Our Latest News & Insights
The Beaufort Wealth Management News & Insights section has been designed to provide our clients with access to our personal finance magazines and financial guides which feature informative and relevant financial news. Click on our magazines and guides below to view them.
Long-term care – how to plan for your future
Securing your financial wellbeing in later life starts with early preparation Thinking about care in your later years may seem premature, especially if you are
The self-employed pension gap
Are you sleepwalking into a crisis? Some freelancers are neglecting their financial future, according to new research: nearly two-thirds of self-employed and freelancers are failing
Key steps to take before the tax year ends
Why you should act now: Have you used your allowances before 5 April 2026? With the 2025/26 tax year-end fast approaching, now is the time
Is your income protected?
Half of UK workers see income protection as vital, yet only 27% have it Recent research reveals a striking insight. 50% of the UK’s working
Living with uncertainty
How to navigate financial unpredictability The world feels more uncertain than ever, with 83% of UK adults agreeing that life has become less predictable, according
Smart gifting
Tax-free ways to support your children and grandchildren Passing wealth to the next generation is a primary concern for many families, yet the complexities of
Are you holding too much in cash?
Falling inflation and rate cuts could change how savers think about their money Cash is often regarded as a safe haven in personal finance. It’s
Pensions to fall under Inheritance Tax rules from April 2027
How upcoming changes could affect estate valuations and beneficiary payouts In the previous 2024 Autumn Budget, the Chancellor announced that the Inheritance Tax (IHT) thresholds,
VAT on private school fees: the increasing cost of education
How new tax rules are reshaping family finances and long-term planning From 1 January 2025, private schools across the UK were required to apply 20%