RKP Wealth Management

01/10/2026

Autumn Budget 2026 – with a month to go, what lies ahead?

With less than four weeks before the chancellor, John Healey, stands up to give his first Budget, leaks about what might be announced have been few and far between.

https://www.rkpwealthmanagement.co.uk/article/detail/sjpp/autumn-budget-2026-with-a-month-to-go-what-lies-ahead

RKP Wealth Management 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 29/09/2026

29/09/2026

Life doesn't always go to plan, and during periods of change it's important to understand the options available to you.

If you own a business, divorce can raise additional questions about ownership, control and long-term financial security.

Taking advice early can help you make informed decisions and plan for the future.

🔗 Read more: https://www.rkpwealthmanagement.co.uk/article/detail/sjpp/divorce-proof-your-business

RKP Wealth Management 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 22/09/2026

If you’re a business owner, an additional concern may be whether you will be able to retain control and ownership of the business you’ve worked so hard to create. While the answer isn’t as simple as a guaranteed yes, there are actions you can take to protect your business in divorce – while ...

24/09/2026

Could a capital gains tax bill catch you by surprise?

With the annual CGT exemption now significantly lower than it was just a few years ago, more people are finding themselves facing unexpected tax liabilities when selling or gifting assets.

Read on to learn more about:

✔ Why surprise CGT bills are becoming more common
✔ What to do if you get a bill unexpectedly
✔ Simple steps to help avoid unexpected costs in future

🔗 https://www.rkpwealthmanagement.co.uk/article/detail/sjpp/the-capital-gains-tax-surprises-that-catch-people-out.html

RKP Wealth Management 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 14/09/26

The run-up to a Budget often prompts people to think about tax and their finances. While future tax policy remains uncertain, understanding the rules that apply today can help avoid costly surprises. Capital gains tax (CGT) is one area where unexpected bills can arise, particularly as allowances hav...

17/09/2026

From April 2027, most unused pension funds will be included in an estate for inheritance tax purposes. For many families, this could reshape how they think about drawing an income in retirement and passing wealth to future generations.

This article explores the implications of the new rules and why some retirees may face a new dilemma: preserve their pension or spend it?

🔗 https://www.rkpwealthmanagement.co.uk/article/detail/sjpp/the-new-retirement-dilemma-preserve-or-spend-your-pension.html

RKP Wealth Management 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 01/09/2026

04/09/2026

Beating the deadlines: tax dates for business owners

From self-assessment tax returns to Making Tax Digital, business owners face a growing number of tax deadlines and reporting requirements.

This article takes a look at what is coming up:
https://www.rkpwealthmanagement.co.uk/article/detail/sjpp/beating-the-deadlines-tax-dates-for-business-owners.html

RKP Wealth Management 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 28/08/2026

Tax deadlines can be easy to overlook when you're focused on running a business. But missing one can result in penalties, added costs and unnecessary admin. Being proactive and staying ahead of tax dates can help you stay in control, avoid penalties and focus on running your business.

27/08/2026

Will the April 2027 pensions and inheritance tax changes affect you?

Under the new rules taking effect on 6 April 2027, most unused pension funds will be included when calculating the value of an estate for inheritance tax purposes.

📩 If you’re unsure how the new rules affect you and how much of your wealth you can pass on, get in touch to talk it through, or read more here:

https://www.rkpwealthmanagement.co.uk/article/detail/sjpp/how-pension-changes-could-affect-your-inheritance-tax-plans.html

RKP Wealth Management 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 20/08/2026

25/08/2026

For many business owners, a large proportion of family wealth is tied up in their business.

That makes succession planning one of the more important financial and strategic decisions they’ll have to make.

Read more about the importance of planning and getting advice:
https://www.rkpwealthmanagement.co.uk/article/detail/sjpp/keeping-it-in-the-family-planning-ahead-for-business-succession.html

RKP Wealth Management 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 20/08/2026

19/08/2026

hat happens if you die without a Will in the UK?

If you die without a Will, the rules of intestacy determine who inherits your estate. For unmarried couples, stepfamilies and cohabiting partners, the outcome may not be what you expected.

This article explains the risks of dying without a Will:
https://www.rkpwealthmanagement.co.uk/article/detail/sjpp/where-theres-a-will-theres-a-say.html

Will writing involves the referral to a service which is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

RKP Wealth Management 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 17/08/2026

According to the 2025 National Wills Report, 79% of UK adults are comfortable talking about death1. Yet when it comes to considering finances, only 36% of people have made a Will2.. This highlights the uncomfortable gap many of us fall into between discussing and doing.

11/08/2026

Selling your business can be stressful, but knowing the value beforehand is one way to ensure you are setting yourself up for success.

This article explains why finding out the value of your business is important and the different ways this can be calculated.

🔗 https://www.rkpwealthmanagement.co.uk/article/detail/sjpp/the-price-is-right-how-much-could-you-sell-your-business-for.html

RKP Wealth Management 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 21/07/2026

04/08/2026

Only 44% of women say they would feel confident investing an inheritance or financial windfall*. When life changes unexpectedly, financial decisions can feel overwhelming.

Read more on how you can manage your finances during major life changes:

https://www.rkpwealthmanagement.co.uk/article/detail/sjpp/when-finances-change-overnight-inheritance-divorce-and-new-responsibilities.html

*Financial Health Report 2026: Women and Wealth. On behalf of St. James's Place, Opinium surveyed 6,000 UK adults nationwide between 17 March and 9 April 2026. Quotas and post-weighting were applied to the sample to make the dataset representative of the UK adult population.

RKP Wealth Management 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 28/07/2026