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News

Outliving Your Money The hidden risks in retirement Outliving your money: The hidden risks in retirement planning 11th September 2025

Reading Time: 4 minutesWithout careful planning, underestimating the length of your retirement could mean that your money doesn’t stretch as far as you’d like. We look at the hidden risks in retirement planning…

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Part-Time Expat Guide Living abroad 6 months a year Part-Time Expat Guide: Living abroad 6 months a year 4th September 2025

Reading Time: 4 minutesAre you thinking about living abroad for 6 months a year, while staying at home for the rest of the year? Living abroad as a part-time expat has become an…

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Business Relief and Inheritance Tax What qualifies, what doesn’t, and what most people miss Business relief and inheritance tax: What qualifies, what doesn’t, and what most people miss 28th August 2025

Reading Time: 3 minutesMany high-net-worth individuals and business owners see business relief as an important part of their inheritance tax planning. However, due to a shifting legislative landscape, it’s easy to make risky…

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The Family Gifting Guide Passing on wealth while you're still here The family gifting guide: Passing on wealth while you’re still here 21st August 2025

Reading Time: 3 minutesWhether it’s helping with a first home, education, or simply easing cost-of-living pressures, family gifting can be a tax-efficient strategy. However, did you know that the second generation loses 70%…

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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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