A & K Financial Management Limited

A & K Financial Management Limited We are a family run financial advice practice specialising in pensions, investments, wealth management, IHT & insurance.

With inflation rising and tax thresholds frozen until at least 2031, the tax burden has increased for many people.For th...
09/03/2026

With inflation rising and tax thresholds frozen until at least 2031, the tax burden has increased for many people.

For those whose wages have grown in recent years, moving into higher income tax bands has become more common, making it more important to make full use of available allowances.



This article highlights 5 key allowances to consider before the end of the tax year on 5th April and how tax‑efficient wrappers can support long‑term planning.



🔗 Read more: https://www.akfm.co.uk/article/detail/sjpp/five-allowances-to-use-before-tax-year-end.html


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



A & K Financial Management Limited 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).


SJP Approved 2/3/2026

Many people know that they can gift money to reduce their IHT liability, but not everyone knows how Trusts, and Legacy P...
11/02/2025

Many people know that they can gift money to reduce their IHT liability, but not everyone knows how Trusts, and Legacy Preservation Trusts can help create a tax-efficient inheritance plan.


Find out more here: [email protected]
A & K Financial Management Limited

01/01/2023
25/12/2022

Wishing all of our wonderful clients a merry Christmas and happy new year!

It was an early start for AKFM today with Karl heading to the North West and South Yorkshire, to meet with three new cli...
14/01/2022

It was an early start for AKFM today with Karl heading to the North West and South Yorkshire, to meet with three new clients who were all introduced to us by our existing clients. We work almost exclusively on an introduction only basis and pride ourselves on highly-valued, dependable and trusted advice.

Have a great weekend everyone🌟

Would you miss £4 per day?
13/01/2022

Would you miss £4 per day?

01/01/2022

⭐️2022⭐️
Happy new year to all of our wonderful clients at A&K Financial Management.
Thank you for all of your support throughout the year, and we wish everyone all the very best.
Aimee & Karl.

Great news for first time buyers
19/04/2021

Great news for first time buyers

Chancellor Rishi Sunak has unveiled the UK government’s 2021 Budget, in which he revealed his plans to boost the country...
04/03/2021

Chancellor Rishi Sunak has unveiled the UK government’s 2021 Budget, in which he revealed his plans to boost the country’s economy after the unprecedented financial impact of the COVID-19 pandemic: https://www.akfm.co.uk/article/detail/sjpp/budget-2021-march-initial-response.html

It was no surprise that the chancellor’s Budget statement focused on plans for the government to continue to pump support into the UK’s pandemic-damaged economy. For now, the government has little choice but to add to a borrowing figure this year which is the highest seen in peacetime.

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Picklewood House
Morpeth
NE658BD

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