Newark Wealth Ltd

We’ve all joked that a 99 hasn’t cost 99p for years, but £7 must be a new record. 🍦

Summer spending is often made up of little things: an ice cream while you’re out, dinner because nobody wants to cook, or another day trip before the weather changes.

Once September arrives, those costs tend to settle down and it becomes easier to look at where your money is going again.

In our latest article, we use a financial MOT to look at five areas of your finances that may be worth checking after summer.

👉 Read it here: https://eifyih.s.gy/Nwrksept

Did you know pensions will form part of many estates for inheritance tax purposes from April 2027?

This change could increase the amount of inheritance tax some families pay, making it more important than ever to understand your overall estate.

If you're unsure how these changes could affect you, our free calculator is a simple place to start.

Find out more: https://newark-wealth-ltd.iht.ningi-labs.co.uk

Two people with the same pension savings can have very different retirement experiences. It all depends on the lifestyle they want and the choices they make along the way.

In our latest blog post, we explore how the Retirement Living Standards can help put retirement costs into context, and why planning should always reflect your own circumstances.

Read the full article: https://www.newarkwealth.co.uk/news/how-much-do-you-need-to-retire

Your first meeting comes with no cost or obligation.

It's simply a conversation where we'll take the time to understand your goals, explain how we work and answer any questions you may have. If we both feel it's the right next step, we'll discuss our fees before any work begins.

If you'd like to find out more, we're always happy to have a chat. Give us a ring on 𝟬𝟭𝟱𝟲𝟯 𝟱𝟱𝟭𝟭𝟲𝟲 or book a meeting at newarkwealth.co.uk/contact-us

Lenders look at more than just your income. Your outgoings, existing commitments, credit history and overall affordability can all influence how much you may be able to borrow.

If you're planning to apply for a mortgage, give us a ring on 𝟬𝟭𝟱𝟲𝟯 𝟱𝟱𝟭𝟭𝟲𝟲 or book a call at newarkwealth.co.uk/contact-us.

It's one of the most common questions we hear, but the answer won't be as simple as a number.

It depends on the retirement you want to enjoy. Whether your priorities are travelling, spending more time with family or simply having peace of mind, your financial plan should be built around your goals.

Our latest article explores the Retirement Living Standards and how they can help shape conversations about your future.

Read more: https://www.newarkwealth.co.uk/news/how-much-do-you-need-to-retire

We're incredibly grateful when clients take the time to share their experience.

Thank you, Clare, for your kind words and for trusting Newark Wealth to support you over the years. It's been a pleasure helping you plan for your early retirement, and we look forward to continuing to support you in the years ahead.

From April 2027, pensions will be included in many estates for inheritance tax purposes. For some families, that could mean a much larger tax bill than expected.

If you're unsure what that means for you, our free inheritance tax calculator is a good place to start. In just a few minutes, you can get an estimate of your potential liability and a better understanding of where you stand.

Try it here: https://newark-wealth-ltd.iht.ningi-labs.co.uk

If you're in your 50s, you've probably asked yourself that question at least once.

A good place to start this conversation is to ask: "What do I want my retirement to look like?".

Once you know the answer, you can begin building a financial plan to support it.

Our free guide explores five key questions to help you assess your retirement readiness and start planning with confidence.

Download it here:https://www.newarkwealth.co.uk/free-guide

Over the past few months, we've been sharing insights on a range of financial topics, from what the Renters' Rights Act means for landlords and the return of Scotland's First Homes Fund, to why regular financial reviews matter and how to navigate periods of market uncertainty.

We've also shared a behind-the-scenes look at Newark Wealth and the people behind the business.

If you've missed any of our recent articles, why not take a few minutes to catch up?

Read our latest blogs: https://www.newarkwealth.co.uk/news