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Monday 10am - 5pm Tuesday 10am - 5pm Wednesday 10am - 5pm Thursday 10am - 5pm Friday 10am - 5pm

http://www.wellsandcofinancialplanning.co.uk/

Wells & Co Financial Planning, Southgate Chambers, 37/39 Southgate Street, Winchester (2026)

02/11/2026

Changes to inheritance tax rules could affect how pension wealth is passed on to loved ones.
This article explores what the changes could mean in practice, including where inherited pension funds
may be subject to both inheritance tax and income tax, and some of the planning considerations worth
discussing.

Read more: https://www.wellsandcofinancialplanning.co.uk/article/detail/sjpp/pensions-and-iht-the-double-tax-trap

Wells & Co Financial Planning 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 16/10/2026

30/10/2026

Your pension could play an important role in your retirement plans, but have you considered how it fits into your wider estate planning?

With changes to the inheritance tax treatment of unused pensions due from April 2027, now may be a good time to review how your pension, business and family wealth plans work together.

🔗 https://www.wellsandcofinancialplanning.co.uk/article/detail/sjpp/business-owners-could-new-pension-and-iht-rules-affect-your-succession-plans

Wells & Co Financial Planning 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 21/10/2026

29/10/2026

Pensions and inheritance tax changes coming into force in April 2027 have attracted plenty of attention, but not everyone will be affected in the same way.

It is important to understand what is changing and whether it affects your circumstances before rushing to make any decisions.

If you’d like to discuss how the changes could affect your estate planning, get in touch.

Wells & Co Financial Planning 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) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products.

SJP Approved: 27/08/2026

29/10/2026

The Autumn Budget has brought a number of changes that could affect the way you save, invest and plan for the future.

I have shared a summary of some of the key announcements and what they could mean for your financial plans.

Read the latest update: https://www.wellsandcofinancialplanning.co.uk/article/detail/sjpp/the-2026-autumn-budget

Wells & Co Financial Planning 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 28/10/2026

28/10/2026

It was a particularly tough week across financial markets as several concerns came back into focus. Global stock markets fell as investors re-examined the case for high levels of AI expenditure and further energy-driven inflation. Oil prices are at their highest level since June 2022 in response to escalating attacks on shipping in the Middle East. Speculation is also growing that the US will resume attacks against Iran following the US midterm elections in just over a week. French government bonds continued to weaken, with yields rising as prices fell. Responses to the civic unrest may complicate moves to repair the weak public finances. US Treasuries benefited as investors sought safety, with the yield on the 10-year bond falling below 5%. The Japanese yen also strengthened. The gold price weakened. As gold does not generate any income, higher interest rates make it less attractive to investors relative to interest-bearing assets.

In the UK meanwhile, all eyes will be on Chancellor John Healey as he prepares to give his first Autumn Budget, against a difficult fiscal backdrop.

Read more: https://partnership.sjp.co.uk/barrywells/article/detail/sjpp/weekwatch-26-10-2026

28/10/2026

What could the Autumn Budget mean for your finances?

A panel of specialists from St. James's Place, featuring Hetal Mehta, Chief Economist, Claire Trott, Head of Advice, and Niall McGregor, Divisional Director: Advice Policy, hosted by Andy Payne, Director of Advice Support, will provide a clear and practical overview of the key announcements, exploring what they could mean for individuals, families and long-term financial planning.

📅 Monday 2 November
⏰ 10:30am - 11:30am

Join us for expert insight and guidance following the Budget.

Register here: https://events.zoom.us/ev/AvUSAkA7CfPizt2Txyds-3xG2ucjXR0jagL8VrVI_mggY9Cyqlof~Ahu1X8VimZFG_JuFYTlEp7uzvErzsdR41qkTuE5fp7jZvplXkMfCLrwgvQ

Wells & Co Financial Planning 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).

26/10/2026

Don't wait until after the announcements - speak to us ahead of the Autumn Budget to review your plans and discuss what any potential changes could mean for you.

Wells and Co Financial Planning 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 30/09/2026

23/10/2026

We're surrounded by information, opinions and answers. But when it comes to important financial decisions, having more information isn't always what makes the difference.

Sometimes it's seeing things from a different perspective.

Personal financial advice can help you better understand your options, spot opportunities you may not have considered and make decisions with greater confidence.

If you'd like to discuss your plans, get in touch today. https://www.wellsandcofinancialplanning.co.uk/

Wells & Co Financial Planning 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 09/10/2026

23/10/2026

The headlines tell you what's changed. Understanding what it means for you is often the harder part.

Join St. James's Place's post-Budget webinar, where Hetal Mehta, Chief Economist, Claire Trott, Head of Advice, and Niall McGregor, Divisional Director: Advice Policy, hosted by Andy Payne, Director of Advice Support, will unpack the key announcements, answer common questions and explore the considerations that may be relevant to your financial plans.

📅 Monday 2 November
⏰ 10:30am - 11:30am

Register here: https://events.zoom.us/ev/AvUSAkA7CfPizt2Txyds-3xG2ucjXR0jagL8VrVI_mggY9Cyqlof~Ahu1X8VimZFG_JuFYTlEp7uzvErzsdR41qkTuE5fp7jZvplXkMfCLrwgvQ

Wells & Co Financial Planning 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 09/10/2026

21/10/2026

What could the Autumn Budget mean for your finances?

A panel of specialists from St. James's Place, featuring Hetal Mehta, Chief Economist, Claire Trott, Head of Advice, and Niall McGregor, Divisional Director: Advice Policy, hosted by Andy Payne, Director of Advice Support, will provide a clear and practical overview of the key announcements, exploring what they could mean for individuals, families and long-term financial planning.

📅 Monday 2 November
⏰ 10:30am - 11:30am

Join us for expert insight and guidance following the Budget.

Register here: https://events.zoom.us/ev/AvUSAkA7CfPizt2Txyds-3xG2ucjXR0jagL8VrVI_mggY9Cyqlof~Ahu1X8VimZFG_JuFYTlEp7uzvErzsdR41qkTuE5fp7jZvplXkMfCLrwgvQ

Wells & Co Financial Planning 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 09/10/2026