Carole Benn Wealth Management Ltd

Carole Benn Wealth Management Ltd I set up Carole Benn Wealth Management in 2014, after 25 years in the Financial Services Industry.

An additional 10,500 estates are expected to become liable for IHT as a result of the rule change in the 2027/28 tax yea...
01/09/2026

An additional 10,500 estates are expected to become liable for IHT as a result of the rule change in the 2027/28 tax year. A further 38,500 estates are expected to face a higher IHT bill.

People who may be affected include those with larger pensions, valuable property and families expecting to inherit significant wealth.

Do not make rushed decisions. Start by understanding the value of your estate and reviewing whether your plans are still suitable.

How pension changes could affect your inheritance tax plans

Keeping it in the family: planning ahead for business succession.Prepare. Plan business succession as early as possible....
26/08/2026

Keeping it in the family: planning ahead for business succession.

Prepare. Plan business succession as early as possible. This can help ensure the process is smooth when the time comes, maximising value and tax efficiency.

Understand the value. Succession planning starts with accurately calculating the value of your business.

Communicate. Take time to have regular, open and honest conversations with all family members about your plans and intentions.

Keeping it in the family: planning ahead for business succession

How do you make a financial plan, when the world is so uncertain? With the Iran-US conflict now in its sixth month, a fl...
18/08/2026

How do you make a financial plan, when the world is so uncertain?

With the Iran-US conflict now in its sixth month, a flurry of reports of a possible peace deal, swiftly followed by a resumption in hostilities, have left investors baffled as to what happens next. With no sign of an end to the ‘on again, off again’ status, we look at how best to survive recent, and ongoing, volatility.

Keeping perspective as the Iran conflict resumes

Many women will become recipients of large sums through bereavement and divorce over the next few decades.A robust netwo...
11/08/2026

Many women will become recipients of large sums through bereavement and divorce over the next few decades.

A robust network will provide emotional and financial support during difficult times.

If you receive a large sum, don’t rush into making any decisions about what to do with it.

When finances change overnight: inheritance, divorce and new responsibilities

Calculating how much your business is worth is a key first step in getting the best possible price for it.Businesses tha...
05/08/2026

Calculating how much your business is worth is a key first step in getting the best possible price for it.

Businesses that are particularly innovative, show great future potential or can demonstrate solidly repeatable profits are the ones most likely to be able to boost their value. It also helps if you’re prepared to stay on for a year or two as part of the handover.

We can help you to understand how much you’ll need to earn from the sale to fund your future plans.

The price is right: how much could you sell your business for?

The Bank of England has voted to keep the central interest rate at 3.75% as had widely been expected.Six members of its ...
31/07/2026

The Bank of England has voted to keep the central interest rate at 3.75% as had widely been expected.

Six members of its Monetary Policy Committee (MPC) voted to keep rates on hold, with three voting for an increase. This compared to a seven-two vote in the previous MPC meeting.

Interest rates on hold…for now

The tax treatment of your income and gains depends on how long you lived overseas.Qualifying UK residents receive four y...
29/07/2026

The tax treatment of your income and gains depends on how long you lived overseas.

Qualifying UK residents receive four years of tax relief on certain worldwide income and gains, under the foreign income and gains regime.

The complex and changing tax landscape highlights the value of professional advice for anyone considering returning to the UK.

Coming home to retire? Tax implications for returning expats

The great wealth transfer is one of the biggest factors behind the substantial growth in female-held wealth.Many women f...
22/07/2026

The great wealth transfer is one of the biggest factors behind the substantial growth in female-held wealth.

Many women face financial challenges, such as the gender pay gap, which in turn contributes to the pensions and investment gap.

Accessing financial advice can boost confidence about managing money, while more than one in ten women prefer a female adviser.



Women and wealth: A growing frontier

The key people in your business are those who you rely on heavily for the company to function successfully. It may be a ...
15/07/2026

The key people in your business are those who you rely on heavily for the company to function successfully. It may be a director or an employee with niche expertise or talent.

Key person insurance can help keep your business afloat in the event that a key person in your company falls seriously ill or dies.

Shareholder protection insurance allows existing shareholders to retain their equity stake in the company if a key person, such as the founder or chief executive, passes away.

Could your business survive losing its most valuable person?

The executor is the person responsible for carrying out the wishes set out in the Will.Probate is the legal process of d...
10/07/2026

The executor is the person responsible for carrying out the wishes set out in the Will.

Probate is the legal process of distributing someone’s estate (their cash, property, assets and possessions) after they die.

If inheritance tax (IHT) is due on an estate, this must be paid to HM Revenue and Customs (HMRC) by the end of the sixth month after the person died (interest accrues on an unpaid bill after this deadline).

Managing finances in bereavement

Address

22a Victoria Road
Hale
WA159AD

Opening Hours

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

Telephone

+447733286323

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