Winter Woes: Inheritance Tax and other changes
Elderly, Farmers, and Pension Holders Bear the Brunt of Budget Changes.
Insights & News
Beacon Wealth Management named one of the top Financial Advice firms in the UK
Beacon Wealth Management, Cambridgeshire’s first Chartered Financial Planning firm, has been named one of the UK’s top advice firms, earning a place in the 2024 Citywire New Model Adviser Top 100.
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Autumn Budget 2024: What does it mean for you?
The Autumn Budget 2024 has been announced. The team at Beacon Wealth Management explain how these updates may affect you.
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Autumn Budget 2024: How could Pensions and Taxes be affected?
by Tony Larkins
With Labour in government and the Autumn Budget approaching, potential changes to pensions, inheritance tax, and capital gains tax are on the horizon. Discover how these changes could impact your financial planning, tax reliefs, and retirement savings.
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Will new changes to final salary pensions affect you?
by Tony Larkins
The pension Lifetime Allowance (LTA) was abolished on 6 April 2024. If you are thinking, “this change doesn’t affect me, my pension isn’t worth £1mn”, you could be mistaken. Even if your pension is not over the £1,073,100 threshold, this change may still affect you.
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What's in the Spring Budget 2024?
Against the backdrop of changing economic conditions and a forthcoming General Election, Chancellor Jeremy Hunt announced a series of measures in the 2024 Spring Budget. Here’s a rundown of some of the key announcements.
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What should be in this year's Spring Budget?
With a General Election on the horizon, all eyes are focussed on what the forthcoming Spring Budget will contain. Tony Larkins, Managing Director of Beacon Wealth Management, reveals what he believes the Budget should consider at the Spring Budget announcement in March 2024.
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Beacon Wealth Management selected as one of the Top 100 advice firms in the UK
We are very proud to announce that Beacon Wealth Management has been honoured with the Citywire New Model Adviser Top 100 award for 2023.
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The New Tax Year
The New Tax Year The ending of a tax year means that your tax allowances will reboot. If you are self-employed, you submit a tax return; if you’re employed, your tax code will automatically refresh. Not only this, but it will make a difference to your ISA allowance, Inheritance gifting, and Capital Gains tax. It
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