Author | Lightnews

AJB Wealth @ajbwealth.bsky.social · Sep 15

It's widely believed that November's Budget will usher in major changes, and possibly result in larger tax bills. Our latest blog considers what changes may be in store. www.ajbwealth.co.uk/autumn-budge...

Autumn Budget 2025: what you need to know now | AJB Wealth

The Autumn Budget 2025 is likely to increase taxes, especially for the more affluent. To what extent can you act now to protect assets?

www.ajbwealth.co.uk

AJB Wealth @ajbwealth.bsky.social · May 14

The Government's intention to tax pension savings, will be a significant blow for many people and will have possible IHT consequences. In this blog, we look at how those affected should consider planning, in order to preserve their tax breaks. www.ajbwealth.co.uk/inheritance-...

How to protect this one important tax break | AJB Wealth

Inheritance Tax on pension savings will have a huge impact, especially for those with assets, including pensions, of £2 million plus...

www.ajbwealth.co.uk

AJB Wealth @ajbwealth.bsky.social · Apr 28

With stockmarkets coming under pressure from the imposition of trade tariff, our latest blog looks at how you can invest successfully, even in challenging times. #Hampshire #Investment www.ajbwealth.co.uk/successful-i...

How to invest successfully in challenging times | AJB Wealth

How should you handle your investments in times of uncertainty when markets are turbulent? Here, we look at investing in volatile markets

www.ajbwealth.co.uk

AJB Wealth @ajbwealth.bsky.social · Mar 28

Many of us are sometimes reluctant to discuss finances with our families. Here are six good reasons why you should. www.ajbwealth.co.uk/six-good-rea...

Six good reasons to discuss money with your adult children | AJB Wealth

There are many good reasons for talking about money, and your financial situation, with your adult children. Family unity is one of six.

www.ajbwealth.co.uk

AJB Wealth @ajbwealth.bsky.social · Mar 28

Receiving a lump sum is great news, but can be worrying for some. In this blog, we consider the options available to you. www.ajbwealth.co.uk/what-should-...

What should you do with a financial windfall? | AJB Wealth

Whether you've received an inheritance, sold your business or won the lottery, how should you invest a financial windfall or lump sum?

www.ajbwealth.co.uk

AJB Wealth @ajbwealth.bsky.social · Feb 10

In our latest blog, we consider the role that strategic gifting can play in succession planning. #estateplanning #WealthManagement #Hampshire www.ajbwealth.co.uk/how-strategi...

How strategic gifting can reduce Inheritance Tax | AJB Wealth

How can you use gifting to reduce Inheritance Tax? Many are wondering what action to take in response to proposed Inheritance Tax changes...

www.ajbwealth.co.uk

AJB Wealth @ajbwealth.bsky.social · Jan 24

Here's our thoughts on how you can keep your savings on track in 2025 #Savings #WealthManagement #Hampshire #Alresford www.ajbwealth.co.uk/keep-your-sa...

Keep your savings and investments on track in 2025 | AJB Wealth

As we head into 2025, a review of your savings and investments will help you navigate upcoming tax changes and achieve best returns.

www.ajbwealth.co.uk

AJB Wealth @ajbwealth.bsky.social · Dec 11

As Christmas fast approaches, we bring you an eclectic collection of presents with a financial twist, which are geared towards those notoriously hard to buy for relatives, as well as younger family. www.ajbwealth.co.uk/christmas-pr... #XmasPresents #Hampshire #FinancialGifts

Christmas presents with a financial twist | AJB Wealth

As Christmas fast approaches, we bring you an eclectic collection of presents with a financial twist. Some are geared towards those relatives who are notoriously hard to buy for. Others will hit the s...

www.ajbwealth.co.uk

AJB Wealth @ajbwealth.bsky.social · Nov 27

If you're wondering how to raise the topic of money with your children, then take a look at our blog, coveirng pocket money, how not to spoil them and investing for them. ajbwealth.co.uk/why-we-need-... #money #PersonalFinance #Hampshire

Why we need to talk money with our children | AJB Wealth

Many of us avoid talking to our children about money. Here we explore how we can nurture good financial habits and other positive traits

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AJB Wealth @ajbwealth.bsky.social · Nov 27

The Budget gave us plenty to think about. This blog focuses on how the Budget might affect you and your investments. ajbwealth.co.uk/how-will-the... #AutumnBudget2024 #EstatePlanning #Hampshire #Alresford

How will the Autumn Budget 2024 affect you? | AJB Wealth

The Autumn Budget 2024 ushers in significant change, particularly in investments and inheritance tax. We explore how you may be affected.

ajbwealth.co.uk

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AJB Wealth @ajbwealth.bsky.social · Nov 27

Whether you love him or loathe him, Donald Trump will soon be back in the White House. So, what does this mean for your investments? Our latest blog mulls this over: www.ajbwealth.co.uk/what-will-tr... #investments #Hampshire #FinancialPlanning

What will Trump mean for your investments? | AJB Wealth

To what extent are UK investors affected by Trump's win? We explore what it might mean for your investments

www.ajbwealth.co.uk