Carole Benn Wealth Management Ltd

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Carole Benn Wealth Management Ltd I set up Carole Benn Wealth Management in 2014, after 25 years in the Financial Services Industry.

Women are more likely than men to take a career break (56% vs 38%), but it can come at a financial cost.Career breaks ca...
16/10/2026

Women are more likely than men to take a career break (56% vs 38%), but it can come at a financial cost.

Career breaks can affect earnings, pension savings and long-term financial security, while also making the return to work more challenging.

Understanding the potential impact and planning ahead can help women make informed and confident decision.

The missing years: caring, career pauses and long-term planning

Have a look at this !
15/10/2026

Have a look at this !

There is still time to take part in Will Month.

Throughout October Moneybox Wills and Trusts are donating our fees for all simple Wills to East Cheshire Hospice ๐ŸŒป

We still have a few slots available for next week, so donโ€™t miss your opportunity to support this wonderful charity.

Call Moneybox Wills and Trusts today โ˜Ž๏ธ

More than 600,000 businesses have experienced a cyber security breach in the past year, according to the governmentโ€™s la...
13/10/2026

More than 600,000 businesses have experienced a cyber security breach in the past year, according to the governmentโ€™s latest figures.

Small-to-medium businesses are particularly vulnerable as they are less likely to have sophisticated internal IT experts to monitor and deal with cyber risks on an ongoing basis.

As cyber security awareness month kicks off, we asked the St. James's Placeโ€™s cyber security team for their top tips on how to keep your business cybersafe.

Is your business cybersafe?

From April 2027, most unused pensions and death benefits will fall into estates for IHT purposes. In some cases, inherit...
10/10/2026

From April 2027, most unused pensions and death benefits will fall into estates for IHT purposes. In some cases, inherited pensions may be subject to both inheritance tax and income tax.

If you pass your estate to a spouse or civil partner, itโ€™s IHT free.

There are financial planning opportunities such as gifting, annuities and insurance cover which can help lower the tax burden for your beneficiaries

Pensions and IHT: The 'double tax' trap

The scheme will offer government-backed equity loans of 20% to those buying new build homes in England, who have at leas...
06/10/2026

The scheme will offer government-backed equity loans of 20% to those buying new build homes in England, who have at least a 2.5% cash deposit towards their purchase.

The scheme is expected to work in a similar way to the previous Help to Buy equity loan programme, which ran for 10 years from 2013 until 2023.

Boost for first-time buyers to get on the property ladder

It can be difficult for beneficiaries to pay IHT within the six-month deadline, where an estate has assets that take lon...
23/09/2026

It can be difficult for beneficiaries to pay IHT within the six-month deadline, where an estate has assets that take longer to sell, such as property. Pensions could add similar issues from April 2027.

Beneficiaries may be forced to sell other assets or borrow money to cover an IHT bill where assets in an estate canโ€™t be easily crystallised.

Whole of life assurance policies pay out a guaranteed lump sum on death. This money can be used to pay an IHT bill where an estate is highly illiquid.

Whole of life assurance: the quiet solution to the IHT landscape

Unexpected CGT bills are becoming more common, partly because the annual CGT exemption has fallen in recent years.To hel...
18/09/2026

Unexpected CGT bills are becoming more common, partly because the annual CGT exemption has fallen in recent years.

To help avoid future surprises, keep records of purchases, sales and gifts of assets. This will make calculating any gains much easier.

If you receive an unexpected CGT bill, take time to understand what triggered it, check the figures carefully and put a plan in place to pay it.

The capital gains tax surprises that catch people out

Just incase there's anything you didn't know about me ๐Ÿ˜Š
17/09/2026

Just incase there's anything you didn't know about me ๐Ÿ˜Š

โœจ BNI Silk Member Spotlight โœจ

Meet Carole Benn of Carole Benn Wealth Management Ltd ๐Ÿ’ฐ

Carole's line of work in one sentence: she helps clients navigate their finances for a better future. She's been running her own business for 11 years and knows the subject inside out.

Here's the problem Carole solves that a lot of people don't realise they have. Most of us are under-protected. If something catastrophic happened, death, critical illness, long-term sickness, many people simply aren't covered for it. Carole helps make sure that if the worst happens, it doesn't also become a financial disaster.

A quick myth-buster: people assume financial advice is expensive. With Carole, it isn't. That's the misconception she hears most, and it stops people getting help they genuinely need.

The best result she's had for a client? A client who wanted to retire in 2020, right in the middle of Covid and all the market chaos that came with it. Because Carole had planned carefully and managed risk all the way to retirement, the turbulence didn't touch their plans. They retired when they wanted to, exactly as intended. ๐Ÿ‘

That's what good financial planning actually looks like. Not glamorous, not headline-grabbing. Just a client whose life went to plan when everything around them was falling apart.

Who's an ideal referral for Carole?
Anyone thinking about retirement, young or old. It's never too early to start and never too late to get it right. If someone you know is wondering whether they're on track, Carole's the person to ask.

Now, something you'd never guess about Carole: she used to be a Sunday school teacher! ๐Ÿ˜„ Patient, clear and good at explaining things simply. Makes sense when you think about it.

Outside work, Carole loves travelling, socialising, reading and, in her own words, simply being happy. A fine set of priorities. โ˜€๏ธ

Want to refer her? Here are the words:
"Would you like to speak to someone who explains finances in plain language and delivers solutions bespoke to your circumstances?"

Carole, great to have you and Carole Benn Wealth Management in the room. ๐ŸŒŸ

Most unused pension assets will be included in an estate for inheritance tax purposes from 6 April 2027.The rule change ...
15/09/2026

Most unused pension assets will be included in an estate for inheritance tax purposes from 6 April 2027.

The rule change means many families will need to review their retirement income and estate planning strategies.

Most pensions can be accessed from age 55 (rising to 57 from 2028).

The new retirement dilemma: preserve or spend your pension?

Anxiety over financial matters can lead to inaction.Prioritising tasks can help create a clear plan.Share your worries w...
09/09/2026

Anxiety over financial matters can lead to inaction.

Prioritising tasks can help create a clear plan.

Share your worries with a trusted friend or family member and seek advice to help manage money worries.

Finding control when money feels overwhelming

Address

22a Victoria Road
Hale
WA159AD

Opening Hours

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

Telephone

+447733286323

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