Autumn Budget 2025 - what could this mean for you?
The Autumn Budget 2025 has been announced. The team at Beacon Wealth Management explain how these updates may affect you.
Insights & News
Write a letter to Santa this Christmas!
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:
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Beacon Wealth Management named one of the UK’s top Financial Advice firms once again
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.
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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.
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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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To find out if we're right for you and if you need a financial planner, book a meeting with us.
The first meeting is always complimentary.