Reading Time: 3 minutes When you think about your retirement, what do you picture? If it involves moving to a new location, these top 10 retirement destinations in England and Wales might be just…

Reading Time: 4 minutes Most grandparents across the country are planning to pass on their accumulated wealth to children and grandchildren when they die. But when we’re talking about grandparents being worth an average…

Reading Time: < 1 minute After three decades of working in Financial Services, accumulating advanced qualifications in pensions, tax and investment planning, Tina Winter is a Fellow of the Personal Finance Society. The fellowship is…

Reading Time: 2 minutes If you have not been active on Social Media in the past week, you might have missed the news that Balance: Wealth Planning Limited were the winners of the 2018…

Reading Time: 3 minutes When it comes to planning for the future, it’s sometimes difficult to know where to start. There might be a bucket list, a dreams board, or even a worry box….

Reading Time: 3 minutes One of the questions we hear all the time as part of our financial planning discussions is “How do I reduce the Inheritance Tax that will be due when I…

Reading Time: 4 minutes Are you one of the 53% of people that don’t have a will? It could mean your final wishes aren’t carried out and cause stress for your loved ones. More…

Reading Time: 3 minutes People approaching retirement are increasingly being targeted by fraudsters with an offer of a ‘free pension review’. Indeed, 28% of pension savers have been offered a ‘free pension review’ by…

Reading Time: 4 minutes More retirees are choosing to take advantage of the Pension Freedoms open to them. While it provides a greater level of flexibility, it’s a move that needs to be balanced…

Reading Time: 3 minutes A recent Treasury report looking at household savings has sparked calls from MPs to introduce a flat-rate pension tax relief and scrap the pension lifetime allowance as well as a…

Reading Time: 4 minutes This article has been published by Forward Ladies following an interview Rebecca Aldridge had with them. When Rebecca Aldridge, Founder and Managing Director of Balance: Wealth Planning, couldn’t find a…

Reading Time: < 1 minute We are very pleased to share that we have been shortlisted for the ‘David Norton Building Excellence’ Award for 2018. It’s a national award from the Chartered Institute of Securities…

Reading Time: 3 minutes As the average life expectancy increases, most of us are likely to spend 20% of our adult life in retirement. This is a very long time, especially when you consider…

Reading Time: 3 minutes Recently, the Bank of England raised the base interest rate from 0.5% to 0.75%. This is only the second time interest rates have risen in over a decade, but it…

Reading Time: 4 minutes The summer holidays are finally here, so before you start packing and embark on your travels, have you checked that you have everything you need? It’s amazing what we forget…

Reading Time: < 1 minute We’re very pleased to announce that our Managing Director, Rebecca Aldridge, has been shortlisted for #FLNationalAwards & Summit 2018! An inspirational programme showcasing diversity in business, recognising the doers, trailblazers…

Reading Time: 3 minutes On Monday 9 July, Prime Minister Theresa May faced another member of her cabinet resigning – this time it was Boris Johnson, the former Foreign Secretary. Within minutes of his…

Reading Time: 3 minutes Many people are unsure what to consider when it comes to estate planning. The more you plan now, the better things will be for you and your loved ones in…