Protecting your wealth ahead of the 2025 Autumn Budget
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.
Insights & News
Beacon Wealth Management named one of the UK’s Top 50 Boutique Financial Advice Firms by FT Adviser, part of the Financial Times Group
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.
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What businesses and farms should know about IHT
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.
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Celebrating Excellence - Pippa Ellis Named a Finalist for Team Leader of the Year at Women in Financial Services Awards 2025
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.
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Supporting a vulnerable client through later-life financial planning
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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Featuring on BBC Radio Cambridgeshire: Beacon sponsor Stanground Cardea Ladies FC
Following our sponsorship announcement with Stanground Cardea Sports Ladies Reserves FC, Tom Beach - our Employee Benefits Coordinator and the team's Manager - featured in a live interview on BBC Radio Cambridgeshire!
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Stanground Cardea Ladies Sports Reserves FC Announce Sponsorship Deal with Beacon Wealth Management
Beacon Wealth Management is excited to announce its sponsorship of Stanground Cardea Ladies Sports Reserves FC ahead of the 2025/26 season.
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Protecting family finances during a cancer diagnosis
Stephanie was incorrectly diagnosed with a medical issue, from which she had to immediately be absent from work. Unfortunately, the true diagnosis – once discovered – was cancer.
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Securing retirement and a new lease of life with Critical Illness pay-out
Daniel, a self-employed contractor working in association with a large company, suffered a mild stroke. He fortunately made a full recovery, but the experience prompted him to take stock and re-evaluate what was important to him in life.
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