Cash management is a key component of any financial planning strategy. Maintaining a healthy cash reserve helps you cover emergency expenses and short-term spending needs without having to access your longer-term investments…

Proposed Government changes to pension death benefits from 6^th April 2027 are set to have significant implications for estate planning.

At present, unused pension funds can typically be passed…

You may have heard of the gender pay gap, but have you heard of the gender pension gap?

The gender pension gap refers to the difference in pension income…

The National Insurance replacement credits service is designed to help certain parents and carers cover gaps in their National Insurance record.

Although it was originally planned to launch in…

The new tax year brings a number of important changes that may affect your income, investments, and longer‑term planning. While many tax rates have not increased, the overall tax burden is rising…

Global markets experienced some fluctuations the past few weeks following the US attacks on Iran, with oil prices seeing the most noticeable increase, and it is likely that markets will remain volatile…

Members of the Eldon team were delighted to attend the High Sheriff Youth Awards last month, celebrating young people across County Durham.

Organised by Point North (the community foundation…

HM Revenue & Customs (HMRC) has updated its process for issuing tax refunds to employees and pensioners under PAYE. If you are due a refund, you may no longer receive it automatically…

Experienced sailors don’t wait for rough seas to think about how they’ll respond. They prepare in calm conditions, knowing storms are inevitable. Investors face the same reality. Market volatility is not a…

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…