Steven Barton Financial Services

20/05/2026

04/05/2026

Join us in wishing Hannah a very happy birthday! 🎂🪩🍸

Thank you for all that you do and for the positivity and dedication you bring to the team every day. We hope your day is filled with celebration, happiness, and everything that makes birthdays special.🎈

Happy Birthday, Hannah! 🥳

30/04/2026

💷 Worried about Inheritance Tax? Here’s what you should know.

Many families are surprised by how much of their estate could go to tax rather than loved ones.

In the UK, Inheritance Tax is typically charged at 40% on estates above the threshold, but with the right planning, that bill can often be reduced.

Here are 3 simple ways to start thinking about it:

1️⃣ Make use of gifting allowances
You can give away part of your wealth during your lifetime, completely tax-free within certain limits.

2️⃣ Don’t rely on pensions alone
Rules are evolving, so relying solely on pensions as an estate planning tool may not be enough going forward.

3️⃣ Don’t leave it too late
Some strategies take time to become effective, early planning makes a big difference.

The key takeaway?💡
Inheritance Tax isn’t just for the very wealthy and it’s not something to leave until later.

If you’d like to understand what this could mean for you or your family, we’re here to help.

24/04/2026

Another week, another birthday!

Join us in wishing Steven a very Happy Birthday! 🎉 Hope you’re spending the day where you belong — out on the golf course ⛳

Wishing you plenty of laughs, lots of cake. Have a brilliant one, Steven! 🎂🍻

18/04/2026

🎈 Happy Birthday to our wonderful Claire! 🎂🥳

Today we’re celebrating a truly valued member of our team. Claire, thank you for all your hard work, positivity and the energy you bring every day. You make a real difference and we’re lucky to have you.

Wishing you a fantastic birthday filled with happiness, laughter, and cocktails! Have an amazing day! 🎈🍸🌸💫

Please join us in wishing Claire a very Happy Birthday! 🎉🎉

01/04/2026

🌸🐣 Easter Bank Holiday Notice 🐣🌸

Please note that our office will be closed over the Easter Bank Holiday period.

We’ll reopen and be back to assist you as normal on Tuesday 7th. If you have any urgent enquiries, feel free to get in touch beforehand.

Wishing all our clients a wonderful Easter weekend!

19/03/2026

✨ Surprise… our lovely new sign is up… if you haven’t spotted it already! ✨

It’s definitely hard to miss 👀 (Hannah for size reference 📸)

We absolutely love it! Huge thank you to Halcyon Signs & Graphics Rossendale — it looks even better at night 🌙

27/02/2026

Something exciting is coming… 👀
Keep your eyes peeled 👀✨

24/12/2025

🎅Merry Christmas from all of us!🎅

We’ll be closed for the Christmas break and will be back on 29th December.

Wishing you all a joyful holiday. See you soon! ❤️

23/12/2025

💫🎄Christmas Open Hours🎄💫