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News

The Financial Egg Hunt: Finding hidden wealth opportunities The financial egg hunt: Finding hidden wealth opportunities 17th April 2025

Reading Time: 3 minutesAs financial planners, we love uncovering overlooked financial opportunities that can help to boost our clients’ wealth. Whether it’s hidden fees, unused allowances, or missed tax-saving strategies, we often find…

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Spring ahead with a seasonal financial review Spring ahead with a seasonal financial review 10th April 2025

Reading Time: 3 minutesIt’s that time of year when many of us give our homes a spring clean, but have you ever considered applying this to your finances? If you want to manage…

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Strategic Tax Planning for High Earners: how to avoid common mistakes Strategic tax planning for high earners: How to avoid common mistakes 3rd April 2025

Reading Time: 3 minutesWith the start of the new tax year on April 6th, it’s essential that high earners have a tax-efficient approach to ensure wealth preservation. There are various strategic tax planning…

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Align money with what matters Making Life Count: Aligning your money with what matters 27th March 2025

Reading Time: 3 minutesMany people assume that simply having more money means they will be happier. Although it certainly helps in terms of life’s comforts, it’s important to have a purpose when you…

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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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