Donnelly Financial Advice

To date, pensions have been treated as separate from a person’s ‘estate’ when it comes to inheritance tax (IHT). This has meant pension savings were able to be passed on to loved ones without IHT being charged.

However, from 6 April 2027, pensions will move into the scope of IHT and form part of your taxable estate, which includes your house, other property, investments and valuables when you die. This change could impact people who have never previously had to think about IHT planning.

Inheritance tax and pensions are complex, and everyone’s circumstances are unique. An adviser, like Donnelly Financial Advice, can help you understand whether you might be affected and put plans in place, or revisit your existing arrangements. They can help you find the right balance between meeting your retirement needs and passing on your wealth in line with your wishes.

You can get in touch with us here;

📩 [email protected]
📞 020 8138 5960

Or visit our website – https://www.d-ifa.co.uk

We’re Donnelly Financial Advice, an independent financial advice firm, based in .

Whether retirement is near, or years away, we’ll help you make the most of it. But pensions are just the start, we can guide you through the bigger picture to help you enjoy more of what you love.

Don’t just dream of your perfect retirement. Plan it, with Donnelly Financial Advice.

Thank you so much to our client in Surrey for leaving us a five-star VouchedFor review.

‘What were the circumstances that caused you to initially look for an adviser?
I first looked for an adviser because I wanted help to consolidate my pensions and understand what I had.

How has John Donnelly helped you?
John Donnelly has helped me by clearly explaining my pension options and giving advice that I can understand. He has been patient and always available to answer my questions.

Have you seen the outcome you were hoping for?
Yes I have seen the outcome I was hoping for. My pensions are now in one place and I feel more in control and confident about the future.

What could they have done better?
There is nothing they could have done better. I am very satisfied with the service.’

We truly appreciate you taking the time to do that, as it really helps us to build trust and showcase how we can help our clients.

For anyone new out there, here’s a quick reminder of who we are and what we do.

We’re Donnelly Financial Advice, an independent financial advice firm and we offer tailored financial plans to help you achieve your goals.

We specialise in:
✔️ Retirement planning
✔️ Income in retirement
✔️ Investments and saving
✔️ Protection for your family
✔️ Estate planning

You can get in touch with us here;

📩 [email protected]
📞 020 8138 5960

Or visit our website – https://www.d-ifa.co.uk

John Donnelly spent an interesting day at a Management Skills Workshop run by Gordon Bull from GD Business Coaching this week.

Held at Farleigh Golf Club the workshop covered;
✔️ Communication and accountability techniques
✔️ Motivating and managing people effectively
✔️ Practical coach-led management insights
✔️ Real-world discussion and peer learning opportunities

John has come away feeling that his management approach is strengthened, he is more confident in how to improve team performance, and he has some actionable leadership skills that he can put into practice from day one.

Gordon runs many courses for business leaders. Why not connect with him and see how he may be able to help you or your business. https://gdbusinesscoaching.co.uk/

Happy Father's Day to all the wonderful dads out there that we know.

Donnelly performed his dad duties yesterday at the school fair. It was a great family day and the weather was gorgeous. Tara’s dad joined in the fun also and our new branded promotional items went down a treat with the kids and parents. Who doesn’t love a pen and water bottle.

It was a long day and we’re all tired now, so John is planning on taking the day off today, resting, relaxing and spending some quality down time cuddling the kids.

If you’re at a loose end next Saturday 20th June and fancy a fun family day in , why not pop along to our stall at Gresham Primary School.

We’re local to the area, and our children attend Gresham, so it seemed only right that we should sponsor the Gresham Family Festival. It’s a wonderful school and the family fun day will help to raise vital funds for the school.

There will be plenty to keep you entertained and yummy things to eat and drink.

Everyone is welcome, so please pop along to support Gresham and Donnelly Financial Advice.
🎪 Saturday 20th June
🎪 From 2-6pm
🎪 Gresham Primary School
🎪 42A Limpsfield Rd, South Croydon, CR2 9EA

Tickets are on sale now at https://www.pta-events.co.uk/greshampa/ or on the door. We look forward to seeing you there.

🎾 Game, set… financial planning?

John Donnelly swapped the desk for courtside Tennis on Wednesday and took a well-earned break at the HSBC Championships in The Queens Club. What a day for it! There was some sunshine with intermittent rain, a great atmosphere and some top-class women's tennis. He even made an appearance on the telly.

Now back to the real match…

If you and your partner are batting financial decisions back and forth like a never-ending rally, it might be time to call “game” on the indecision.

👉 Let’s stop the rally
👉 Take control of your financial future
👉 Get the ‘financial ball’ firmly over the line

We’re here to help you serve up a clear, confident financial plan.

As some of you may be aware, one of our daughters is hearing impaired, so we have been learning sign language to better support and communicate with her as a family, using both sign and speech.

We’re very proud to announce that we’ve passed our British Sign Language Level 1 certificate.

This means that we can now have a simple conversation using sign language with her.

Onwards and upwards to the next level now.

Have any of you been learning a new language?

As we are all still a fairly new team together, and we all worked really hard coming to tax year end, we thought we deserved a little treat day and to spend some quality time together.

It’s important to us to to where we live in , so we popped along to the .workshops in to experience one of the arts and crafts sessions.

We chose the Nerikomi Pottery Class, where we made a plant pot, as we felt you didn’t need to be talented at drawing or painting for that. What great fun! We would recommend it to anyone.

Thank you to;
🤩 Lisa Yazdabadi for teaching us a new skill
🤩 Felicity Taylor and Joanna Davis for hosting us at The Hive
🤩 Our team, for all the hard work you do for our clients, keep it up

We are looking forward to seeing the final result of our pottery soon.