Lamb Financial

16/12/2025

Download our FREE Budget guide for everything you need to know about the impact of last month’s budget on your finances.

The 20-page publication covers all the key announcements by the Chancellor and the changes her budget brings in.

It includes sections on changes to tax and savings regulations, such as a freeze on income tax thresholds, modifications to salary sacrifice schemes, and a reduction in the Cash ISA allowance.

The guide also features an ‘at a glance’ summary of the key measures on tax, NI, and benefits and their impact on single people, couples, families, and pensioners.

Download your copy here
🔗 https://lambfinancial.co.uk/blog/download-your-free-guide-to-the-autumn-budget-statement-2025/

If you have any questions about how the Budget could impact your finances and would like some advice, contact us at [email protected] or call 01661 860438.

For everything you need to know about the impact of last month's budget on your finances, download our FREE Budget guide.

23/10/2025

Evidence-based investing (EBI) is a transformational approach that can empower you to make smarter, more confident investment decisions.

It shifts the focus from chasing potentially fleeting gains to building a stable, reliable investment strategy that aligns with your unique personal goals.

By understanding the science behind investing, you’ll be better equipped to achieve your ‘enough’ and enjoy your financial future with peace of mind.

Our latest blog 👇

https://lambfinancial.co.uk/blog/unlocking-financial-peace-how-evidence-based-investing-can-transform-your-wealth-strategy/

Unlocking financial peace: how evidence-based investing can transform your wealth strategy October 23, 2025 By David Lamb CFP™ MCSI Evidence-based investing (EBI) is a transformational approach that can empower you to make smarter, more confident investment decisions. Over the next few months, I.....

11/09/2025

The summer months have shown a complex and changing picture for global markets, with a key theme being the fragile balance between strong economic activity and ongoing geopolitical and fiscal tensions.

Download your FREE copy of our latest quarterly market commentary and our quick read summary via this link:

https://lambfinancial.co.uk/blog/quarterly-market-commentary-september-2025/

08/04/2025

After a day of global market turmoil yesterday, with hundreds of billions of pounds wiped off the value of the FTSE 100, our latest markets factsheet advises how maintaining a diversified portfolio and focusing on long-term goals can help cushion such short-term shocks. Download your copy here 👇

Long term view helps cushion short term market shocks April 8, 2025 After a day of global market turmoil yesterday, with hundreds of billions of pounds wiped off the value of the FTSE 100, our latest markets factsheet advises how maintaining a diversified portfolio and focusing on long-term goals ca...

16/11/2024

Last month’s budget has made changes to inheritance tax rules which will significantly affect how most pension funds are treated.

Read our latest blog to find out what you need to do now to protect your estate:

https://lambfinancial.co.uk/blog/why-you-need-to-act-now-on-pensions-and-inheritance-tax/

Why you need to act now on pensions and inheritance tax November 16, 2024 By David Lamb CFP™ MCSI Last month’s budget has made changes to inheritance tax (IHT) rules which will significantly affect how most pension funds are treated for IHT purposes. From April 2027, nearly all pension funds –...

01/11/2024

Download your FREE guide to the Autumn Budget Statement November 1, 2024 For everything you need to know about the impact of this week’s budget on your finances, download our FREE Budget guide. The 20-page publication covers all the key announcements by Rachel Reeves and the changes her budget bri...

01/11/2024

For everything you need to know about the impact of this week’s budget on your finances, download our FREE Budget guide.

The 20-page publication covers all the key announcements by Rachel Reeves and the changes her budget brings in.

It includes sections on Inheritance Tax, Capital Gains Tax, National Insurance contributions, the Non-Dom regime, personal tax and savings, and business and international tax.

Download your copy here:

https://lambfinancial.co.uk/blog/download-your-free-guide-to-the-autumn-budget-statement/

Download your FREE guide to the Autumn Budget Statement November 1, 2024 For everything you need to know about the impact of this week’s budget on your finances, download our FREE Budget guide. The 20-page publication covers all the key announcements by Rachel Reeves and the changes her budget bri...

07/05/2024

We are holding a FREE seminar on Monday May 20 in Ponteland to share with you some trade secrets the financial services industry does not want you to know and what true financial planning is all about. Find out more and book your place here:

https://lambfinancial.co.uk/blog/free-seminar-to-share-industry-secrets/

FREE seminar to share industry secrets May 7, 2024 By David Lamb CFP™ MCSI This Spring marks our 32nd anniversary in business – and three decades in which I have seen many changes in the financial service industry. These have mainly been in the transition to better quality of advice, achieved th...

07/03/2024

Find out how lifestyle financial planning can give you the confidence to make your bucket list dreams come true in this illuminating interview with Director David Lamb on New Model Adviser's latest The Advice Show podcast:

https://share.transistor.fm/s/c77356a2

13/02/2024

A hi tech thermal imaging drone funded by one of our clients to support Cairngorm Mountain Rescue's search and rescue operations has been used for its first lifesaving mission. But it wasn't sent up to find climbers lost in a blizzard - it was to locate a Japanese macaque which had escaped from the Highland Wildlife Park! Our latest blog...

First life saved by client’s drone donation February 13, 2024 By David Lamb CFP™ MCSI In January I wrote about a lovely client who made some very generous donations to Glenmore Lodge and Cairngorm Mountain Rescue. Louie’s gifts, in memory of her late husband Norman, funded a course teaching ch...

04/01/2024

How you can turn your grief into a lasting legacy January 4, 2024 By David Lamb CFP™ MCSI The loss of a life partner is one of the most traumatic experiences we can have. But out of the resulting grief can emerge a lasting legacy, as our latest client case study shows. With no children or close re...