Fogwill & Jones Wealth Management

Inheritance Tax rules are changing - are you prepared?

Changes to Inheritance Tax can have a significant impact on how much of your wealth is passed on to the people you care about.

Our recent blog explains what's changing, who may be affected, and why reviewing your estate planning sooner rather than later could help you make informed decisions for the future.

Understanding the rules is the first step towards protecting your legacy.

Read the full blog here: https://fogwillandjones.com/blog/inheritance-tax-rules-are-changing/

If you'd like to discuss how these changes could affect your financial plan, our team is here to help.

A good financial plan should be able to adapt when life does.

In our case study, we share how Andrew helped an existing client review their plans during a period of personal and professional change.

It is a great example of why financial planning is not simply about creating a plan. It is about regularly reviewing it, adapting when circumstances change and helping you make decisions with confidence.

Read the full case study here: https://fogwillandjones.com/financial-plan-on-track/

Financial advice should give you clarity and confidence - never pressure.

The best decisions are made when you have the time, information and trusted guidance you need to consider what is right for you.

It is wonderful to hear that this has been reflected in a client's experience with Rob. Building long-term relationships based on trust, understanding and impartial advice is at the heart of how we work.

Inheritance Tax rules are changing - are you prepared?

Changes to Inheritance Tax can have a significant impact on how much of your wealth is passed on to the people you care about.

Our recent blog explains what's changing, who may be affected, and why reviewing your estate planning sooner rather than later could help you make informed decisions for the future.

Understanding the rules is the first step towards protecting your legacy.

Read the full blog here:
https://fogwillandjones.com/blog/inheritance-tax-rules-are-changing/

If you'd like to discuss how these changes could affect your financial plan, our team is here to help.

When people hear the phrase financial freedom, they often think of a number in the bank.

But in reality, financial freedom looks different for everyone.

It could mean:

• Having more time with your family
• Feeling confident about retirement
• Travelling more often
• Supporting children or grandchildren
• Starting a new chapter in life
• Simply knowing your future is secure

Financial planning isn't about chasing someone else's definition of success. It's about creating a plan that supports the life you want to live.

We'd love to hear from you.

What does financial freedom mean to you?

We believe financial advice should leave you feeling informed, listened to and confident about your future.

If you're looking for clear, personalised financial advice from a team that takes the time to understand what's important to you, we'd be delighted to help.

Every investment journey starts with a purpose.

Our case study explores how thoughtful financial planning can help turn long-term aspirations into a clear investment strategy - one that's built around an individual's goals, values and future, not just the markets.

It's a great example of how taking the time to understand what matters most can make all the difference.

Read the full case study here:
https://fogwillandjones.com/investing-with-purpose/

Markets move. A good financial plan keeps you focused on what matters.

Our latest Market & Economic Summary is now available, providing an overview of the key events and trends that are shaping the financial outlook.

While market headlines can change from day to day, successful investing is built on a long-term approach. Staying informed is important, but so is keeping sight of your wider financial goals.

Read the full July Market & Economic Summary here:
https://fogwillandjones.com/blog/markets-economic-summary-july-2026/

If you have any questions about how current market conditions may affect your financial plan, our team is always happy to help.

It's easy to feel like you have to choose between enjoying the present and planning for the future. In reality, good financial planning is about making room for both.

Whether you're heading away, spending time with family or making the most of the warmer weather, a little preparation can help you enjoy summer with confidence.

The key isn't spending less - it's spending intentionally.

Small, thoughtful decisions today can help you create lasting memories while staying aligned with your long-term goals.

If you'd like to build a financial plan that gives you confidence for today and tomorrow, we're here to help.