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News

Financial Curveballs in Midlife How to protect future wealth Financial Curveballs in Midlife: How to protect future wealth 16th October 2025

Reading Time: 3 minutesPeople often assume that serious financial planning at midlife only matters close to retirement. However, a sudden income shock or family change at this stage can unravel years of savings…

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Future-Proofing Your Finances Planning for Life’s What-Ifs Future-Proofing Your Finances: Planning for life’s what ifs 9th October 2025

Reading Time: 3 minutesLife is full of surprises, and while some are joyful, such as windfalls and successful career changes, others can be challenging. Many of us will experience illnesses, have care needs,…

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Charitable Giving & Legacy Planning Preserving future wealth Charitable Giving & Legacy Planning: Preserving future wealth 2nd October 2025

Reading Time: 3 minutesDid you know that by leaving 10% of your estate to a charity, your inheritance tax could be reduced to 36%? Charitable giving and legacy planning involves strategically incorporating philanthropic…

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Relief and Inheritance Tax Investment Advice in Nottingham: Protect wealth against inflation 25th September 2025

Reading Time: 3 minutesInflation rose by 3.8% in July, which is higher than economists had previously expected and partly driven by a sharp rise in air fares. The Bank of England predicts inflation…

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The team at Balance: Wealth Planning is authorised and regulated by the Financial Conduct Authority. You can find us on the FCA register by clicking here. Registered in England & Wales. Company number: 08552799. Registered Office: Suite J, The Point, Loughborough Road, West Bridgford, Nottingham, NG2 7QW. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. Click here to read our privacy policy | Cookie policy

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