Insights & News

£130bn

£130bn It is estimated that the UK loses £130bn a year to fraud, which could potentially be enough to run the NHS for a year. Ofwat says 'water companies lose over one trillion litres of water to waste each year’ which, for reference, is the same as 17 full Grafham lakes. These are just two

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Elf Hunt

Download your Elf Form here. Find all the stamps located on Kimbolton High Street. Return the completed form to our office to win your prize.

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Autumn Budget

The Summary of the Autumn Budget November 2022, summarised by Beacon Wealth Management Ltd, Kimbolton, Cambridgeshire...

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Santa Letters

November 2022 Our friends, the Elves, have left a postbox at our Kimbolton office for you to post your letters to Santa. No need for a stamp as the Elves collect the post straight from the postbox and deliver them straight to Santa, but make sure you put your address on there so that Santa

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Top 100 for 10 Years Running!

We did it.....we are in the New Model Adviser Top 100 for the 10th year running! "ESG is at the heart of everything Beacon Wealth Management does. In the past year, ESG made up 80% of the firm's recommended funds and 56% of it's assets under advice. Beacon has recently celebrated 10 years of it's

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Understanding Estate Planning…

Understanding Estate Planning... Estate planning is a process that ensures the management of your estate should you become incapacitated or pass away. The first step is to decide what you want to achieve. It could be deciding who benefits when, how, and in what form. Also deciding how tax efficient you want the process to

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Many people fail to plan and live in the ‘now’

Many accumulate wealth during their lifetime either by working hard, receiving an inheritance, or both. It is what you do with that wealth...

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What you need to know about Inheritance Tax

More and more people are becoming liable to pay Inheritance Tax even though many could avoid it easily with the right planning...

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Royal Walk for Charity

The team at Beacon Wealth Management (along with some of our partners and family members) are doing a ‘Royal Walk’ throughout October...

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The first meeting is always complimentary.