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16/10/2026

Why bond markets suddenly matter again

Concerns about government borrowing, inflation and the global economic outlook have contributed to higher bond yields and increased market attention.

This article explains what's driving these changes and why government bonds continue to play an important role in helping manage risk within portfolios: https://www.wolfewealth.co.uk/article/detail/sjpp/why-bond-markets-suddenly-matter-again.html

Wolfe Wealth & Financial Planning Ltd 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

14/10/2026

Beating the deadlines: tax dates for business owners

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.wolfewealth.co.uk/article/detail/sjpp/beating-the-deadlines-tax-dates-for-business-owners.html

Wolfe Wealth & Financial Planning Ltd 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

09/10/2026

Finding control when money feels overwhelming

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.wolfewealth.co.uk/article/detail/sjpp/finding-control-when-money-feels-overwhelming.html

Wolfe Wealth & Financial Planning Ltd 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

07/10/2026

How pension changes could affect your inheritance tax plans

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.wolfewealth.co.uk/article/detail/sjpp/how-pension-changes-could-affect-your-inheritance-tax-plans.html

Wolfe Wealth & Financial Planning Ltd 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

02/10/2026

Keeping it in the family: planning ahead for business succession

Preparing for family business succession takes time, careful planning, accurate valuation and open conversations. No two family businesses are the same, so what works for your family business will be specific and unique to you.

A fair outcome may not always mean equal shares for beneficiaries, depending on their involvement with the business. But honest communication can help to smooth the path.

Learn more on planning ahead for business succession: https://www.wolfewealth.co.uk/article/detail/sjpp/keeping-it-in-the-family-planning-ahead-for-business-succession.html

Wolfe Wealth & Financial Planning Ltd 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

30/09/2026

The taxable benefits of buying an annuity

From pension freedoms to rising rates, the role of annuities in retirement planning has come full circle.

Today, a combination of improved pricing, market uncertainty and upcoming IHT changes is driving renewed interest in guaranteed income. But with considerations around flexibility, timing and inflation, understanding where they fit is key.

SJP’s article explores how annuities can support a balanced retirement strategy.

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

Wolfe Wealth & Financial Planning Ltd 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

25/09/2026

New 22% charge on cash in investment ISAs

New rules will affect how cash held within investment ISAs is taxed, and a simplified ISA for first time buyers is also being introduced.

Learn what’s happening and what it means in practice: https://www.wolfewealth.co.uk/article/detail/sjpp/isa-changes-22-percent-charge-on-cash-in-investment-isas-plus-simpler-first-time-buyer-isa.html

Wolfe Wealth & Financial Planning Ltd 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 03/07/2026

23/09/2026

Managing finances in bereavement

Handling finances during a bereavement is never easy.
For many people, it can feel overwhelming to navigate the practical and legal steps at such an emotional time.

This article provides a simple outline of what’s involved, including probate and the role of an executor. It also highlights how taking things gradually can help make the process more manageable.

🔗 Read more: https://www.wolfewealth.co.uk/article/detail/sjpp/managing-finances-in-bereavement.html

Wolfe Wealth & Financial Planning Ltd 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 03/07/2026

18/09/2026

Five trends defining the UK SME market in 2026

Building a successful business is about more than responding to today's challenges. It's also about creating opportunities for the future.

From leadership development and succession planning to growth funding and long-term value creation, this article explores five trends shaping the UK SME landscape in 2026.

Read more: https://www.wolfewealth.co.uk/article/detail/sjpp/five-trends-defining-the-uk-sme-market-in-2026.html

Wolfe Wealth & Financial Planning Ltd 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 20/07/2026

16/09/2026

Women and wealth: A growing frontier

The latest issue of The Investor magazine is here, this time focusing on women and wealth.

This edition explores how women’s financial power is growing and what that means for long-term planning, as well as the broader economic landscape and how to approach ongoing market volatility.

🔗https://www.wolfewealth.co.uk/article/detail/sjpp/women-and-wealth-a-growing-frontier.html

Wolfe Wealth & Financial Planning Ltd 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 22/07/2026

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

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