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News

SA Rule Changes Is it time to rethink your cash strategy ISA Rule Changes: Is it time to rethink your cash strategy? 15th January 2026

Reading Time: 3 minutesThe rate of inflation has fallen to 3.2%, leading to speculation that the Bank of England will cut the base interest rate. In 2025, interest rates have fallen several times,…

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The Cost of Waiting The Cost of Waiting: Why delaying your financial plans could be the most expensive decision you ever make 8th January 2026

Reading Time: 3 minutesAs the new year begins, now’s a good time to focus on your financial planning. Many people put off their financial plans, saying, “I’ll deal with it later” but then…

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Wealth & Wisdom How to have meaningful money conversations with your family Wealth & Wisdom: How to have meaningful money conversations with your family 23rd December 2025

Reading Time: 3 minutesTalking about money with your family is never an easy subject. However, knowing how to have meaningful money conversations is important, especially around major life events, legacy planning, values and…

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Business Exit Planning Key Tax, Investment and Income Decisions to Make Before 2026 Business Exit Planning: Key Tax, Investment and Income Decisions to Make Before 2026 18th December 2025

Reading Time: 4 minutesIf you’re thinking about exiting a business before 2026, you’ll need to consider much more than just minimising tax on sale. Business exit planning needs to cover a range of…

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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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