Woodward Markwell

09/06/2026

🏡 Rising property values and frozen tax thresholds mean more families are being impacted by Inheritance Tax each year

📊 The Office for Budget Responsibility forecasts that HMRC will collect £8.7 billion in Inheritance Tax during the 2025/26 tax year [1]

💬 If you’re unsure how Inheritance Tax could affect your estate, now is the time to start the conversation

[1] https://loom.ly/f4BcXxE

Inheritance tax (IHT) is levied on the value of all the assets in an individual’s estate on death, after deducting any liabilities, exemptions and reliefs. Assets left to a spouse or civil partner of the deceased are usually exempt, as are assets left to a charity. In 2025-26 we forecast that IHT ...

03/06/2026

💛🎉 Marathon May – Thank You! 🎉💛

What an incredible few weeks it’s been! Everyone smashed the goal, even with the summer heat!

We’re proud to share that we’ve raised £388 for Little Lifts 🙌

Your support will help provide comfort and care to people undergoing breast cancer treatment, making a real difference when it’s needed most.

26/05/2026

Receiving an inheritance is often a life-changing moment, usually accompanied by a complex mix of emotions 🕊️

While it can provide newfound financial security or the means to realise long-held dreams, it often brings uncertainty about the best way to manage that wealth. For many, the responsibility of making significant decisions can feel overwhelming, especially when weighed against a range of options and potential pitfalls.

Navigating this transition isn't just about the numbers; it’s about balancing personal goals with the responsibility of a lasting legacy 📈

22/05/2026

Predicting the financial landscape can feel like forecasting the weather months in advance—you know the seasons, but the daily shifts remain a mystery 🌦️

This uncertainty often leads to "decision paralysis" when it comes to retirement, investments, or gifting assets. But you don't have to guess the future to plan for it.

By replacing speculation with a structured strategy, you can move forward with confidence, regardless of the economic forecast 📈

18/05/2026

Retirement marks the beginning of a significant new chapter—one that should be defined by personal fulfillment rather than financial apprehension 💷

Establishing a robust financial strategy is the cornerstone of a secure retirement. By building a comprehensive capital buffer today, you ensure the resilience necessary to navigate future economic shifts and personal milestones with confidence 📈

Taking proactive, informed steps now is essential to safeguarding your long-term financial wellbeing and ensuring your retirement remains a period of stability and ease.

13/05/2026

🌿🚶‍♀️ Marathon May – Week 2 Complete! 🚶‍♂️🌿

Week 2 saw us heading from the office to Holywells Park 🌳 A lovely walk with plenty of greenery, fresh air, and great team spirit all the way!

We’re continuing to step up for Little Lifts, supporting people going through breast cancer treatment with care and comfort when it’s needed most 💛

On to week 3!

If you would like to donate click the link below ⬇️
https://loom.ly/amB3PNg

This year we are supporting Little Lifts and are joining their mission to ensure every person in the UK receiving treatment for breast cancer feels supported and cared for. Little Lifts provides thoug

12/05/2026

Cultivating Financial Peace of Mind 🌿🏛️

The importance of household resilience is increasingly clear as we navigate today’s economic landscape. For many, the concept of a ‘rainy day fund’ has evolved from a simple goal into a vital component of a balanced financial plan 📈✨

Establishing a comfortable cash buffer provides a sense of security against life’s unexpected turns. By prioritizing this foundation, you can approach the future with greater confidence and maintain long-term stability for your family ⚖️🛡️

08/05/2026

New research reveals a significant gap in estate planning: 25% of UK adults over 55 do not have a Will [1] 📉🛑

Even for those with one, many are dangerously outdated. Nearly a third haven't reviewed their Will in five years, and 12% have left it for over a decade ⏳⚖️

Don't leave your family with legal uncertainty. Ensure your legacy is protected by reviewing your Will today 🛡️✨

[1] Survey conducted by Opinium for Canada Life - October 2025

06/05/2026

🌊🚶‍♀️ Marathon May – Week 1 Complete! 🚶‍♂️🌊

A great start to the month as the team took on the walk from the office to the waterfront! Fresh air, great company, and plenty of steps all for an amazing cause 💛

We’re proud to be supporting Little Lifts, helping provide comfort to people undergoing breast cancer treatment.

Every step really does make a difference – and this is just the beginning!

➡️ Donate here: https://loom.ly/amB3PNg

This year we are supporting Little Lifts and are joining their mission to ensure every person in the UK receiving treatment for breast cancer feels supported and cared for. Little Lifts provides thoug

04/05/2026

Recent data reveals a significant oversight: 9 million UK workers are unaware of exactly how many paydays remain before they retire [1] 📉💼

While many focus on savings goals, 31% of those over 55 do not know how many monthly pay cheques they have left to reach those ambitions. Understanding this finite timeline is essential for a precise and effective financial strategy. ⚖️✨

[1] Aviva’s research - December 2025