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Talis IFA

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Talis IFA, Financial planner, Stoke House, Church Road, Ashford.

Fully regulated and insured - Independent financial advice on pensions and retirement planning, wealth management & investment, mortgages, life and health insurance and so much more - all from a friendly local team!

03/09/2026

Charitable gifts in life and in your Will can work to everyone’s benefit. Talis IFA looks at how.

Remember A Charity Week takes place from 7–13 September and highlights the importance of legacy gifts to the UK charity sector.

Leaving a gift to charity in your Will can be a meaningful way to support a cause close to you. It can also form part of wider estate planning, as charitable gifts are exempt from Inheritance Tax and may reduce the tax rate applied to the rest of your estate.

The key is making sure your wishes are clear, while also considering the people closest to you.

Read the full article here: https://talisifa.com/charitable-gifts-in-your-will-tax-efficient-giving-that-creates-a-lasting-legacy/

01/09/2026

How do I know if I’m financially on track? Talis IFA looks at ways to feel more confident about your financial future.

It’s easy to look at what other people are doing and wonder whether you should be further ahead.

But when it comes to money, comparison isn’t always helpful. Everyone has different goals, responsibilities and plans for the future.

What matters most is whether your finances are on track for the life you want.

That might mean saving for retirement, building wealth, reviewing your pension, making better use of ISAs, or simply getting a clearer picture of where you stand.

A Talis IFA can help you understand your position and plan your next steps with more confidence.

Read the full article here: https://talisifa.com/am-i-on-track-financially-compared-to-others-my-age/

25/08/2026

How can I avoid the 60% tax trap?

Earning close to or above £100,000?

It is worth understanding how the 60% tax trap could affect you.

There may be ways to reduce the impact, including pension contributions, salary sacrifice and Gift Aid.

A Talis IFA can help you review what is more appropriate for your circumstances.

You can read more via the link here - https://talisifa.com/how-can-i-avoid-the-60-tax-trap/

20/08/2026

Why you need to talk to your IFA about trusts

Trusts are often discussed as part of estate planning.

But they can be widely misunderstood.

While a solicitor can help with the legal structure, an IFA can help you understand whether a trust is the right financial decision for you.

Talis IFA Rebecca Hammett explains why trusts should be considered as part of your wider financial plan, not in isolation.

A Talis IFA can help you understand your options and make decisions with more confidence.

You can read more via the link here - https://talisifa.com/why-you-need-to-talk-to-your-ifa-about-trusts/

18/08/2026

The top five fears that keep us awake and how financial planning can help

Financial worries can feel overwhelming.

For many people, they are linked to bigger questions about family, later life, security and whether they are making the right decisions.

Good financial planning can help bring those worries into focus.

It can help you protect loved ones, plan for retirement, prepare for the unexpected and feel more confident about your future.

A Talis IFA can help you make sense of your current position and create a plan that supports the life you want to build.

You can read more via the link here - https://talisifa.com/the-top-five-fears-that-keep-us-awake/

13/08/2026

Think your Will is enough to make sure all your assets go to your beneficiaries? Think again.

A Will is an important part of estate planning.

But it may not be the full picture.

With frozen allowances, rising property values and future changes around pensions, more families could face an Inheritance Tax liability than expected.

Jeremy McGahan, Talis IFA, helps clients understand their position and consider suitable ways to plan ahead.

You can read more via the link here - https://talisifa.com/why-an-ifas-advice-is-an-essential-part-of-your-estate-planning-strategy/

11/08/2026

Meet Talis IFA Jeremy McGahan.

Jeremy McGahan has supported many of his clients with long-term financial advice over the years, helping them plan for their own future and for the future of their family.

More recently, many of those conversations have focused on estate planning and Inheritance Tax. Some people may have a larger IHT liability than they realise, especially once property, pensions, savings and investments are all included.

A will is important, but estate planning should not stop there. An IFA can help you look at the full picture and understand what steps may be available.

With the right advice, it may be possible to protect a significant amount of money for the people closest to you.

You can contact Jeremy via the link here - https://talisifa.com/adviser/jeremy-mcgahan/

06/08/2026

What should I do with an inheritance? Talis IFA’s guide to managing a lump sum without the stress

Receiving an inheritance can bring mixed emotions.

It may create new opportunities, but it can also come with pressure to make the right decision.

Should you save it, invest it, pay off debt or use it to support your family?

There is no single right answer.

What matters is understanding how your inheritance fits into your wider financial plans.

A Talis IFA can help you take a step back, review your options and make confident decisions for the future.

You can read more via the link here - https://talisifa.com/what-should-i-do-with-an-inheritance/

04/08/2026

In a position to repay your mortgage early? Congratulations. Now take a step back. Talis IFA explains why.

Being able to repay your mortgage early is a great position to be in.

But before you clear the balance, it is worth taking a moment to review the wider picture.

Paying off your mortgage may reduce monthly costs and bring peace of mind.

However, you also need to think about savings, early repayment charges, pensions and whether your money could be working harder elsewhere.

A Talis IFA can help you make an informed decision that supports your wider financial plans.

You can read more via the link here - https://talisifa.com/should-i-pay-off-my-mortgage-early-talis-ifas-guide-to-smart-mortgage-planning/

30/07/2026

It’s always lovely to hear feedback from our clients.

We’re grateful to work with people who trust us to support them, and feedback like this means a lot to the team.

Thank you for taking the time to share your experience.

Address

Stoke House, Church Road
Ashford

Opening Hours

Monday	9am - 5:30pm
Tuesday	9am - 5:30pm
Wednesday	9am - 5:30pm
Thursday	9am - 5:30pm
Friday	9am - 5:30pm

Telephone

+441233722999

Website

https://www.talisifa.com/

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