Financial Planning

We offer a full financial planning service through Redbourne Wealth Management Limited.

Whittingham Riddell work with Senior Consultants of Redbourne Wealth Management based permanently in our Shrewsbury office. The Redbourne team are acknowledged experts in the UK financial services marketplace.
 
We advise our clients, their family and business associates. The initial stage for this service is a review of your affairs to highlight areas of financial planning which our advisers believe you need to consider. They will then discuss these matters in detail with you and highlight the various options available to you in order to achieve your objectives.

The advice they give covers all areas of financial planning, typically: 

  • Inheritance tax planning
  • Retirement planning
  • Protection cover
  • Savings
  • Investment and estate planning
  • Investment strategies and portfolio management
  • All aspects of financial strategy

This advice is delivered in tandem with your usual contact at Whittingham Riddell and, if appropriate, our tax consultants. Our advisers will assist you in reviewing your affairs and deciding on the most suitable choices for you from an extensive range of financial planning products.

The advisers are independent and not tied to any particular product provider. Therefore they provide impartial advice and will discuss the basis of remuneration with you, which can be based on either a fee or commission.

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Life and pensions award         New model adviser top 100           moneyfacts winner

Redbourne Wealth Management is an appointed representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority. Company registered in England and Wales no 06430777. Registered office: Belmont House, Shrewsbury Business Park, Shrewsbury, SY2 6LG.

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Latest Financial Planning News

  • One million couples still eligible for tax boost
    20/08/18

    HMRC has highlighted that three million UK couples have already taken advantage of Marriage Allowance but a million more are still eligible for the tax break.

  • Is it a car – or is it a van?
    26/06/18

    In terms of tax, providing employees with a vehicle which fits within the definition of a van, rather than a car, can be very worthwhile. This is equally relevant to company directors, who are also treated as company employees. A recent tax case sheds interesting light on how cars and vans are defined for income tax purposes.

  • Is your business owed money?
    19/06/18

    The ‘scourge of late payment’ was specifically mentioned in the government’s Spring Statement this year. There is government consultation in the pipeline, but with 20% of small businesses running into cash flow difficulties because their bills are paid late, December 2017 saw a new service launched to help.

  • Keep calm and plan for the future: Brexit
    12/06/18

    On 29 March 2017, the government triggered Article 50, starting the formal process for the UK to leave the EU. This will happen on 29 March 2019. Brexit: a little word with big consequences and a lot of uncertainty.

  • Welsh Land Transaction Tax introduced
    11/04/18

    From 1 April 2018, Land Transaction Tax (LTT) will replace Stamp Duty Land Tax (SDLT). LTT will be collected by the Welsh Revenue Authority (WRA).

  •  Inheritance Tax review
    21/03/18

    Inheritance Tax (IHT) is charged at 40% and may be due from an estate when someone dies unless the estate is left to a spouse or civil partner. 

  • 13/03/18

    We take a look at Individual savings accounts and Marriage allowance…

  • Inheritance Tax online
    12/03/18

    HMRC have begun providing an online form to help executors in England and Wales who wish to notify them of the value of an estate.

  • What will the Spring Statement bring?
    22/02/18

    HMRC have announced that they will no longer accept payments made at the Post Office or by credit card.

  • 05/02/18

    Following a parliamentary debate about the future of childcare vouchers, it has been decided that Existing Employer Supported Childcare (ESC) will still be closed to new entrants from 6 April 2018.