Regency Wealth Management

Regency Wealth Management Senior Partner Practice of St. James's Place Wealth Management.

From April 2027, most pensions will become part of people’s estates for IHT purposes.How trusts could help protect your ...
15/05/2026

From April 2027, most pensions will become part of people’s estates for IHT purposes.

How trusts could help protect your estate:

• Trusts can help reduce inheritance tax (IHT)
• Let you gift assets but keep control
• Trustees manage who gets what and when
• Help protect assets from risks (e.g. divorce, creditors)
• Assets may sit outside estates for IHT
• Can have their own tax charges
• Must be set up correctly to avoid tax pitfalls

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

Trusts are not regulated by the Financial Conduct Authority.

Regency Wealth Ltd 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 05/05/2026
St. James's Place

With the May bank holidays offering a natural pause, it’s the perfect time for business owners to reset and refocus:Take...
12/05/2026

With the May bank holidays offering a natural pause, it’s the perfect time for business owners to reset and refocus:

Take time off – Rest is essential for clarity and better decision-making.

Create a strategic pause – Step back to assess what’s working and what needs to change.

New tax year, new start – Reset goals, review plans, and align for the year ahead.

Scan the wider world – Understand external trends and what they mean for your business.

Decide what to stop – Remove what no longer adds value.

Decide what to start (or do more of) – Focus on opportunities that drive growth.

Reflect on what you want – Align your business with your personal goals and long-term vision.

Revisit your “why” – Ensure your original motivation still holds true.

Reset your priorities – Identify the few key areas that will make the biggest impact.

Back to step one – Sustainable success starts with rest and avoiding burnout.
Taking time to pause now can create momentum for the months ahead.

Regency Wealth Ltd 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 05/05/2026



Rising geopolitical tensions often bring a surge in cyber threats, targeting individuals, businesses, and financial info...
08/05/2026

Rising geopolitical tensions often bring a surge in cyber threats, targeting individuals, businesses, and financial information.

At SJP, protecting your data and finances is a top priority. We follow UK Government guidance and industry best practices—going further to keep your information secure.

You also play an important role. Here are three simple, practical steps you can take to help protect yourself and stay one step ahead of cyber criminals.
Regency Wealth Ltd 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 05/06/2026

Retirement doesn’t mean the end of taxes, just a different set of rules. With income coming from multiple sources, it mi...
06/05/2026

Retirement doesn’t mean the end of taxes, just a different set of rules. With income coming from multiple sources, it might seem complex, but it doesn't have to be.

Here’s what you need to know: https://partnership.sjp.co.uk/article/detail/sjpp/everything-you-need-to-know-about-tax-in-retirement.html

Regency Wealth Ltd 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 05/08/2026

You might not follow bond markets every day, but they definitely affect you.What happens in bond markets flow through ou...
05/05/2026

You might not follow bond markets every day, but they definitely affect you.

What happens in bond markets flow through our everyday lives, influencing mortgages, car loans and savings rates.

Want to understand how bonds work and why they matter? Read more: https://www.sjp.co.uk/individuals/news/bonds-made-simple-a-beginners-guide-to-the-worlds-largest-asset-class?utm_source=chatgpt.com

Regency Wealth Ltd 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 05/05/2026
St. James's Place

We’re proud to celebrate some great achievements within the team at Regency Wealth Management.Congratulations to Millie ...
30/04/2026

We’re proud to celebrate some great achievements within the team at Regency Wealth Management.

Congratulations to Millie Nicholson on passing CII RO5, and to Alysha Linacre on passing CII RO3.

A fantastic result and a testament to their hard work and dedication.

What is Active investing?Active investing involves fund managers making active decisions over what to invest in.Regency ...
24/04/2026

What is Active investing?

Active investing involves fund managers making active decisions over what to invest in.

Regency Wealth Ltd 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: 17/04/2026

St. James's Place

Financial advice for long-term UK residents has become even more important following thescrapping of the non-dom tax reg...
22/04/2026

Financial advice for long-term UK residents has become even more important following the
scrapping of the non-dom tax regime in April 2025.

The new residency-based tax rules have meant significant adjustments for long-term UK residents, while various reliefs are available it involves careful tax planning.

Learn more: https://partnership.sjp.co.uk/article/detail/sjpp/non-dom-tax-changes-whyplanning-is-vital.html

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

Regency Wealth Ltd 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 17/04/2026

For many business owners, the plan is simple: sell the business and retire comfortably. But the reality can be more comp...
21/04/2026

For many business owners, the plan is simple: sell the business and retire comfortably. But the reality can be more complex.

Explore why understanding your true business value is critical and how strategic planning can help close the gap to your financial freedom goals:

https://partnership.sjp.co.uk/article/detail/sjpp/will-your-business-fund-the-retirement-you-deserve.html

Regency Wealth Ltd 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 17/04/2026

St. James's Place

Unlocking the benefits of homeownership doesn’t stop at getting the keys. 🏡From first‑time buyer reliefs to capital gain...
17/04/2026

Unlocking the benefits of homeownership doesn’t stop at getting the keys. 🏡
From first‑time buyer reliefs to capital gains exemptions, owning a home can open the door to valuable tax advantages.
Taxation rules can change at any time and are dependent on individual circumstances.



Regency Wealth Ltd 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 17/04/2026

Building wealth isn’t about guessing—it’s about using the right tools.Pensions give you tax advantages for the long term...
17/04/2026

Building wealth isn’t about guessing—it’s about using the right tools.

Pensions give you tax advantages for the long term.

ISAs give you flexibility in the short term.

Used together? That’s where real financial progress happens 📈

Regency Wealth Ltd 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 17/04/2026

Address

17B Appleton Court
Wakefield
WF27AR

Telephone

+441924666600

Website

Alerts

Be the first to know and let us send you an email when Regency Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category