Andrew Varley Financial Planning

Andrew Varley Financial Planning Our goal is to help our clients achieve financial peace of mind. We aim to offer a holistic and ongo

Most long-term investment options for children and grandchildren, such as junior ISAs, personal pensions and accounts ...
19/05/2026

Most long-term investment options for children and grandchildren, such as junior ISAs, personal pensions and accounts held in trust, are subject to specific access rules.

Savings accounts may be more suitable, particularly if money is likely to be needed in the short term.

Parents and grandparents should consider making full use of a child’s available allowances where appropriate, while keeping their own estate planning goals in mind.

click through our linktree to our insights section on the website for the full article

The Renters’ Rights Act brings in fundamental changes for private landlords in England. No fault evictions (section 21...
12/05/2026

The Renters’ Rights Act brings in fundamental changes for private landlords in England. No fault evictions (section 21 evictions) are banned. Rent can only be increased once a year and with two months’ written notice. Landlords can only request a maximum of one month’s rent in advance of a tenancy starting.
Landlords, and agents, must send a copy of the government’s information sheet to all named tenants by 31 May 2026 or risk a £7,000 fine.

Check out the full article via our linktree

- Shareholders rarely want to exit their business and retire on the same timeline, with age differences and other facto...
30/04/2026



- Shareholders rarely want to exit their business and retire on the same timeline, with age differences and other factors playing a role in this.

- Clarity on a financial freedom figure and an honest conversation on preferred timelines can help to resolve differences.

- There are a range of solutions for shareholders to each get the outcome they want and need.

Click through our linktree to the full 4 minute read article in our INSIGHTS section

New tax year: a round-up of rate and allowance changesDividend income tax rates have increased by 2% at the basic and ...
23/04/2026

New tax year: a round-up of rate and allowance changes

Dividend income tax rates have increased by 2% at the basic and higher rates.

There is a reduction in business asset disposal relief (BADR) from 6 April, meaning businesses will now pay a higher rate of CGT when selling qualifying assets.

The ‘Making Tax Digital’ (MTD) regime has started. This brings in new requirements for self-assessment taxpayers, and some property investors, to file tax information quarterly.

The new tax year (2026/27) began on 6 April. Updated tax rates and allowances have been well-trailed by the government so there shouldn’t be any nasty surprises for taxpayers. That said, it pays to take note of how the adjustments, including new requirements for filing tax information, will affect your finances this year.

Click through our linktree in bio to read the full summary of key tax changes for the 2026/27 tax year to help you, your families and businesses with your tax planning.

The Sheriff’s Biltong fuelling the next hour LexisNexis Dragons vs Birmingham Panthers. Any personal finance queries, co...
11/04/2026

The Sheriff’s Biltong fuelling the next hour LexisNexis Dragons vs Birmingham Panthers. Any personal finance queries, come on over

This Saturday April 11th, I’ll be in the lobby area ahead of the LexisNexis Dragons fixture vs Birmingham Panthers. Come...
10/04/2026

This Saturday April 11th, I’ll be in the lobby area ahead of the LexisNexis Dragons fixture vs Birmingham Panthers. Come & say hello, ask a question or book a longer chat to look at achieving financial peace of mind.





mortgage

As ever, good luck to our brilliant sponsored player Bethan D**e & both Dragons squads this weekend.

If you are unable to work due to a serious illness or injury it can be extremely stressful.Often overlooked in many pl...
08/04/2026

If you are unable to work due to a serious illness or injury it can be extremely stressful.

Often overlooked in many plans, a protection insurance policy offers peace of mind that you and your family would have financial support during a difficult time.

Here we explore the main types of protection cover to help you make the right choice for you and your family.

Check out the full article via Insights in our linktree

Trip to the cricket club and a visit from the Vale of Rheidol Steam Train
02/04/2026

Trip to the cricket club and a visit from the Vale of Rheidol Steam Train

check out via our linktree the latest insights
02/04/2026

check out via our linktree the latest insights

At a glance- Inflation is expected to rise a further 1% by the end of the year as a result of the conflict.This is drive...
30/03/2026

At a glance
- Inflation is expected to rise a further 1% by the end of the year as a result of the conflict.
This is driven by rising oil and gas prices, which are pushing up costs in other areas for consumers.
Remortgaging and buying property has become more expensive as banks raise interest rates

Check out the full 4-minute read in our insights section via linktree in our bio

Address

3rd Floor, St. James's Place Wealth Management, 2 Kingsway
Cardiff
CF103FD

Opening Hours

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

Telephone

+447817924716

Website

Alerts

Be the first to know and let us send you an email when Andrew Varley Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Andrew Varley Financial Planning:

Shortcuts

Share

Category