Lee Blissett Wealth Management

20/10/2026

😊 It's been a while! 😊

At LBWM, we truly value the feedback we receive from our clients, and we were delighted to receive this recent testimonial from one of our professional clients.

Visit our website to read more testimonials and see what our clients have to say about working with us.

09/10/2026

Counting the cost: why caring shouldn't mean losing yourself

Becoming a carer for someone is a significant step in life. Helping loved ones through later life, ill health, disability or incapacity, is often highly rewarding. It can bring you closer together and ensure you can look back with no regrets. But caring can leave you feeling financially vulnerable – whether because of extra costs supporting people, or a reduction in income because you are working less or not at all. This situation can cause anxiety and stress for carers. Reviewing your finances and making a plan can help you stay in control while continuing to support the person you care for.

Caring for a loved one, in their old age or poor health, can be hugely rewarding and millions of people across the UK provide unpaid care1.

30/09/2026

We're proud to be continuing our growing relationship with Loughton Bowls Club

After recently supplying new mats for the club, it's fantastic to now see our advertisement displayed on the bowling green. We are looking forward to supporting the club over the coming years, and thank you to all the members for making us feel so welcome.

29/09/2026

The capital gains tax surprises that catch people out

Unexpected CGT bills are becoming more common, partly because the annual CGT exemption has fallen in recent years. To help avoid future surprises, keep records of purchases, sales and gifts of assets. This will make calculating any gains much easier. If you receive an unexpected CGT bill, take time to understand what triggered it, check the figures carefully and put a plan in place to pay it.

The run-up to a Budget often prompts people to think about tax and their finances. While future tax policy remains uncertain, understanding the rules that apply today can help avoid costly surprises. Capital gains tax (CGT) is one area where unexpected bills can arise, particularly as allowances hav...

29/09/2026

Great to meet with colleagues from the wider SJP community at the ‘Partnership Connect 2026’ London event, with really positive updates from CEO & CIO offices.

24/09/2026

Yesterday, we had the pleasure of attending an excellent event hosted by CISI Essex Branch at the iconic London Stadium.
The first session provided a deep dive into the growing role of AI in financial planning. The discussion explored how AI can be effectively integrated into existing workflows to enhance efficiency and support better outcomes. Equally important was the reminder that, particularly in the world of financial advice, human judgement, oversight and expertise remain critical.
In contrast, the second session focused on “Communicate to Connect”, exploring techniques for building trust and rapport quickly in face-to-face meetings, and how our unconscious communication habits can either strengthen or hinder our effectiveness when interacting with clients, colleagues and the people around us.
The afternoon concluded with networking, refreshments and a quick peek in the stadium, bringing back memories of our last visit in 2012 during the Paralympic Games.
A huge thank you to for delivering such an insightful and engaging event. It’s always valuable to take time out to learn, reflect and connect with fellow professionals.

17/09/2026

The new retirement dilemma: preserve or spend your pension

For years, many people viewed their pension as more than just a source of retirement income. It was also a tax-efficient way to pass wealth on to future generations. But changes coming into force in April 2027 could prompt many families to reconsider their retirement and estate planning.

From this date, most unused pension funds will be included when the value of someone's estate is calculated for inheritance tax (IHT) purposes.

For years, many people viewed their pension as more than just a source of retirement income. It was also a tax-efficient way to pass wealth on to future generations. But changes coming into force in April 2027 could prompt many families to reconsider their retirement and estate planning.

07/09/2026

At LBWM, we're committed to investing in our local community and supporting the organisations that help it thrive.

We were therefore delighted to help Loughton Bowling Club by supplying 12 new branded foot mats. It was wonderful to see them in use during the club's Finals Weekend and to play a small part in supporting such a fantastic local club.

We are proud to support organisations that encourage participation, friendship and community spirit, and we look forward to developing our relationship with the club in the years ahead.

If you are interested in joining Loughton Bowls Club LBC, they are always looking for new members and will give you a very warm welcome.

03/09/2026

How pension changes could affect your inheritance tax plans

For many people, a pension is one of their biggest assets. From April 2027, it could also become an important inheritance tax (IHT) consideration. From this date, most unused pension funds will be included when the value of someone's estate is calculated for IHT purposes.

For some families, this will make little difference. For others, especially those with larger pension pots or estates, it could mean that more tax is due and less wealth passes to loved ones.

In the coming months, we’ll publish a series of articles exploring what the new rules could mean for people and their estate-planning decisions.

In this article, we explain what’s changing, who may be affected and some practical steps to consider.

For many people, a pension is one of their biggest assets. From April 2027, it could also become an important inheritance tax (IHT) consideration. From this date, most unused pension funds will be included when the value of someone's estate is calculated for IHT purposes.

27/08/2026

Where there's a Will, there's a say

If you die without a valid Will, the rules of intestacy set out who inherits your estate.
For unmarried couples, a surviving partner would have no entitlement to their partner’s estate unless this wish had been explicitly documented in a valid Will.
For cohabiting couples, how you own your home matters. If owned as joint tenants, the whole property will automatically pass to the surviving partner on death.

There are many reasons for not making a Will. These range from ‘not getting round to it’ to thinking we’re too young to need one. There is also a common assumption that partners and children will automatically receive their fair share.

However, with family structures more blended than ever before, failing to prepare for who should benefit from your assets could mean your wishes are not realised.

According to the 2025 National Wills Report, 79% of UK adults are comfortable talking about death1. Yet when it comes to considering finances, only 36% of people have made a Will2.. This highlights the uncomfortable gap many of us fall into between discussing and doing.