FB Wealth Management

FB Wealth Management Whether you are seeking to build an investment portfolio or create a tax-efficient retirement strateg

We have provided independent financial advice to private individuals, business owners and their employees for over 30 years and have built an excellent reputation amongst our many loyal clients. As a firm we believe that no challenge is too great and we strive to provide solutions to even the most complex of financial planning needs. All of our advisers are qualified to at least the minimum standa

rd set out by our regulator with many qualified to a higher standard including chartered financial planner status, the highest level of qualification set out by our profession.

5 questions to answer before you withdraw a pension lump sum to reduce Inheritance Tax:1. Will your estate be liable for...
20/07/2026

5 questions to answer before you withdraw a pension lump sum to reduce Inheritance Tax:

1. Will your estate be liable for Inheritance Tax?
2. Would the withdrawal be subject to Income Tax?
3. How do you intend to use the money?
4. How might a large withdrawal affect your long-term income?
5. Are there other strategies you could use to reduce Inheritance Tax on your pension?

Read our blog, linked below, to learn more.

https://fbwealth.co.uk/5-questions-to-answer-before-you-withdraw-a-pension-lump-sum-to-reduce-inheritance-tax/

Artificial intelligence can be a powerful tool to boost your productivity and skills in a broad range of areas.But knowi...
17/07/2026

Artificial intelligence can be a powerful tool to boost your productivity and skills in a broad range of areas.

But knowing how to use it effectively isn't as simple as it might sound.

AI might be advanced, but it's also imperfect. As such, relying on it too heavily could lead to problems.

To discover how you can use AI to amplify your skills rather than replacing them, click the link below.

https://fbwealth.co.uk/3-tips-for-using-ai-to-amplify-your-skills/

For many UK business owners, retirement planning takes a back seat to growing the business itself.Indeed, according to F...
13/07/2026

For many UK business owners, retirement planning takes a back seat to growing the business itself.

Indeed, according to Financial Planning Today, 3 in 10 business owners have no pension at all.

When you're focused on managing cash flow, staff, and profits, it's easy to assume the eventual sale of your business will provide everything you need for retirement.

But relying solely on your business as your retirement plan could be risky.

Read our blog, linked below, to discover 4 practical reasons why business owners could benefit from having a pension strategy in place.

https://fbwealth.co.uk/4-practical-reasons-why-business-owners-could-benefit-from-a-pension/

From 6 April 2027, many unused pension pots will be included in Inheritance Tax calculations.Since the government announ...
06/07/2026

From 6 April 2027, many unused pension pots will be included in Inheritance Tax calculations.

Since the government announced the change in the 2024 Autumn Budget, an increasing number of people have opted to withdraw their tax-free lump sum from their pension as soon as they can.

However, taking funds early might not be as tax-efficient as you think.

Before rushing to withdraw your lump sum, it's important to answer these 5 questions. Click the link below to find out what they are.

https://fbwealth.co.uk/5-questions-to-answer-before-you-withdraw-a-pension-lump-sum-to-reduce-inheritance-tax/

Have you considered how you're going to exit your business?An article in the Guardian notes that as small business owner...
03/07/2026

Have you considered how you're going to exit your business?

An article in the Guardian notes that as small business owners prepare to retire, their companies could disappear.

After you've dedicated so much time to your business, you might want to take steps to create a lasting legacy, and an effective exit strategy may help you achieve that goal.

Read our blog, linked below, to discover 4 exit strategies you might want to consider.

https://fbwealth.co.uk/4-exit-options-baby-boomer-business-owners-might-want-to-consider/

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