Robinson Financial Planning Limited

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Robinson Financial Planning Limited I specialise in helping clients make some of the most important decisions of their lives, by providi

22/09/2026

From April 2027, most unused pension funds will be included when calculating the value of someone's estate for inheritance tax (IHT) purposes. This will push more people into the scope of this tax.

11/09/2026

For years, many people viewed their pension as more than just a source of retirement income. It was also a tax-efficient way to pass wealth on to future generations. But changes coming into force in April 2027 could prompt many families to reconsider their retirement and estate planning.

08/09/2026

Tax deadlines can be easy to overlook when you're focused on running a business. But missing one can result in penalties, added costs and unnecessary admin. Being proactive and staying ahead of tax dates can help you stay in control, avoid penalties and focus on running your business.

27/08/2026

For many people, a pension is one of their biggest assets. From April 2027, it could also become an important inheritance tax (IHT) consideration. From this date, most unused pension funds will be included when the value of someone's estate is calculated for IHT purposes.

17/08/2026

According to the 2025 National Wills Report, 79% of UK adults are comfortable talking about death1. Yet when it comes to considering finances, only 36% of people have made a Will2.. This highlights the uncomfortable gap many of us fall into between discussing and doing.

10/07/2026

The latest issue of The Investor magazine is here, this time focusing on women and wealth.

This edition explores how women’s financial power is growing and what that means for long-term planning, as well as the broader economic landscape and how to approach ongoing market volatility.

It also looks at the current outlook for Europe and global markets, and covers how to help protect your family and income in the event of serious illness.

Read now and share with your network: https://indd.adobe.com/view/70c20a03-0fd5-4ae5-84e6-2617bf4f29b9?utm_source=linkedin&utm_campaign=e-investor&utm_medium=social

Robinson Financial Planning Limited 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 25/6/2026

27/06/2026

Changes to inheritance tax (IHT) rules which will bring most pensions into scope from next April are changing how people think about retirement planning, with more turning once again to annuities.

23/06/2026

The value of protection insurance is clear. Cover brings peace of mind that the people you care about most will have a financial safety net should the worst happen.

16/06/2026

The proposals also include new rights for unmarried couples who separate. Providing they have lived together for at least three years – or have children together – they would have similar rights to divorcing couples, such as claims on property and pensions.

05/06/2026

Moving from decades of building wealth to relying on investments for income is a significant transition. At this point, many people begin to think more carefully about risk, particularly how much of it they are comfortable taking.

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47 , London Road, Stanway
Colchester
CO30NR

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