Shipton Wealth Ltd

07/07/2026

Martin Brown, CEO of business advisory firm Elephants Child, discusses the trends they are seeing in the SME market this year.

07/07/2026

📈 This week's WeekWatch covers a range of topics, including first-time buyers, pensions and the latest insights from the SJP Women and Wealth Report.

Your can read the full article here: https://www.shiptonwealth.co.uk/article/detail/sjpp/weekwatch-06-07-2026.html

If you'd like to discuss any of these topics, or any other aspect of your finances, please get in touch with the team at Shipton Wealth – we're always happy to help.
https://www.shiptonwealth.co.uk/contact

06/07/2026

The UK SME landscape continues to evolve, with businesses navigating change, embracing new opportunities and planning for long-term growth.

This article explores five key trends shaping the SME market in 2026 and what they could mean for business owners and leaders in the months ahead.

https://www.shiptonwealth.co.uk/article/detail/sjpp/five-trends-defining-the-uk-sme-market-in-2026.html

Martin Brown, CEO of business advisory firm Elephants Child, discusses the trends they are seeing in the SME market this year.

01/07/2026

📌 Estate planning continues to evolve.

Following announcements made in the Autumn Budget, most unused pensions and pension benefits are expected to form part of an estate for Inheritance Tax purposes from April 2027.

For some individuals and families, these changes may affect wider long-term planning considerations.

As legislation and guidance continue to evolve, regular financial reviews can help ensure plans remain aligned with personal objectives.

Have you reviewed your estate planning arrangements in the last few years? If you haven’t get in touch and we can talk you through what this could mean for you and your family. https://www.shiptonwealth.co.uk/contact

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

Shipton Wealth 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 10/6/2026

29/06/2026

Some of the key themes we’ve been discussing with clients recently include:

• Retirement income planning in changing markets
• Planning ahead for pension legislation changes
• Long-term financial planning for business owners
• Staying focused during periods of market uncertainty

You can explore more articles and insights here: https://www.shiptonwealth.co.uk/insights

Which financial topic would you like us to cover more often in future posts? 👇

Shipton Wealth 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 10/6/2026

26/06/2026

Markets move. Headlines change. Global events create uncertainty.

One of the most important parts of long-term financial planning is remaining focused on personal goals rather than reacting emotionally to short-term market noise.

Having a clear strategy in place can help provide reassurance during periods of uncertainty.

Do market headlines ever influence how you feel about your finances?

Shipton Wealth 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 10/6/2026

24/06/2026

📉 Business owners often spend years focused on growing their business but personal financial planning can sometimes take a back seat.

Areas regularly worth reviewing include:
• Pension contributions
• Director remuneration
• Succession planning
• ISA allowances
• Tax-efficient investing

As the new tax year moves on, now can be a useful time to review both business and personal financial goals.

Business owners - what financial topic do you wish you understood earlier in your journey?

Shipton Wealth 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 10/6/2026

22/06/2026

Are you prepared for stopping work?

Retirement is not simply about stopping work.

For many people, it’s about understanding:
✔ What lifestyle they want
✔ How income may look in retirement
✔ How long funds may need to last
✔ How to structure finances tax efficiently

Long-term financial planning is often about creating clarity and confidence around future choices.

What’s one thing you’re most looking forward to in retirement? 🌎

Shipton Wealth 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 10/6/2026

19/06/2026

⭐️ Proud Moment for Shipton Wealth ⭐️

We’re delighted to share that both Rory Shipton and Vincenzo Rossellina have been recognised in the VouchedFor Top Rated Financial Adviser Guide 2026, distributed in The Times.

🏆 Top Rated Adviser in Farnborough
🏆 Top Rated Adviser in Fleet

Thank you to all our clients who continue to place their trust in us and take the time to leave reviews based on their experience working with Shipton Wealth.

If you would like a copy of the 2026 VouchedFor Guide, please send us a direct message.

Client relationships remain at the heart of everything we do.

Shipton Wealth 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 10/6/26

17/06/2026

⏳Important Pension Changes Are Approaching

From April 2028, the Normal Minimum Pension Age for personal pensions is due to
increase from 55 to 57 for most individuals.

While this may feel some way off, it could impact retirement timing and future
financial planning for many people currently in their early 50s.

Understanding how these changes may affect your long-term plans is becoming
increasingly important.

Do you know what age you’ll be able to access your pension? Many people are
surprised when they check.

Book a quick call with one of our advisers to learn more about how these changes
could affect you: https://www.shiptonwealth.co.uk/contact

Shipton Wealth 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 10/6/2026