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

Seasons Greetings

With only a few more doors to open on your advent calendar, Christmas is just around the corner!

Office Hours

The office will close on Christmas Eve at lunchtime, reopening again on Tuesday 4th January 2022….

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Trust registration Service

On September 1, the Trust Registration Service (TRS) finally opened for the registration of non-taxable trusts.

Previously, only trusts that have UK tax to pay had to register for the TRS but all UK express trusts,…

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As announced in the Autumn budget, any capital gains tax liability arising on the sale of UK residential property will now need to be paid within 60 days of the date of completion of…

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Welcome to the Team: Tom’s Bio

This week, Eldon welcomed Tom Babbé as a new addition to our paraplanning team.

Below is a short introduction from Tom:

I graduated from Newcastle University in 2021 with a Mathematics BSc degree and joined Eldon…

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Autumn Budget 2021

On Wednesday 27th October, the Chancellor, Rishi Sunak, unveiled his plans for the Autumn budget including a proposed £150 billion post-Covid spending spree by 2024/25. He admitted that inflation is set to rise on…

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Financial Scams

The UK experienced rising levels of fraud throughout the coronavirus pandemic and it is estimated that more than £750m was stolen from consumers in the first six months of 2021. According to UK Finance,…

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Many savers will be aware of how low interest rates are at present and have been for several years now, with the most competitive rates on easy access savings accounts currently around 0.50% pa…

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Health and Social Care Levy

Following the announcement by Boris Johnson on 7th September, we have outlined below points for consideration:

Social Care Plan

A new social care tax is set to be introduced across the UK to fund reforms to…

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Exam Success

We are very pleased to announce that both James and Adam have passed their latest exams and have now completed the Advanced Diploma in Financial Planning meaning they are now Chartered Financial Planners!

The…

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Congratulations James!

Huge congratulations to our very own Paraplanner James Hunt who has stepped up to be a Financial Planner.

James started his career in Financial Services in 2015 when he left University with a degree…

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