Southgate Wealth Management

02/09/2026

A fantastic 'well done' to Southgate Wealth Management's Nigel Parker for completing his 68 mile charity cycle over the Bank Holiday weekend, in aid of !

We love the branded jersey too!

01/09/2026

And just like that… it’s 1 September 🍂

Summer has flown by - and we've tried to make the most of these last few days with a little family trip to North Devon 🌊

As we head into the final few months of the year, there are a few dates worth having on your financial radar:

📅 28 October – the Autumn Budget. The Chancellor is due to set out the Government’s plans, with potential implications for tax, savings, pensions and household finances.
📅 31 October – deadline for most paper Self Assessment tax returns.
📅 30 December – deadline for submitting your Self Assessment return if you want HMRC to collect your tax bill through your PAYE tax code (where eligible).
📅 31 January 2027 – deadline for online Self Assessment tax returns and payment of tax due.
📅 5 April 2027 – the end of the current tax year. A useful date to have in mind when reviewing your ISA, pension and wider financial planning.

There’s plenty that can happen between now and then, of course; but the final few months of the year can be a good opportunity to take stock, check whether your financial plans are still on track and think ahead to 2027.

A little bit of planning now can make the start of next year feel a whole lot less stressful.

26/08/2026

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.southgatewm.co.uk/article/detail/sjpp/how-pension-changes-could-affect-your-inheritance-tax-plans.html

Southgate Wealth Management Ltd 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

23/08/2026

Are you a millennial? Have you protected your future?

Don’t wait until something happens to get insurance.

Learn why life insurance, income protection and critical illness cover can help you safeguard your financial future: https://www.southgatewm.co.uk/article/detail/sjpp/are-millennials-failing-to-protect-their-future.html

Please note that these plans do not have a cash-in value and will stop if payments to them cease.

Southgate Wealth Management Ltd 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

20/08/2026

✨ Good luck to everyone picking up their GCSE and VTQ results today! 🎓

No matter what is written on that paper, you have worked incredibly hard, and you should be so proud of everything you’ve achieved.

There are so many paths to success ahead, from sixth form and college to apprenticeships and training. Your journey is uniquely yours, and today is just the first step. 🚀

And if you want any tips about your next steps towards a future in financial services - just give us a shout!

17/08/2026

Thank you to for hosting us and other sponsors on the weekend. And thank you to Rajastan Royal in Downend for the delicious curry!

17/08/2026

13/08/2026

Good luck to everyone receiving their A Level results! 🎓✨

Whatever the outcome, be proud of how far you’ve come and take your next step with confidence (and if that is in financial services, even better!). 💚

12/08/2026

Colleagues who Padel together, stay together 🏓

09/08/2026

A holiday budget doesn't have to mean taking the fun out of your trip. Before you go, it can be useful to think about:

☀️ What you've already paid for
🍦 What you expect to spend while you're away
🍽️ What you might spend on meals and activities
💳 How you'll pay for unexpected costs
🏡 What bills will still need covering when you get home

The aim isn't to avoid spending. It's to understand what you're spending and make choices that fit your circumstances.

What's your best tip for keeping holiday spending under control (apart from leaving the kids at home, of course!)?