Balance: Wealth Planning Limited

25/06/2026

A mid-year financial review is a great opportunity to pause and take stock.

Are your pensions, investments and savings still aligned with your goals? Have there been any changes in your personal or professional life that could affect your plans?

Taking time to review your finances now can help you make informed decisions for the months ahead.

Read our latest blog for some key areas to consider during your mid-year review 👇

https://balancewealth.uk/financial-review/

Use our mid-year financial review checklist to review investments, identify tax savings and update your financial plan so your money can grow.

24/06/2026

We’d love to share another client testimonial, as feedback like this means so much to our team.

This time, for our Managing Director & Chartered Financial Planner, Rebecca.

22/06/2026

Week 3 complete and we're delighted to share that we've now covered an incredible 463.85 miles in total. Every mile walked, run, and cycled is helping us raise awareness and support for Trent Dementia, and we're so grateful to everyone who has taken part so far.

A huge thank you to our team and supporters for helping us achieve this fantastic milestone. We've continued to build on the momentum from the first two weeks, and it's been fantastic to see everyone pushing themselves and contributing to such an important cause.

With just a few weeks remaining, we're excited to keep going and see how far we can get together.

If you would like to sponsor us and make a donation to support Trent Dementia, you can do so using this link: https://www.justgiving.com/page/balance-wealth-planning-5?utm_medium=FA&utm_source=CL

Thank you for your support!

16/06/2026

Every donation helps Trent Dementia continue providing vital support for people living with dementia and their carers across the East Midlands.

From health walks, craft groups and community drop-ins, to one-to-one support calls, carers events and dementia awareness initiatives, your support helps people stay connected, informed and supported.

Swipe through to see some of the ways your fundraising makes a difference.

If you'd like to support our work, you can donate here: https://www.justgiving.com/page/balance-wealth-planning-5?utm_medium=FA&utm_source=CL

Thank you for helping us create meaningful moments of connection and support for those affected by dementia. 💜

15/06/2026

Week 2 complete and we're delighted to share that we've now covered an incredible 316.53 miles in total. Every mile walked, run, and cycled is helping us raise awareness and support for Trent Dementia, and we're so grateful to everyone who has taken part so far.

A huge thank you to our team and supporters for helping us achieve this fantastic milestone. We've more than doubled our Week 1 total, which is a fantastic achievement, and we're excited to keep the momentum going over the coming weeks.

If you would like to sponsor us and make a donation to support Trent Dementia, you can do so using this link: https://www.justgiving.com/page/balance-wealth-planning-5?utm_medium=FA&utm_source=CL
Thank you for your support!

12/06/2026

Many business owners spend years building value in their business.

But when the time comes to step away, one important question often gets overlooked:

Is your business transferable?

A successful exit isn't just about achieving a good valuation. It's about creating a business that can operate without you, preparing for succession, and ensuring you're financially ready for life after the sale.

The earlier you start planning, the more options you're likely to have when the time comes to exit.

Read our latest blog for a more in-depth look at business exit planning and what it means to be exit-ready 👇

https://balancewealth.uk/business-succession-planning-strategies/

Does your business rely on you? Selling a business relies on solid business succession planning strategies and a wealth extraction strategy.

10/06/2026

We are well into week 2 of our challenge now, raising money for Trent Dementia and clocking up the miles to help support this amazing cause.

Every step takes us a little closer to making a difference. If you'd like to support us and sponsor our challenge, please click the link below.

https://lnkd.in/dcXuBNwi

Thank you for all your support! 💙

08/06/2026

Week 1 of our Miles for Memories Challenge complete!

We're thrilled to have clocked up an incredible 128.47 miles in our first week. Every mile walked, run, and cycled is helping us make a difference.

A huge thank you to everyone who has taken part so far. We're off to a fantastic start, and we can't wait to smash that number again next week!

If you would like to sponsor us and send a donation to support Trent Dementia you can do so by using this link https://www.justgiving.com/page/balance-wealth-planning-5?utm_medium=FA&utm_source=CL

05/06/2026

Protection planning isn't just about preparing for the unexpected.

In some circumstances, insurance policies can also support your wider financial and tax planning strategy.

Whether it's helping to protect your family from inheritance tax liabilities or providing valuable cover through your business, understanding your options can make a meaningful difference.

Read our latest blog for a closer look at the relationship between insurance and tax planning 👇

https://balancewealth.uk/protecting-your-life-and-your-money-insurance-and-tax-planning/

Did you know insurance can help with tax planning? We look at various benefits, from life insurance to estate and inheritance tax planning.

03/06/2026

We've got some exciting news to share! We have been shortlisted for the Money Marketing Awards 2026 in the Best Investment Advice Firm and Advice Firm of the Year (DA) categories. 🎉

We're incredibly proud to be recognised alongside some of the leading firms in the profession. This nomination reflects the dedication, expertise, and care our team brings every day, as well as the trust our clients place in us to help them achieve their goals.

A huge thank you to our clients, colleagues, and professional connections who continue to support our journey, Rebecca shares more about what this shortlisting means for Balance in the video below.