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Passing wealth down the generations, for most, is an important part of their inheritance planning process. Until pension freedoms came into force on 6th April 2015, it was difficult to include personal pension funds in this planning. The introduction of ‘Flexible Pension Drawdown’, not only changed the accessibility of pension funds, but also allowed any …

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An “expression of wish” form is a vital piece of the pension jigsaw. This enables you to nominate one or more people to benefit from your private and/or occupational pension schemes, should you die before retirement. It’s like having a Will for your pensions, and with legislation being complex, it can be a simple way …

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Last year, the focus of Financial Capability Week was on talking about money. It isn’t hard to see why; talking about money and finances in general is perhaps one of the last classic British taboos. Yet money is such a big part of all our lives, so it’s odd that we feel so uncomfortable being …

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The former Chancellor George Osborne was a big fan of ISAs, showing an enthusiasm to create a new one whenever he possibly could. He was such a fan that during his tenure between 2010 and 2016 he almost doubled the ISA allowance from £10,200 to £20,000, and in addition to the humble cash ISA and …

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Well the snow here is starting to melt, the Easter eggs are in the shops and so minds start to turn to getting ready for the year ahead with the traditional ‘spring clean’. Spring is a time of renewal, when you clear out the clutter and determine what you want to keep and what you …

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On 9th January this year the long-anticipated ban on pensions cold-calling came into place. This is a welcome step forward in preventing pension scammers from accessing hard-earned retirement funds and comes three years after a campaign to ban the practice started – led by Darren Cooke. Last year the FCA published a report analysing pension …

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Over the past couple of months we have seen increased volatility, which has resulted in lower ‘year on year’ investment performance in comparison to the last couple of years. You often hear that uncertainty is a cause of volatility. This suggests however that uncertainty comes and goes – in reality it is with us all …

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We are all currently feeling very festive at Eldon, and are today rushing around like Santa’s elves to ensure that everything is in order as we approach the Christmas break. Our last day in the office is today, Friday 21st December. The office will not be staffed on Christmas Eve after Tony contracted a severe …

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Okay so I doubt ‘financial advice’ will make it onto many letters to Santa but as there is no doubt that the ‘most wonderful time of the year’ can also be one of the most expensive for families as well this got us thinking… What advice can we give at Christmas time to make sure …

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We are delighted to announce that Eldon has just been awarded the highly sought after accolade of UK “Chartered Financial Planning Firm of the Year” by our professional body, The Personal Finance Society (PFS). In addition, Director Gemma Siddle reached the final three in the individual UK “Chartered Financial Planner of the Year” category for …

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