Rowley Turton Private Wealth Management

13/05/2026

People are living longer than previous generations ever expected.

For many people, retirement may last 30 years or more — which changes the nature of financial planning considerably.

It’s no longer just about stopping work. It’s about:

- creating sustainable income
- adapting to changing lifestyles
- planning for care costs
- maintaining flexibility
- thinking about the legacy you leave behind

Our latest guide explores what planning for a “100-year life” could look like.

22/04/2026

Today’s the day

We’re hosting our webinar:

“One Year to Plan – Pensions, Inheritance Tax, and the 2027 Changes”

Recent announcements mean pensions may be treated very differently for Inheritance Tax from April 2027.

For many people, this could have a significant impact on long-term planning — particularly where pensions have been used as part of passing wealth to the next generation.

In the session, we’ll be covering:

- What is changing and why it matters

- A simple example showing the potential impact

- The less obvious issue of income tax vs Inheritance Tax

- The areas you may wish to review over the next 12 months

There’s still time to join us today.

If you’d like a clearer understanding of what these changes might mean for you, you’re very welcome to attend.

Recent announcements have confirmed significant changes to how pensions are treated for Inheritance Tax from April 2027. For many individuals and families, pensions have long been an important part of generational wealth planning. These changes may alter how effective they are in that role and could...

21/04/2026

A quick reminder that our free webinar takes place tomorrow:

𝐅𝐫𝐞𝐞 𝐖𝐞𝐛𝐢𝐧𝐚𝐫: 𝐎𝐧𝐞 𝐘𝐞𝐚𝐫 𝐭𝐨 𝐏𝐥𝐚𝐧 – 𝐏𝐞𝐧𝐬𝐢𝐨𝐧𝐬, 𝐈𝐧𝐡𝐞𝐫𝐢𝐭𝐚𝐧𝐜𝐞 𝐓𝐚𝐱, 𝐚𝐧𝐝 𝐭𝐡𝐞 𝟐𝟎𝟐𝟕 𝐂𝐡𝐚𝐧𝐠𝐞𝐬

Recent announcements have confirmed significant changes to how pensions are treated for Inheritance Tax from April 2027.

For many, pensions have played an important role in generational wealth planning. These changes may alter how effective they are in that role and could have wider implications for your overall financial plans.

Although April 2027 may sound some way off, in practice there is a relatively short window to review your arrangements and consider whether action may be needed.

In this webinar, we will explain:

• What is changing and how pensions may be treated differently
• What this could mean in practical terms
• The key areas you may wish to review over the coming year

𝐖𝐡𝐨 𝐬𝐡𝐨𝐮𝐥𝐝 𝐚𝐭𝐭𝐞𝐧𝐝?

This session may be particularly relevant for those with significant pension funds, individuals using pensions as part of their generational wealth planning, and families thinking about passing wealth to the next generation.

𝐃𝐚𝐭𝐞: Wednesday 22 April 2026

𝐓𝐢𝐦𝐞: 11:00am (UK time)

𝐃𝐮𝐫𝐚𝐭𝐢𝐨𝐧: 45 minutes, plus Q&A

The webinar is free, although places are limited.

To register, please click the link below:

Recent announcements have confirmed significant changes to how pensions are treated for Inheritance Tax from April 2027. For many individuals and families, pensions have long been an important part of generational wealth planning. These changes may alter how effective they are in that role and could...

10/04/2026

𝐅𝐫𝐞𝐞 𝐖𝐞𝐛𝐢𝐧𝐚𝐫: 𝐎𝐧𝐞 𝐘𝐞𝐚𝐫 𝐭𝐨 𝐏𝐥𝐚𝐧 – 𝐏𝐞𝐧𝐬𝐢𝐨𝐧𝐬, 𝐈𝐧𝐡𝐞𝐫𝐢𝐭𝐚𝐧𝐜𝐞 𝐓𝐚𝐱, 𝐚𝐧𝐝 𝐭𝐡𝐞 𝟐𝟎𝟐𝟕 𝐂𝐡𝐚𝐧𝐠𝐞𝐬

Recent announcements have confirmed significant changes to how pensions are treated for Inheritance Tax from April 2027.

For many, pensions have played an important role in generational wealth planning. These changes may alter how effective they are in that role and could have wider implications for your overall financial plans.

Although April 2027 may sound some way off, in practice there is a relatively short window to review your arrangements and consider whether action may be needed.

In this webinar, we will explain:

• What is changing and how pensions may be treated differently

• What this could mean in practical terms

• The key areas you may wish to review over the coming year

𝐖𝐡𝐨 𝐬𝐡𝐨𝐮𝐥𝐝 𝐚𝐭𝐭𝐞𝐧𝐝?

This session may be particularly relevant for those with significant pension funds, individuals using pensions as part of their generational wealth planning, and families thinking about passing wealth to the next generation.

𝐃𝐚𝐭𝐞: Wednesday 22 April 2026
𝐓𝐢𝐦𝐞: 11:00am (UK time)
𝐃𝐮𝐫𝐚𝐭𝐢𝐨𝐧: 45 minutes, plus Q&A

The webinar is free, although places are limited.

To register, please click the link below:

Recent announcements have confirmed significant changes to how pensions are treated for Inheritance Tax from April 2027. For many individuals and families, pensions have long been an important part of generational wealth planning. These changes may alter how effective they are in that role and could...

