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White Lotus Wealth

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White Lotus Wealth

Providing broad based advice covers all areas of wealth management including, retirement planning, wealth protection and investment planning.

15/10/2026

Have you written your will yet?

79% of UK adults say they are comfortable talking about death, yet only 36% have written a Will*. The gap between conversation and action could have serious consequences for the people you care about most.

Discover why having a Will is so important: https://www.whitelotuswealth.co.uk/article/detail/sjpp/where-theres-a-will-theres-a-say.html

*The National Will Register, The National Wills Report 2025

Will writing involves the referral to a service which is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

White Lotus Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 17/08/2026

13/10/2026

For many business owners, a large proportion of family wealth is tied up in their business.

That makes succession planning one of the more important financial and strategic decisions they’ll have to make.

Read more about the importance of planning and getting advice: https://www.whitelotuswealth.co.uk/article/detail/sjpp/keeping-it-in-the-family-planning-ahead-for-business-succession.html

White Lotus Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 20/08/2026

08/10/2026

Could your pension increase your inheritance tax (IHT) bill? From April 2027, most unused pension funds will be included in estates when calculating IHT.

For some families and individuals, having unspent pension funds could significantly increase the value of their estate for IHT purposes.

Will these changes affect you? It’s worth taking some time to understand your position, plan and act.

Read more in here: https://www.whitelotuswealth.co.uk/article/detail/sjpp/how-pension-changes-could-affect-your-inheritance-tax-plans.html

White Lotus is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 20/08/2026

06/10/2026

If money worries are affecting your peace of mind, you're not alone.

Whether concerns relate to cash flow, debt or long-term financial security, it's easy to feel stuck or unsure where to start.

This article looks at how breaking problems into manageable steps, talking things through and seeking support can help create clarity and build confidence: https://www.whitelotuswealth.co.uk/article/detail/sjpp/finding-control-when-money-feels-overwhelming.html

White Lotus Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 20/08/2026

01/10/2026

You may have noticed bonds making more headlines recently.

Higher bond yields are reflecting growing uncertainty about inflation, interest rates and government debt levels around the world.

This article explains what's happening and why bonds still have an important role to play in many investment portfolios: https://www.whitelotuswealth.co.uk/article/detail/sjpp/why-bond-markets-suddenly-matter-again.html

White Lotus Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 04/09/2026

29/09/2026

Tax deadlines can creep up on even the most organised business owners.

From self-assessment returns to Making Tax Digital registration, there are a number of important dates coming up.

This article provides a useful reminder of the key deadlines ahead and why planning early can help avoid unnecessary pressure later on.

🔗 https://www.whitelotuswealth.co.uk/article/detail/sjpp/beating-the-deadlines-tax-dates-for-business-owners.html

White Lotus Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 03/09/2026

24/09/2026

From April 2027, most unused pension funds will be included in an estate for inheritance tax purposes. For many families, this could reshape how they think about drawing an income in retirement and passing wealth to future generations.

This article explores the implications of the new rules and why some retirees may face a new dilemma: preserve their pension or spend it?

🔗 https://www.whitelotuswealth.co.uk/article/detail/sjpp/the-new-retirement-dilemma-preserve-or-spend-your-pension.html

White Lotus Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 01/09/2026

22/09/2026

Small differences in earnings can become much bigger differences over a lifetime.

The gender pay gap, combined with career breaks and lower levels of long-term saving, continues to contribute to a significant pensions gap for many women.

This article explores why the issue persists and why having a clear plan, taking action and regularly reviewing finances can help build long-term financial resilience.

👉 https://www.whitelotuswealth.co.uk/article/detail/sjpp/closing-the-gap-women-pay-and-pensions.html

White Lotus Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 24/08/2026

18/09/2026

The Bank of England has kept interest rates on hold at 3.75%, despite continued inflationary pressures and recent rate rises in both the US and Europe.

With so much economic news competing for attention, it can be difficult to understand what these decisions might mean in practice.

This article provides some useful context around the Bank's latest decision and the factors shaping the outlook for interest rates and inflation.

🔗 Read more: https://www.whitelotuswealth.co.uk/article/detail/sjpp/bank-of-england-keeps-rates-on-hold-as-peers-hike.html

White Lotus Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 17/09/2026

01/09/2026

With most pensions set to fall within inheritance tax rules, many people are rethinking how and when to use their retirement savings.

While annuities can provide guaranteed income and may support estate planning by reducing pension wealth over time, they’re not without trade-offs.

Read on to explore why demand is growing, the key risks to consider, and how annuities can fit within your broader retirement strategy.

🔗 https://www.whitelotuswealth.co.uk/article/detail/sjpp/the-axable-benefits-of-buying-an-annuity.html

Taxation rules can change at any time and are dependent on individual circumstances.

White Lotus Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 02/07/2026.

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London
EC3V9

Opening Hours

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

Website

http://www.whitelotuswealth.co.uk/

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