News & Blog

Guide: Your guide to planning for later-life care

Thinking about life after you finish work usually involves planning for your retirement. This means considering how to enjoy your hard-earned wealth, perhaps by travelling, spending time with friends and family, or treating yourself to something you’ve always dreamt...

5 questions to answer before you withdraw a pension lump sum to reduce Inheritance Tax

From 6 April 2027, many unused pension pots will be included in Inheritance Tax (IHT) calculations. Since the government announced the change in the 2024 Autumn Budget, an increasing number of people have opted to withdraw their tax-free lump sum from their pension as...

4 ways you could choose to pass on assets to loved ones

Do you want to create a legacy by passing on assets to your loved ones? There’s more than one way to do it, and you might want to combine several different options. As part of your estate plan, you might want to consider who you’d like to benefit from your estate and...
Is the default pension fund right for you?

Is the default pension fund right for you?

*Any links in this article will direct to a third-party website and Solus Financial Planning is not responsible for the accuracy of the information contained within linked sites. How your pension is invested will affect its value and the income it will provide you...

How cashflow planning turns numbers into possibilities

How cashflow planning turns numbers into possibilities

When you’re making financial decisions, it can feel like you’re faced with indecipherable numbers. You might know how much you have in your bank account or pension, but what does the figure mean for your future? Cashflow planning can turn the numbers into...

Your Autumn Budget update, and what it means for you

Your Autumn Budget update, and what it means for you

After months of speculation and rumour, chancellor Rachel Reeves has delivered the Autumn Budget for 2025. In this update, we’ll explain the key changes and what they mean for you.  Last year, in her maiden Budget, the chancellor sought to balance the public...

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