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

One of the most common phrases heard from retirees is ‘I don’t know how I had time to work before’. Indeed many people find they are busier than ever during retirement, but just how important is it to fill your time throughout retirement, and what are the common things people do? Holidays/Travel Although everyone is …

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The minimum contribution to a workplace pension currently stands at 8%. This 8% consists of a minimum of 3% from your employer. This leaves you with the remainder of 5% to pay. But what happens when you have been furloughed during Covid-19? The government’s coronavirus Job Retention Scheme will cover the contribution made by your …

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In periods of uncertainty, such as those of recent times, the importance of estate planning is ever highlighted. Careful financial planning can be undone by the absence of a Will, or indeed the execution of and outdated one. For many people, there has been a surge in requests for Will writing, putting in place Powers …

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Our enforced working from home meant that Jan Davies, our Administrator, retired from Eldon by ‘slipping quietly out the back door’ rather than leaving with our planned celebrations. Nevertheless, we all recognised her 5 years’ loyal service by raising a glass and eating cake in her honour! Jan’s career spanned 44 years and before joining …

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During this time when change is inevitable and fast-moving, here at Eldon we are keen to ensure we maintain open and transparent communication with our clients and our team. We take our commitment to our clients seriously. Our investment in secure technology and stringent continuity plans has enabled us to be very well prepared, and …

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Here at Eldon, we are keen to ensure the health of our team, our clients and all their respective families and friends too. We are conscious that as active members of society we have many reliant upon us to provide reassurance and support in these times and we are keen to provide this in the …

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Dementia Friends

The Alzheimer’s Society Dementia Friends programme is the biggest ever initiative to change people’s perceptions of dementia. The aim is to transform the way we think, act and talk about the condition. Eldon recently invited Sheila, a lovely Dementia Friends Champion, to our annual conference as a guest speaker. A Dementia Friends Champion is a …

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The deadline for submission of Self Assessment tax returns for the 2018/19 tax year is approaching and is 31st of January 2020. It is important that all of our clients to whom this is applicable ensure that tax returns are completed by the deadline. If you believe you should complete a Self Assessment tax return, …

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There are key points in life which may prompt a need to engage with the tax system such as; having children, entering work, saving for or drawing a pension, and helping others who need support. The independent Office of Tax Simplification (OTS) has produced a report which highlights how individual’s engaging with HMRC when these …

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As we head toward the end of 2019 and our Christmas break there is a feeling of festivity here at Eldon. Like Santa and his elves, we too are busy ensuring everything is in order as the year comes to a close. We will continue to be in the office and available until lunchtime on …

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