--- title: Beacon Wealth Management - Insights & News (2) description: This pages contains Insights, News from Beacon and guidance to help you in your financial planning journey. (2) --- [🔒 Personal Finance Portal](https://beaconwm.gb.pfp.net/) [![Beacon Wealth Management](https://beaconwm.co.uk/hs-fs/hubfs/brand-logos/bwm-logo_791x500.jpg?width=791&height=500&name=bwm-logo_791x500.jpg "Beacon Wealth Management")](https://143955714.hs-sites-eu1.com/) [![Beacon Wealth Management](https://beaconwm.co.uk/hs-fs/hubfs/brand-logos/bwm-logo_791x500.jpg?width=791&height=500&name=bwm-logo_791x500.jpg "Beacon Wealth Management")](https://143955714.hs-sites-eu1.com/) - What we offer - [Planning](https://beaconwm.co.uk/planning) - [Retirement & Pensions](https://beaconwm.co.uk/planning#pensions) - [Passing on Wealth](https://beaconwm.co.uk/planning#wealth) - [Health & Protection](https://beaconwm.co.uk/planning#protection) - [Long-Term Care](https://beaconwm.co.uk/planning#care) - [Divorce](https://beaconwm.co.uk/planning#divorce) - [Mortgages](https://beaconwm.co.uk/planning#mortgages) - [Investing](https://beaconwm.co.uk/investing) - [Why invest with us](https://beaconwm.co.uk/investing#why-invest) - [Our Portfolios](https://beaconwm.co.uk/investing#our-portfolios) - [Business](https://beaconwm.co.uk/business) - [Employee Benefits](https://beaconwm.co.uk/business#Employee-Benefits) - [Workplace Pension](https://beaconwm.co.uk/business#Workplace-Pension) - [Business Protection](https://beaconwm.co.uk/business#Business-Protection) - [Corporate Planning](https://beaconwm.co.uk/business#Corporate-Planning) - [Who we help](https://beaconwm.co.uk/who-we-help) - [How it works](https://beaconwm.co.uk/how-it-works) - [Who we are](https://beaconwm.co.uk/who-we-are) - [Insights & News](https://beaconwm.co.uk/insights-and-news) - [Contact us](https://beaconwm.co.uk/contact-us) - [01480 869466](callto:+441480869466) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # Insights & News ###### Show All ###### [Planning](https://beaconwm.co.uk/insights-and-news/tag/planning) ###### [Community](https://beaconwm.co.uk/insights-and-news/tag/community) ###### [News](https://beaconwm.co.uk/insights-and-news/tag/news) ###### [Investing](https://beaconwm.co.uk/insights-and-news/tag/investing) ###### [Case Studies](https://beaconwm.co.uk/insights-and-news/tag/case-studies) ###### [Businesses](https://beaconwm.co.uk/insights-and-news/tag/businesses) [Planning](https://beaconwm.co.uk/insights-and-news/tag/planning) ##### Beyond the Budget: Navigating the year ahead by [Tony Larkins](https://beaconwm.co.uk/insights-and-news/author/tony-larkins) As we step into the New Year, many are still digesting the Autumn Budget and wondering what it means for everyday life, long-term plans and financial security. Here’s what the changes could mean for you: [READ MORE](https://beaconwm.co.uk/insights-and-news/beyond-the-budget-navigating-the-year-ahead) 1 minute read [News](https://beaconwm.co.uk/insights-and-news/tag/news) ##### Autumn Budget 2025 - what could this mean for you? by [Beacon Wealth Management](https://beaconwm.co.uk/insights-and-news/author/beacon-wealth-management) The Autumn Budget 2025 has been announced. The team at Beacon Wealth Management explain how these updates may affect you. [READ MORE](https://beaconwm.co.uk/insights-and-news/autumn-budget-2025-what-could-this-mean-for-you) 3 minute read [Community](https://beaconwm.co.uk/insights-and-news/tag/community) ##### Write a letter to Santa this Christmas! by [Beacon Wealth Management](https://beaconwm.co.uk/insights-and-news/author/beacon-wealth-management) 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: [READ MORE](https://beaconwm.co.uk/insights-and-news/write-a-letter-to-santa-2025) 1 minute read [News](https://beaconwm.co.uk/insights-and-news/tag/news) ##### Beacon Wealth Management named one of the UK’s top Financial Advice firms once again by [Beacon Wealth Management](https://beaconwm.co.uk/insights-and-news/author/beacon-wealth-management) 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. [READ MORE](https://beaconwm.co.uk/insights-and-news/beacon-wealth-management-2025-citywire-new-model-adviser-top-100) 1 minute read [Planning](https://beaconwm.co.uk/insights-and-news/tag/planning) ##### Protecting your wealth ahead of the 2025 Autumn Budget by [Beacon Wealth Management](https://beaconwm.co.uk/insights-and-news/author/beacon-wealth-management) 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. [READ MORE](https://beaconwm.co.uk/insights-and-news/protecting-your-wealth-ahead-of-the-2025-autumn-budget) 1 minute read [Planning](https://beaconwm.co.uk/insights-and-news/tag/planning) ##### Beacon Wealth Management named one of the UK’s Top 50 Boutique Financial Advice Firms by FT Adviser, part of the Financial Times Group by [Beacon Wealth Management](https://beaconwm.co.uk/insights-and-news/author/beacon-wealth-management) 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. [READ MORE](https://beaconwm.co.uk/insights-and-news/beacon-wealth-named-in-ftadviser-top-50-boutique-firms-list) 2 minute read [Planning](https://beaconwm.co.uk/insights-and-news/tag/planning) [Businesses](https://beaconwm.co.uk/insights-and-news/tag/businesses) ##### What businesses and farms should know about IHT by [Beacon Wealth Management](https://beaconwm.co.uk/insights-and-news/author/beacon-wealth-management) 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. [READ MORE](https://beaconwm.co.uk/insights-and-news/what-businesses-and-farms-should-know-about-iht) 2 minute read [News](https://beaconwm.co.uk/insights-and-news/tag/news) ##### Celebrating Excellence - Pippa Ellis Named a Finalist for Team Leader of the Year at Women in Financial Services Awards 2025 by [Beacon Wealth Management](https://beaconwm.co.uk/insights-and-news/author/beacon-wealth-management) 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. [READ MORE](https://beaconwm.co.uk/insights-and-news/celebrating-excellence-pippa-named-a-finalist-for-team-leader-of-the-year-at-women-in-financial-services-awards-2025) 1 minute read [Planning](https://beaconwm.co.uk/insights-and-news/tag/planning) [Case Studies](https://beaconwm.co.uk/insights-and-news/tag/case-studies) ##### Supporting a vulnerable client through later-life financial planning by [Beacon Wealth Management](https://beaconwm.co.uk/insights-and-news/author/beacon-wealth-management) 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... [READ MORE](https://beaconwm.co.uk/insights-and-news/supporting-a-vulnerable-client-through-later-life-financial-planning) 1 minute read [Prev](https://beaconwm.co.uk/insights-and-news) [1](https://beaconwm.co.uk/insights-and-news) [2](https://beaconwm.co.uk/insights-and-news/page/2) [3](https://beaconwm.co.uk/insights-and-news/page/3) [4](https://beaconwm.co.uk/insights-and-news/page/4) [5](https://beaconwm.co.uk/insights-and-news/page/5) [Next](https://beaconwm.co.uk/insights-and-news/page/3) ## Book a Meeting with us 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. 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