Eldon Financial Planning Limited -
(01325) 318000
enquiries@eldonfinancial.co.uk

Eldon Success!

We are delighted to announce that Trainee Paraplanner Samantha has now gained her Diploma in Financial Planning.

Samantha started her studies in March 2024 whilst she was working full…

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Inheritance Tax on the Rise

Inheritance tax (IHT) continues to generate increasing revenue for HMRC, with April 2025 alone bringing in £800 million. This is a rise of £97 million compared to April 2024, or a 13.8%…

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Trekking for Alzheimer’s Society

On 12th July, the Eldon team will be participating in The Alzheimer’s Society Trek across the North Yorkshire Moors, along with over 700 other walkers, to raise money for the charity. Our…

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Welcome, Samantha!

Earlier this month, we were delighted to welcome Samantha to the Eldon team. She will be supporting us with both administration and paraplanning, and we’re thrilled to have her on board. We…

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Market Situation

Trump’s ‘Liberation Day’ announcement of universal and country-specific tariffs has increased uncertainty in trading worldwide. As is typical, uncertainty leads…

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In a significant update for UK savers, the Prudential Regulation Authority (PRA) has today proposed an increase to the deposit protection limit under the Financial Services Compensation Scheme (FSCS), raising it from…

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Financial Scams – Stay Vigilant

Financial scams have become much more prominent and sophisticated in recent years. A few examples that are concerning include those purporting to be HMRC, phone companies, and banks. These are all companies…

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Welcome to the Team, Charlotte!

Eldon welcomed Charlotte Scott as a new addition to the paraplanner team this month.

Below is a short introduction from Charlotte:

“I began my career in…

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Self Assessment Tax Return Deadline

The deadline of 31st January 2025 for submitting Self Assessment tax returns for the 2023/24 tax year is fast approaching. If you need to submit a tax return, it is important to do so…

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Christmas Opening Hours

Eldon’s office will close at 2:00 pm on Tuesday 24th December, reopening on Thursday 2nd January 2025.
If you have any urgent questions over this period, please email them to enquiries@eldonfinancial.co.uk and we will make…

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