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 financial planning profession, and highlight the rewarding career paths available within the sector. Throughout the event, students were able to ask questions, explore …

We’re incredibly proud of our team for undertaking the 2025 Alzheimer’s Society Trek through the North York Moors on Saturday. The experience was a far cry away from our 2023 Ullswater Way trek, which we undertook in wild and stormy weather in the Lake District. This North York Moors challenge was blisteringly hot, with no …

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 time in clinical trials at the NHS before joining Eldon in April 2025 to support us with both administration and paraplanning. Samantha will now be working …

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% year-on-year increase. The broader picture shows the 2024/25 tax year setting a record £8.2 billion in IHT receipts. This growth isn’t new; since …

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 team will be split into two groups, with one covering 26 miles, while the other covers 13 miles. The two routes incorporate stunning …

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 look forward to supporting her growth as she develops her career in paraplanning with us. Here’s a little bit about Samantha: “I joined …

Market Situation Trump’s ‘Liberation Day’ announcement of universal and country-specific tariffs has increased uncertainty in trading worldwide. As is typical, uncertainty leads to increased market turbulence. This US stance risks creating inflation and/or recession in various markets around the world. It is certainly big news. Markets have quickly adjusted to the prospect of lower company …

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 £85,000 to £110,000. The FSCS currently protects 100% of the first £85,000 held by an individual, per UK-regulated financial institution (not per account). Joint …

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 that people rely on and trust. With HMRC, we have recently seen an example of a scam letter, and at first glance, the …

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 the financial services industry in 2020 as an Accounts Assistant and in 2022, I transitioned into a Paraplanning role, where I discovered that a customer-focused career path was the …