News & Blog

Guide: 7 allowances you might want to use before the end of the 2024/25 tax year

When a new tax year starts, many allowances reset. So, checking if you could use these valuable allowances before 5 April 2025, when the 2024/25 tax year ends, might help your money go further. It’s important to understand which allowances fit into your financial plan...

Investment market update: January 2025

Concerns around potential trade wars following President Trump’s inauguration weighed on investment markets in January 2025, but there was positive news too. Read on to discover some of the factors that may have affected the performance of your investments. Keep in...

Is your estate worth more than £2 million? Your Inheritance Tax liability could be higher than you expect

Often dubbed the “most hated tax” in the media, Inheritance Tax (IHT) is a tax on your estate when you pass away, which could reduce how much you leave behind for family and friends. If your estate is worth more than £2 million, the potential IHT bill might be higher...
Investment market update: January 2025

Investment market update: January 2025

Concerns around potential trade wars following President Trump’s inauguration weighed on investment markets in January 2025, but there was positive news too. Read on to discover some of the factors that may have affected the performance of your investments. Keep in...

State Pension: Everything you need to know in 2025/26

State Pension: Everything you need to know in 2025/26

For many pensioners, the State Pension provides a foundation to build their retirement income. Whether you’re already claiming the State Pension or it’s still some years away, here’s what you need to know in 2025/26. In the 2025/26 tax year, you can claim the State...

Trust

First and foremost, it’s about trust. We can get together, have a coffee and see whether we think we can work together and whether I can add value to your financial planning.  If you don’t think we’re a good fit that’s fine, there’s no pressure or obligation to continue and there’s no cost involved.

Discuss

If you want to take it to the next step, we’ll talk about you. Your ambitions, your plans but also your concerns and worries. We’ll take some time to discuss what you’d like your future to look like. We believe that we can’t advise you on your money until we really understand what you want to achieve.

Plan

Once we do understand, we can start to build your future from a financial perspective. You’ll be involved all the way; after all, it’s your life and your plan. We just crunch the numbers.

We have been with Gavin for well over a decade. His friendly, patient and thorough approach to planning and explaining things to us is very reassuring. We regularly go through the current state of our financial situation with Gavin and value the on-going, personal advice.

Get in Touch

Saxon House, 27 Duke Street, Chelmsford, CM1 1HT

01245 984546

hello@solusfinancial.co.uk