Lisa Vaughan Financial Planning Ltd

Lisa Vaughan Financial Planning Ltd Chartered Financial Planner at Lisa Vaughan Financial Planning Ltd. Providing bespoke financial planning for individuals, families and businesses.

Spent today on a Practical Guide to Marketing workshop. which was delivered by Lindsey Newman-Wood. Its helped me to thi...
13/05/2026

Spent today on a Practical Guide to Marketing workshop. which was delivered by Lindsey Newman-Wood. Its helped me to think about how I’m marketing my business through the various channels. I’m happy to admit that marketing is not a strength but I’m a keen learner. My to do list just got bigger 😅

Thanks Ryan Cragside from East Midlands Chamber - Derbyshire, Nottinghamshire, Leicestershire

Trusts are becoming a more common part of estate planning – but they’re not always straightforward.They can offer a way ...
29/04/2026

Trusts are becoming a more common part of estate planning – but they’re not always straightforward.

They can offer a way to pass on wealth with greater control, while potentially helping to manage inheritance tax. This can be particularly relevant as rules evolve, including upcoming changes to how pensions are treated.

However, trusts come with their own set of rules, including potential tax charges and ongoing responsibilities. They’re not a one-size-fits-all solution, and how they’re structured can make a significant difference to the outcome.

For many, the key is understanding how a trust fits into the wider estate plan, rather than viewing it in isolation.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

Read more: https://partnership.sjp.co.uk/article/detail/sjpp/can-a-trust-help-protect-your-estate

The new tax year is underway, and while many changes were expected, some could still have a meaningful impact.Dividend t...
22/04/2026

The new tax year is underway, and while many changes were expected, some could still have a meaningful impact.

Dividend tax rates have increased, Business Asset Disposal Relief has been reduced, and the rollout of Making Tax Digital introduces new reporting requirements for many.

At the same time, frozen thresholds continue to quietly shift more people into higher tax bands over time.

Looking ahead, further changes are already on the horizon, including updates to ISAs, pensions and property taxation from 2027.

With multiple moving parts, it’s a useful moment to take stock and understand how these changes may affect your wider financial plans.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.

Read more: https://partnership.sjp.co.uk/article/detail/sjpp/new-tax-year-round-up-of-rate-and-allowance-changes

Estate planning is essential for everyone, not just the wealthy. It helps to ensure your loved ones are cared for when y...
17/04/2026

Estate planning is essential for everyone, not just the wealthy.

It helps to ensure your loved ones are cared for when you’re no longer here. A solid estate plan alleviates stress and confusion for your family during a difficult time.

If taxes are minimised, it helps to keep more of your hard-earned money within the family, and means that your loved ones can benefit from your financial efforts without unnecessary burdens.

A clear plan helps to ensure that your assets are distributed according to your wishes. Without it, your wealth may not reach the people you intended.

Taking the time to establish an estate plan is a crucial aspect of financial well-being. It’s about securing your family’s future and ensuring they are taken care of.

A new tax year offers a natural moment to pause and reset.For many business owners, it’s a chance to step back from the ...
14/04/2026

A new tax year offers a natural moment to pause and reset.

For many business owners, it’s a chance to step back from the day-to-day and reflect on what’s working, what isn’t, and where to focus next. In a more uncertain environment, clarity around priorities and long-term direction is becoming increasingly important.

Rather than trying to do more, the emphasis is often on doing the right things – refining strategy, focusing on what’s within your control, and aligning the business with personal goals.

Small, considered adjustments at this stage can help set a clearer path for the year ahead.

Read more: https://partnership.sjp.co.uk/article/detail/sjpp/ten-tips-for-business-owners-heading-into-the-new-financial-year

Where the opinions of third parties are offered, these may not necessarily reflect those of St. James's Place.

I’ll be honest… updating my photos has been on my to-do list for far too long.I kept thinking “the current ones will do ...
01/04/2026

I’ll be honest… updating my photos has been on my to-do list for far too long.

I kept thinking “the current ones will do for now” — but I’ve been saying that for a few years now! I realised that my online first impression wasn’t really reflecting who I am anymore.

So, I finally did something about it.

I recently had a branding shoot with Maryanne Scott Photography, and it was a fabulous experience!

It wasn’t about having “perfect” pictures. It was about having current, authentic ones that feel like me. I think Maryanne did a fantastic job of doing just that and I highly recommend her.

(Some photos below — go easy on me 😅)

Had a busy day yesterday on the road seeing clients in the Leeds area. I knew I wasn’t going to have much time to eat an...
27/02/2026

Had a busy day yesterday on the road seeing clients in the Leeds area.

I knew I wasn’t going to have much time to eat and in an effort to try eat healthy, I took leftovers from the tea the night before. Some of you might call it ‘dinner’ but in Sheffield we call it ‘tea’ and I won’t be told otherwise 😁

Check out this heated lunch box that plugs into the car to keep the food warm!

You know what they say about the early bird?A strong tomorrow starts with building good habits today - and with the tax ...
27/02/2026

You know what they say about the early bird?

A strong tomorrow starts with building good habits today - and with the tax year coming to a close, now's the time to act.

Making use of your ISA allowance, reviewing your retirement planning, and taking advantage of available tax reliefs can all help you make the most of this year's opportunities.

The clock is ticking. Don't leave it too late - make year-end tax planning part of your financial tradition. Contact me today partnership.sjp.co.uk/advice-and-services/tax-year-end/?partner=lisavaughan

The value of your investment can go down as well as up. You could get back less than you invested.

Taxation rules can change at any time and are dependent on individual circumstances.

Lisa Vaughan Financial Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The St. James's Place Partnership' and the titles `Partner` and `Partner Practice` are marketing terms used to describe St. James's Place representatives.

SJP Approved 27/02/2026

Spent the day at today, discussing business planning and client servicing. Now killing time ahead of a 6pm client meet...
24/02/2026

Spent the day at today, discussing business planning and client servicing. Now killing time ahead of a 6pm client meeting. No two days are ever the same!

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Dunston Innovation Centre, Dunston Road
Chesterfield
S418NG

Opening Hours

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

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