Professional Adviser Women in Financial Services Awards 2025 for the Team Leader of the Year category.
Clara, an elderly widow, has been working with us for several years. Due to her age, we treat her as a vulnerable client, and her daughter has been involved in meetings to provide support and ensure her best interests are upheld. It became apparent during the meeting that the client was finding it increasingly difficult to manage the details of her finances...
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The first meeting is always complimentary.
