Balance: Wealth Planning Limited

What a wonderful way to round off the summer!🥂

Last Thursday, we had the pleasure of welcoming clients, friends and members of the Balance team to the lovely Goosedale for our end-of-summer client appreciation event.

The evening began with plenty of catching up, accompanied by live music from the brilliant Hazel Moon, before everyone tucked into a BBQ and some delicious cupcakes.

We also held a charity raffle in support of Trent Dementia, our chosen charity for 2026, and we're delighted to share that we raised £510! A huge thank you to everyone who bought a ticket and to the local businesses who generously donated some fantastic prizes.

Our Balance photobooth also made an appearance, capturing brilliant moments throughout the evening! 📸

And what better way to finish than with Hazel Moon's final set – which even got some of us up and dancing!

A big thank you to everyone who joined us and made it such a lovely evening.

This week in our Meet the Team series, we’re introducing Susie, our Director & Chartered Financial Planner. 👋

With a career in financial planning spanning almost 30 years, Susie brings a wealth of experience to the Balance team, combining her work with clients alongside helping shape the wider direction of the business.

Get to know Susie a little better below!

As part of our Meet the Team series, this week we’re introducing you to Krupesh, our Investment Director & Financial Planner. 👋

With his expertise in investments and financial planning, Krupesh plays an important role in helping our clients make informed decisions about their financial futures.

As we have a growing team at Balance, we thought it was time to introduce you to the people behind the business. 👋

Over the coming weeks, we’ll be sharing our Meet the Team series, giving you a little insight into who we are, and what we do, starting with out Managing Director and Chartered Financial Planner Rebecca Aldridge.

Keep an eye out as we introduce you to the team!

Tax-Efficient Gifting: Giving Assets vs Cash

When it comes to gifting, deciding what to give can be just as important as deciding how much.

Cash might seem like the simplest option, but investments, property and other assets can all have very different implications for Capital Gains Tax, Inheritance Tax and your own financial position.

Before making a significant gift, it’s important to understand how it fits into your broader financial plan, including what you can comfortably afford to give.

Our latest blog explores the key considerations when gifting cash versus assets. Read the full article via the link in the comments below 👇

Money can be one of the hardest subjects for families to talk about.

Parents may worry about setting expectations, while children can feel uncomfortable raising questions around inheritance or future plans.

But delaying these conversations can lead to misunderstandings, difficult decisions and added stress later on.

Our latest blog explores how families can start talking about money more openly, and why these conversations are an important part of financial planning.

Read the full blog via the link in the comments below 👇

Many people only start thinking seriously about retirement in the final few years before they stop working.

However, your 50s can be one of the most important decades for retirement planning. It's often when you have the greatest opportunity to strengthen your pensions, review your investments and make the most of available tax relief.

The decisions you make today could have a lasting impact on your retirement lifestyle.

Read our latest blog for a closer look at some of the biggest retirement planning mistakes to avoid 👇

The biggest retirement mistakes people make in their 50s - Balance: Wealth Planning What are common retirement mistakes and why do your 50s make a difference? We look at retirement planning considerations during this decade.

Last week, our team spent the afternoon developing our LinkedIn knowledge with a fantastic workshop led by Eloise from Rialto Training.

We explored how to make the most of our personal LinkedIn profiles, share content with confidence and build a stronger professional presence online.

It was a really valuable session, and a great opportunity to learn together as a team (with plenty of snacks to keep us going! ).

A big thank you to Eloise for an engaging and insightful workshop.