21/03/2026

Moments like this are a great reminder of why we do what we do. Rowley Turton has been recognised as a Top Rated Firm in the VouchedFor Top Rated Guide.

This recognition reflects the continued trust our clients place in our team and the care our advisers bring to supporting people with their financial planning.

Thank you to everyone who took the time to leave a review and share their experiences with us. It means a great deal to the whole firm.

12/03/2026

A nice milestone for Rowley Turton today — we’ve reached 100 Google reviews ⭐⭐⭐⭐⭐

It's now 30 years since the firm was founded and we are incredibly grateful to the clients who have trusted us with their financial planning and taken the time to leave such kind feedback.

And thank you to the fantastic Rowley Turton team who make this possible every day.

25/02/2026

Free webinar: Mastering Tax Planning: Strategies for End of Tax Year 2025/26

The end of the tax year is one of the few times you get a clear deadline to take meaningful financial action. Miss it, and some allowances are gone for good.

With income thresholds still tight and rules continuing to evolve, it is easy to let the weeks slip by and only realise later that you could have reduced tax, boosted long-term growth, or strengthened your plans for retirement and family.

In this webinar, we will focus on what you can do now, before 5 April 2026. It is designed to help you prioritise quickly and take sensible, tax-smart steps while there is still time.

WHO SHOULD ATTEND?
This webinar is suitable for:
• Higher earners who want to avoid the 60% tax band
• Investors who want to use Income Tax and Capital Gains Tax exemptions
• Families who want to use Inheritance Tax allowances more effectively
• People planning for retirement who want to make better use of pensions

WHAT WILL YOU LEARN?
In this webinar, you’ll learn:
• How to use Income Tax and Capital Gains Tax exemptions to support investment growth
• Strategies to reduce or avoid the 60% tax band
• How to use Inheritance Tax allowances and gifting each year
• Smart ways to use pensions for tax efficiency and retirement planning

WHEN AND WHERE?
Join us for this webinar on Friday 6 March 2026 at 11 am (UK time).

The webinar is free. However, please ensure you book early, as places are limited.

The webinar will last for 45 minutes, plus time for questions.

To register, fill in the form below.

The end of the tax year is one of the few times you get a clear deadline to take meaningful financial action. Miss it, and some allowances are gone for good. With income thresholds still tight and rules continuing to evolve, it is easy to let the weeks slip by and only realise later that you could h...

19/01/2026

Rowley Turton Shortlisted Again for Financial Advisory Firm of the Year

We’re pleased to share that Rowley Turton has been shortlisted for Financial Advisory Firm of the Year at the 2026 Wealth & Asset Management Awards, hosted by MoneyAge.

This recognition follows our success in winning the same award in 2025, making this year’s shortlist particularly meaningful. To be recognised again reflects consistency in how we operate as a firm — not just a single strong year, but an ongoing commitment to high-quality, independent financial planning.

The MoneyAge Wealth & Asset Management Awards celebrate excellence across the UK advice and wealth management sector, with judging focused on client outcomes, professionalism, service quality and business sustainability.

At Rowley Turton, our focus has always been on doing the fundamentals well: thoughtful financial planning, careful investment oversight, and long-term relationships built on trust. Being shortlisted again suggests that this approach continues to stand up to external scrutiny.

We’re proud of the entire team for the work they do every day, and grateful to our clients for their continued confidence in us. We look forward to the awards ceremony later this year and will share an update in due course.

19/01/2026

𝐏𝐚𝐬𝐬𝐢𝐧𝐠 𝐰𝐞𝐚𝐥𝐭𝐡 𝐨𝐧 𝐢𝐬𝐧’𝐭 𝐣𝐮𝐬𝐭 𝐚𝐛𝐨𝐮𝐭 𝐬𝐚𝐯𝐢𝐧𝐠 𝐭𝐚𝐱.

Too often, estate planning focuses on minimising IHT at all costs — and in doing so creates complexity, rigidity, and sometimes family tension.

With pensions, ISAs and trusts operating in a more complex landscape in 2026, well-intentioned plans can easily have unintended consequences.

In our upcoming free webinar, Rowley Turton will explore what effective generational wealth planning looks like today — and why helping your family is often a better objective than chasing the lowest possible tax bill.

📅 Thursday 29 January 2026

⏰ 11:00am (UK)

🎁 Complimentary copy of Enough? by Paul Armson for all attendees

Register here 👉

Estate planning can easily become all about saving tax. For many families, that narrow focus can lead to plans that feel complicated, inflexible, and more likely to cause confusion or disagreement later on. In 2026, with pensions, ISAs, and trusts sitting in a more complex post-reform landscape, wel...

13/01/2026

Inheritance Tax is rarely triggered by a single big decision.

More often, it builds up quietly over time — through frozen thresholds, rising property values, pensions left untouched, and paperwork that hasn’t been reviewed for years.

Individually, none of these feel urgent.

Together, they can create an unexpected issue for families.

That’s why we created a 3-minute Pension & IHT Exposure Scorecard — to help people see whether that quiet creep may be affecting them.

From April 2027, most unused pension funds may be treated as part of your estate for Inheritance Tax. Combined with frozen IHT thresholds and rising property values, many families could face unexpected tax bills.