Brooks Wealth Management

01/06/2026

Read our latest blog about Tax returns.

You may be due to complete your tax return as usual or for the first time about now. Or may not be sure if you need to. There are three areas that you will want to be sure you understand when you complete your return: CGT Interest Payments Dividend Payments The rules and allowances have

21/05/2026

Read our latest blog about retirement.

Report looks at the state of retirement saving in the UK The Pensions Commission has published its interim report looking at the state of retirement saving in the UK, warning that up to 15 million people are currently not contributing enough to ensure financial security in later life. The report, pu...

19/05/2026

read our latest blog about Market noise.

Some of us of a more mature vintage may remember this Slade classic from 1973. It was a No1 single for 4 weeks in the UK and reached No 5 in the US. It might make for a great pop song but is not good advice for anyone looking to maximise their investment returns. Market

06/05/2026

Read our latest blog with a security update.

From time to time we review our internal and external security processes and procedures and assess how well we are protecting our clients. When this is likely to impact you, our clients, we communicate this to you. Any changes are designed to improve our security and therefore your data and plans. T...

23/04/2026

Read our latest blog about The Governments new national campain.

20/04/2026

Read our latest blog post about Medium term outlook

Last week’s rally shows how quickly markets can bounce or become bouncy when a key risk—here, disruption in the Strait of Hormuz—appears to ease. Falling Brent crude prices helped bring inflation fears down, lifting equities and bonds together. But the swift reversal over the weekend is a clea...

16/04/2026

Read our latest blog about market volitility.

09/04/2026

Read our latest blog about Index investing vs active management.

Periods like this — driven by conflict, energy shocks, and inflation — change how markets behave. What works in calm conditions does not always work in disruption. Risks of Index Investing Right Now Index investing (such as tracking the FTSE 100 or S&P 500) is built on a simple idea: own the who...

07/04/2026

Read our latest Blog about Iran War winners & Losers.

23/03/2026

Read our latest blog post about the upcoming changes to Pensions

Pension Reforms The government’s plans to radically change how inherited pensions are taxed is poised to receive Royal Assent and become law, despite opposition from some industry groups and some public dissent. The Finance (No. 2) Bill has made its way through the Commons and the Lords and is now...