Engage Wealth Management

22/09/2026

With Inheritance Tax (IHT) thresholds frozen, asset prices rising, and most unused pension and death benefits set to fall within your estate from April 2027, you may be searching for more ways to pass wealth to loved ones tax-efficiently.

Yet, research suggests that many people are unaware of one useful strategy.

According to Canada Life, 72% of UK adults don’t know that regular gifts made from surplus income can be immediately exempt from IHT.

Our latest blog post digs into the details.

With pensions entering estates in 2027, you may be searching for ways to minimise Inheritance Tax. Read to learn about a lesser-known gifting strategy

15/09/2026

There is a lot of confusion around the new tax on ISAs.

This article provides an in-depth breakdown of the new rules and busts some of the myths!

You can read the full article via the link below.

New upcoming rules could affect the way you use your Stocks and Shares ISA. Read to learn how the 22% tax will work and how you can prepare for it.

11/09/2026

As a company, we have recently committed to supporting Cure Leukaemia on an ongoing basis.

Cure Leukaemia funds world-leading networks that are transforming how blood cancer patients – both adults and children – can access cutting-edge treatments through clinical trials, supporting innovative leukaemia research, improving patient outcomes, and driving breakthroughs in blood cancer care.

You can read more about the fantastic work the charity is doing here: https://www.cureleukaemia.co.uk/

08/09/2026

We are sure this will ruffle a few feathers!

Investing in buy-to-let property can provide a steady rental income, helping to supplement your retirement fund or form part of the legacy you leave for loved ones.

However, the property landscape has changed, with the introduction of the Renters’ Rights Act 2025 and increased regulatory responsibilities for landlords. Many people are declaring the 'golden age' and property investing is over.

In this guide, you’ll find the pros and cons you’ll need to consider and some important questions to ask yourself.

Investing in buy-to-let property can provide a steady rental income, helping supplement your retirement fund or form part of the legacy you leave for loved

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.