Easom Wealth Management

25/09/2025

More estates will pay Inheritance Tax over the coming years, mainly due to rising property values and frozen tax thresholds. Here's a timely reminder explaining the various ways it could be mitigated.

Protect your estate: strategies to reduce inheritance tax

27/01/2025

With the end of the tax year in just over 2 months' time, here is a reminder to help maximise your ISA returns.

Top tips for maximising your ISA returns

21/06/2024

Are you on track to receive a full state pension? Reviewing your contributions can help ensure that you are on track to receive the maximum state pension upon retirement

Should I pay to top up my State Pension?

15/05/2024

This email from a client made my day today…

24/04/2024

Now we are a few weeks into the new tax year, it's probably worth reminding everyone of a change in some allowances. Two to be particularly mindful of are a reduction in the Dividend Allowance and Capital Gains Tax Allowance, both of which are half of last years' allowance.

This helps to explain what is different in this tax year.

What’s changing and what’s not – your new tax year checklist

21/02/2024

How can we leave our family, especially our children, better off and more financially secure? Here are a few ideas that can help

Keep it in the family with tax-smart estate planning

31/01/2024

Some days you can’t imagine ever retiring. Other days, it can’t come soon enough. But there will be a day when you want to put work behind you and achieving your ideal retirement needs careful financial planning.

Boosting your pension pot before tax year-end

17/01/2024

With many of us still needing to keep a watchful eye on family finances, you want to be sure that any money you are able to save is going to word hard. Taking the time to review existing ISAs is just as important as deciding where to invest any new savings. With the end of tax year fast approaching, this is often a time that my clients find it beneficial to take stock. This helps to explain some areas to consider.

Making the most of your ISAs before tax year-end

07/11/2023

There are many options when it comes to how you access your retirement savings. Your financial needs in retirement can change but you can have a combination of options to offer the flexibility you need. So, what options do you have for accessing your pension:

Your options for accessing your pension

03/10/2023

There are many options when it comes to how you access your retirement savings. Discussing your options with a financial adviser, like myself, can help you put in place what’s right for you

Your options for accessing your pension

13/09/2023

Now the school holidays are over & everyone gets back to normal, September’s often a good month to review your financial situation?
What area of your finances could benefit from a healthcheck?

11/07/2023

I guess everyday has its own challenges, but the B and N letters on my laptop no longer working was a new one.

So, until I was able to get out and buy a new keyboard the first 6 hours of the day involved some interesting worded emails. Ending an email with ‘Kind Regards’ was out of the question as was ‘Many Thanks’ or even just a simple ‘Thanks’.

So, apologies if you had a weird email from me that didn’t quite read right or ended ‘Appreciate your help’ or something equally as bizarre.

Now to get those B and N letters working again….