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Attivo We’re Attivo. Lifestyle Financial planners, here to make your financial
future simpler

Could the April 2027 pension changes affect how much of your wealth reaches your loved ones?In this case study, Attivo c...
26/10/2026

Could the April 2027 pension changes affect how much of your wealth reaches your loved ones?

In this case study, Attivo client Margaret’s estate rises from £1.9 million to £2.2 million once pension savings are included.

However, with financial planning support, her estimated IHT liability is reduced by £240,000 over seven years.

Find out more here: https://eu1.hubs.ly/H0zc5210

Your 30s, 40s and 50s can be busy financially – from growing your income and supporting your family to planning ahead fo...
20/10/2026

Your 30s, 40s and 50s can be busy financially – from growing your income and supporting your family to planning ahead for the future.

In our latest article, we explore how cash flow planning, tax planning and financial protection could help you take care of your wealth as it grows.

Whether you’re balancing several priorities at once or simply want to feel more confident about what comes next, small, considered steps today can help support your longer-term goals.

Read the article here: https://eu1.hubs.ly/H0z2pGF0



This article is for general information purposes only and does not constitute financial advice, a personal recommendation, or a guarantee of outcomes.

From April 2027, most unused pension funds and pension death benefits will be included within a person’s estate for inhe...
19/10/2026

From April 2027, most unused pension funds and pension death benefits will be included within a person’s estate for inheritance tax purposes.

For some families, this could increase a future inheritance tax liability and affect the residence nil-rate band.

This case study shows how careful estate planning helped reduce one client’s estimated IHT liability from £520,000 to £280,000 over seven years.

It also highlights why regular reviews matter, especially when tax rules, family circumstances or income needs change.

Read the full article to see how planning can help protect more of your wealth for the people who matter most: https://eu1.hubs.ly/H0zc5280

15/10/2026

Your pension pot is not a retirement plan.

Let us explain...

Your pension is the pot of money you have built up for retirement through regular contributions and investment growth. This can include workplace pensions, personal pensions and self-invested pensions. In the UK, this also includes the State Pension.

A retirement plan is different. It is the strategy for how you draw from that money, so you can support the income you need and meet your spending objectives now and in the future.

Because retirement does not look the same for everyone. The key is having a plan that works for your life, not just a pension pot.

A good place to start is by booking a no-obligation, free consultation with us, where we can discuss your goals and next steps: https://eu1.hubs.ly/H0z6p2f0

If you decide to go ahead with advice, charges may apply – these will be explained before you commit. Any decision to invest should be made in the context of your individual circumstances and financial objectives. The value of investments and any income from them can fall as well as rise, and you may get back less than you invest.

Building and maximising your wealth? As your income, responsibilities and goals evolve, your financial plan may need to ...
13/10/2026

Building and maximising your wealth? As your income, responsibilities and goals evolve, your financial plan may need to evolve too.

In the second article of our life stages series, we look at practical steps that can help you take care of your wealth as it grows, including:

Reviewing your tax position.
Understanding your cash flow.
Protecting your finances and family.
Making informed decisions for the future.

Growing wealth is important – but so is protecting what you’ve built.

Read the article here: https://eu1.hubs.ly/H0z2p530



This article is for general information purposes only and does not constitute financial advice, a personal recommendation, or a guarantee of outcomes.

A great way to round off the summer.Attivo was delighted to attend the recent Supercar Driver End of Summer Social at Da...
12/10/2026

A great way to round off the summer.

Attivo was delighted to attend the recent Supercar Driver End of Summer Social at Daylesford, bringing together members, partners and guests for an afternoon of great hospitality, impressive cars and plenty of conversation.

Associate Director & Chartered Financial Planner Nadine Perry, Head of Marketing Laura Burridge and Founder of Attivo Stephen Harper enjoyed catching up with clients, meeting many more Supercar Driver members and making new connections throughout the day.

As a proud partner of Supercar Driver, it was fantastic to spend time with such a passionate community and be part of another memorable event.

Thank you to Supercar Driver for hosting a fantastic day. We look forward to the next one.

What could the 2026 Autumn Budget mean for your financial plans?Our pre-Budget overview traces the main proposals back t...
08/10/2026

What could the 2026 Autumn Budget mean for your financial plans?

Our pre-Budget overview traces the main proposals back to their sources, from the personal allowance and Capital Gains Tax to the State Pension triple lock.

It also explains why an adaptable financial plan can help you respond to confirmed changes without losing sight of your long-term goals.

Read our overview here: https://eu1.hubs.ly/H0yXV4W0

How do you know if a message from your Financial Planner is genuine?As Cybersecurity Awareness Month brings online safet...
02/10/2026

How do you know if a message from your Financial Planner is genuine?

As Cybersecurity Awareness Month brings online safety into focus, it is a timely reminder that financial scams are becoming increasingly convincing. Fraudsters may impersonate financial planners or wealth managers using professional language, familiar investment terms, copied branding and contact details that look almost genuine.

They may contact you by email, text or WhatsApp and ask you to act quickly, share information, click a link or transfer money.

Be especially cautious if:
• The message is unexpected or comes from a new email address or telephone number.
• You are pressured to make an urgent payment or financial decision.
• You are asked to click a link, open an attachment or share personal, financial or security details.
• The investment advice is unsolicited, generic or promises unusually attractive returns.
• The opportunity is described as exclusive, confidential, time-limited or “just for you”.

If something does not look or feel right, stop. Do not use the contact details or links in the message. Contact your Financial Planner using details you already trust and check the firm independently using the FCA Firm Checker.

Read our full article for the warning signs to look for and the steps to take if you think you have been targeted: https://eu1.hubs.ly/H0yMzQr0

If a message claims to be from Attivo and does not feel right, contact your Financial Planner or the Attivo Client Services team on 01242 585444 using contact details you already trust.

Stop. Check. Verify.

Could you end up paying more Inheritance Tax than you need to?With thresholds frozen, asset values rising and – most imp...
01/10/2026

Could you end up paying more Inheritance Tax than you need to?

With thresholds frozen, asset values rising and – most importantly – significant changes to IHT due in April 2027, more families are being drawn into scope than ever before.

A helpful first step in planning for the changes is knowing what the impact could be for you.

Try our IHT Calculator for an indication of your potential IHT bill today: https://eu1.hubs.ly/H0yKTtj0



Source: Office for Budget Responsibility (OBR) – Tax by tax, spend by spend: Inheritance tax. Available at: https://eu1.hubs.ly/H0yKTsG0

This tool is for illustrative purposes only.

Congratulations to the team who recently took on and completed the Vanguard Tough Mudder challenge.You represented Attiv...
30/09/2026

Congratulations to the team who recently took on and completed the Vanguard Tough Mudder challenge.

You represented Attivo brilliantly from start to finish. 🏅

Beyond completing the course, we were particularly proud to hear the team turned back to help others through one of the tougher obstacles after finishing it themselves. A great example of teamwork and support that really conveys the spirit of Attivo.

Address

Attivo, Honeybourne Place, Jessop Avenue
Cheltenham
GL503SH

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441242585444

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