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

Discretionary Trust Tax Changes

Managing a discretionary trust comes with complex tax rules, and the recent Budget announcements mean some important changes are on the horizon.

We have provided a summary of…

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Festive Opening Hours

As the festive season approaches, we’d like to let you know our opening hours over Christmas and New Year:

Eldon’s office will close at 2:00 pm on Wednesday 24th

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The Importance of Wills

Planning for the future isn’t just about saving money or investing wisely, it’s about making sure your wishes are respected when you’re no longer here. A will is a legal document that…

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How is the High Income Child Benefit Charge (HICBC) calculated?

Child Benefit is provided to households with eligible children. However, if the claimant or their partner has an adjusted…

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Recent Success at Eldon

Autumn has already seen some great achievements at Eldon, which we’re pleased to share.

To kick off the season, Director of Operations and Chartered Financial Planner, Adam, won the…

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Welcome, Amy!

Earlier this month, Eldon welcomed Amy Laroche as a new addition to our paraplanning team. We are excited to have Amy as part of our team, and we can’t wait to see…

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For decades, most of us follow a well-worn path: earn, save, invest, repeat. We work hard to build a retirement fund that will one day give us the freedom to live on…

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The Ministry of Justice has confirmed that application fees for Lasting Powers of Attorney (LPA) will rise from £82 to £92 per document from 17th November 2025, subject to parliamentary approval. Repeat…

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State Pension Age Review

The Pensions Act 2014 requires the government to conduct a periodic review of the State Pension age (SPA). The first review concluded in 2017, and the second review concluded in 2023. The…

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Supporting Future Careers

Beth and Natasha recently had the pleasure of attending the Careers Fair at Park View Academy in Chester-le-Street. The event was a great opportunity to engage with students, share insights into the…

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