Abacus Wealth Planning Ltd

13/05/2026

08/12/2025

🎄 Festive Opening Hours 🎄

As we head into the festive season, please see our updated opening times for December.

If you need any assistance while we are closed, please contact:

Adrian Pope: [email protected]
Paul Moisey: [email protected]

Wishing everyone a very Merry Christmas and a Happy New Year from all the staff at Abacus Wealth Planning.

27/11/2025

Autumn Budget 2025 – At a Glance

The Chancellor’s Autumn Budget raises £26bn through tax freezes and small increases to dividend, savings, and rental income taxes, while leaving pension tax relief, tax-free cash, and Inheritance Tax rules on gifting unchanged.

Key points include:

Changes to ISA limits for under-65s from 2027

A future limit on NI exemption for salary sacrifice and pensions from 2029

Continued triple lock increases to State Pensions

New High Value Council Tax surcharges on properties over £2m from 2028

Investors in VCTs face reduced upfront relief

Unused business and agricultural relief allowances become transferable between spouses from 2026.

Overall, the Budget focuses on raising revenue with modest impact on everyday pensions and allowances.

Contact us if you want to discuss the impact of any of the above changes.

03/11/2025

Welcome to the 2025 autumn edition of our quarterly client newsletter, which provides topical financial articles.

In this addition we cover:

- Modern Retirement Living
- Making Tax Digital
- Self-invested personal pensions
- Rising impact of inheritance tax
- Holiday scams

Use this link to access the newsletter: https://abacuswealthplanning.com/newsletters.php

13/10/2024

Graduation

18/12/2023

Here's our opening hours for the festive period.

From all the staff here at Abacus Wealth Planning we wish you all a Merry Christmas and a Happy New Year.

21/04/2023

Our new meeting room is now ready for client meetings. Book an appointment with one of our advisers on 01277 219594

17/04/2023

Check out our FREE Spring 2023 Newsletter which is now available for you to read.

To get your copy please click this link :
https://www.abacuswealthplanning.com/Newsletter-Spring-2023.pdf

If you are after friendly and impartial financial advice contact us to arrange a Free No Obligation Meeting with one of our Advisers.

Call: 01277 219594

Email: [email protected]

31/03/2023

It’s been a busy week, but we are now in our new home! If you’re in Brentwood pop in and say hello.

05/02/2020

Check out our FREE Winter 2019/2020 Newsletter which is now available for you to read.

To get your copy please click this link :
https://www.abacuswealthplanning.com/Newsletter-Winter-2019.pdf

If you are after friendly and impartial financial advice contact us to arrange a Free No Obligation Meeting with one of our Advisers.

Call: 01277 219594
Email: [email protected]