Engage Wealth Management

21/08/2026

The 5 ⭐️ reviews keep coming!

Our corporate pension service is second-to-none in the SME market. We have a deep understanding of the providers, service levels and what’s required to provide a top-tier pension for staff.

Need help upgrading your company pension form the likes of Nest? Get in touch ☎️

30/07/2026

We recently published a guide to the new inheritance tax and pension rules.

April 2027 brings the biggest shake-up in pensions in over a decade.

The shake-up could have an impact on your estate, retirement plans, and your beneficiaries.

Download your copy here 👇️

Did you know that from 6 April 2027, most pensions will be included in your estate when calculating Inheritance Tax?

28/07/2026

5 ⭐️ Google review

We pride ourselves on building long-term relationships with our clients.

Investment returns are one piece to the puzzle; having a trusted professional on your side through the ups and downs of life is often just as important.

21/07/2026

5 ⭐️ Google review!

Over the last few months, we helped these clients obtain key-person insurance. They were so pleased with the service that they left a glowing review on Google.

16/07/2026

How to reduce your corporation tax 👇️

🤓 It's not clever
😉 It's not sexy
💸 It's not a secret loophole that HMRC have been hiding

Pension contributions can significantly reduce your corporation tax bill.

The rules for a business owner with direct contributions can be complex.

Always seek regulated financial advice before taking action.

14/07/2026

Flexible drawdown vs annuity... Which suits you?

You can now draw your pension with far more freedom, but that choice adds complexity.

Flexible drawdown is the go-to for many, yet it brings risks; annuities provide a guaranteed income but come with trade-offs.

You may find a blend of both works best. Always get regulated financial advice before you decide.

08/07/2026

Last week, we brought together the Engage Health and Engage Wealth teams for our annual summer event!

🤓 Bingo!
⛳️ Crazy golf!
🍹 Drinks in the sunshine!

Despite being shushed over 20 times at Bingo, it was a fantastic day and an opportunity to get to know each other outside of the office.

30/06/2026

We recently published a free guide on planning for a 100-year life.

As life expectancy continues to increase, it is more important than ever to plan financially for a 100-year life.

Among those marking the milestone this year is the renowned natural historian Sir David Attenborough. The broadcaster turned 100 on 8 May, and he continues to share his passion for nature with the world.

Grab your FREE copy of our guide here 👇️

The number of people celebrating their 100th birthday in the UK is on the rise. As life expectancy continues to increase, it is more important than ever to plan financially for a 100-year life. Discover how you might plan for later life in this useful guide.

25/06/2026

Did you know we're located right in the heart of Brighton, on the sunny south coast?

Not only that, we're a two-minute walk from Brighton station - an easy walk for our clients coming from along the coast or a one-hour trip to the city when we're visiting clients.

We love hosting our clients at our modern offices. New clients are always welcome in for a coffee and an exploratory chat to establish how we might help.

18/06/2026

A business owner paying for life insurance personally? You're doing it wrong.

A Relevant Life Policy is a super tax-efficient way to pay for life insurance through the business. In this short video, we explain:

👉️ The tax benefits
👉️ How senior employees, directors and CEOs can obtain higher cover amounts
👉️ The importance of the trust document

Get in touch to discover if a Relevant Life Policy is right for you.