Juniper Wealth Management

Juniper Wealth Management Proud to offer a comprehensive service to clients looking for a personal bespoke approach to finance

A strategy that worked five years ago may not be the right strategy today.With pensions expected to fall within the inhe...
29/05/2026

A strategy that worked five years ago may not be the right strategy today.

With pensions expected to fall within the inheritance tax net from April 2027, many families may need to rethink how retirement and estate planning work together.

We hope you’ve enjoyed the long bank holiday weekend as much as we have? We’ll be back in the office first thing in the ...
25/05/2026

We hope you’ve enjoyed the long bank holiday weekend as much as we have?

We’ll be back in the office first thing in the morning, ready to tackle the new week.

A major shift in inheritance tax planning is coming.From April 2027, unused pension funds are expected to fall within th...
22/05/2026

A major shift in inheritance tax planning is coming.

From April 2027, unused pension funds are expected to fall within the inheritance tax net - meaning many existing retirement and estate plans may need reviewing.
Now is the time to plan ahead.

Read the full article from Juniper Wealth

Unused pension funds are set to become part of your estate for inheritance tax purposes from April 2027.That means many ...
18/05/2026

Unused pension funds are set to become part of your estate for inheritance tax purposes from April 2027.

That means many existing retirement and legacy strategies may need revisiting now — while there’s still time to plan effectively.
Twelve months can disappear quickly.
Start the conversation early.

Read more over on the Juniper Wealth website.

Esther has been nominated in two categories of the Women in Finance Awards 2026. The first one is Best Role Model (small...
15/05/2026

Esther has been nominated in two categories of the Women in Finance Awards 2026. The first one is Best Role Model (small business) & the second is Best Team Leader (small business).

Huge congratulations on the nomination Esther, you’re a credit to the team!

Rules have changed, and existing plans or wills may no longer work in the way they were originally intended.Understandin...
11/05/2026

Rules have changed, and existing plans or wills may no longer work in the way they were originally intended.
Understanding your position early can make future decisions far clearer and far less stressful.

This weeks blog post has all of the insights. (Link in comments)

Four principles quietly do most of the work in long-term investing, and none of them will excite the financial press.Mar...
08/05/2026

Four principles quietly do most of the work in long-term investing, and none of them will excite the financial press.
Markets work. Diversification reduces risk. Costs compound against you. Behaviour is the biggest risk of all.
It doesn’t need to be more complicated than that.

Full blog post linked in bio.
Capital at risk.

07/05/2026

“What should I invest in?”

A very common question we get from clients. is here to give you the simple answer.

The industry spends a lot of time talking about what you own.Not as much time talking about what it’s for.Good planning ...
05/05/2026

The industry spends a lot of time talking about what you own.

Not as much time talking about what it’s for.

Good planning starts with the life, what you’re building, who you’re building it for, when you need the money to show up. The portfolio is downstream of that conversation, not upstream.

That’s why, for most people, the plan matters more than the portfolio.

Full piece linked in comments.

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Old Docks House
Penwortham
PR21AU

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

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