True Potential Wealth Management-Marcus Gill

17/01/2026

Thinking about taking from your pension pot while still working?

In this expert blog, we outline the key points to consider, including how pension withdrawals are taxed and the Money Purchase Annual Allowance works, to help you make an informed decision.

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Capital at risk. The value of investments can go down as well as up. Pension eligibility and tax rules apply.

25/12/2025

Wishing you a Merry Christmas from all of us at True Potential

11/12/2025

Over the next two decades, trillions are set to be passed down in the UK’s biggest-ever wealth transfer. Are you prepared to manage what you inherit?

Our expert blog explores the key considerations to take when preparing to inherit wealth, from understanding the tax implications to making a goal-based financial plan.

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Capital at risk. The value of investments can go down as well as up. Tax is subject to an individual’s personal circumstances, and tax rules can change at any time.

03/12/2025

This December, we are proud to support Cash for Kids and their Mission Christmas campaign for the seventh year running, helping children across the North East and UK who are living in poverty. Mission Christmas ensures that children who may otherwise wake up without a gift receive something special, bringing joy and dignity to families in our local communities.

Throughout the month, our staff will be collecting gifts and fundraising to support the campaign, helping bring warmth, joy, and hope to children who need it most.

21/11/2025

We are thrilled to announce that True Potential secured five awards at the Financial Adviser Service Awards 2025 last night.

Now in their 35th year, these awards highlight the best in service provision to advisers and their clients from across the financial services industry.

We’re honoured to have been awarded five of the highly regarded ‘Five Star’ accolades at last night’s ceremony:
- Back Office and Support Services Providers
- Discretionary Fund Managers
- Investment Providers
- Pensions & Protection Providers
- Platform Providers

Each accolade is recognition of the excellence we continue to strive for across our products and services.

11/11/2025

The 2025/26 tax year has passed its halfway point; an ideal time to assess how much of your tax allowances you’ve used so far.

Whether it’s adjusting your pension contributions, topping up your ISA, or considering charitable gifts, our expert guide outlines steps you could take to help you make the most of your money this tax year.

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Capital at risk. The value of investments can go down as well as up. Pension eligibility and tax rules apply. ISA eligibility and tax rules apply.

22/10/2025

22/10/2025

When it comes to managing family finances, one of the biggest challenges couples can face is balancing saving with investing for the future.

From setting joint financial goals to managing your budgeting and investment strategies, our expert guide explores how you can bridge the savings vs investing gap while working towards your family's long-term financial objectives.

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Capital at risk. The value of investments can go down as well as up.

16/10/2025

16/10/2025

ISAs aren’t just for saving. They could also form part of your retirement strategy.

From supplementing your retirement income to navigating inheritance planning, our expert blog explores how ISAs could help you build a plan tailored to your lifestyle and goals.

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Capital at risk. The value of investments can go down as well as up. ISA eligibility and tax rules apply.

02/10/2025

Have you thought about how you’ll leave your wealth behind? Taking the time to plan your estate could give you peace of mind, both now and for the future.

Our recent blog breaks down considerations for leaving wealth to your loved ones, from setting up Wills and trusts, to understanding Inheritance Tax and naming beneficiaries.

Read the blog in the link below.

The Financial Conduct Authority do not regulate Will Writing, Tax Advice and Estate Planning.