Capital Planning Partners

Capital Planning Partners We offer professional, bespoke, relationship based financial advice Contact me today for a no-obligation review meeting.

SpaceX and the billion-dollar indexing dilemmaAt a glance:The SpaceX listing presents a dilemma for stock index provider...
16/07/2026

SpaceX and the billion-dollar indexing dilemma

At a glance:
The SpaceX listing presents a dilemma for stock index providers

Why SpaceX isn’t eligible for the flagship S&P 500 index

Consistency or realism? How index providers will deal with mega cap IPOs.

SpaceX has become one of the largest companies on the planet. Yet despite its size, it currently doesn’t qualify for inclusion in the US’s flagship stock market index, the S&P 500. Why?

Women and wealth: A growing frontierAt a glance:The great wealth transfer is one of the biggest factors behind the subst...
09/07/2026

Women and wealth: A growing frontier

At a glance:
The great wealth transfer is one of the biggest factors behind the substantial growth in female-held wealth.

Many women face financial challenges, such as the gender pay gap, which in turn contributes to the pensions and investment gap.

Accessing financial advice can boost confidence about managing money, while more than one in ten women prefer a female adviser.

Women own more wealth than at any time in history. Money is being earned, created through entrepreneurship, and inherited by women through wealth transfer at a rapidly growing rate.

Managing finances in bereavementAt a glance:The executor is the person responsible for carrying out the wishes set out i...
09/07/2026

Managing finances in bereavement

At a glance:
The executor is the person responsible for carrying out the wishes set out in the Will.

Probate is the legal process of distributing someone’s estate (their cash, property, assets and possessions) after they die.

If inheritance tax (IHT) is due on an estate, this must be paid to HM Revenue and Customs (HMRC) by the end of the sixth month after the person died (interest accrues on an unpaid bill after this deadline).

There are some practical and legal steps to go through. While these can feel daunting, taking it one step at a time can make things more manageable.

Can I gift assets to avoid paying care home fees?At a glance:Finding the money to pay for care home fees can be one of t...
06/07/2026

Can I gift assets to avoid paying care home fees?

At a glance:

Finding the money to pay for care home fees can be one of the biggest financial worries facing us in later life.

Your local authority may help fund your social care – but if they believe you’ve given assets away deliberately to avoid paying the cost of care fees, they can treat those assets as if you still owned them.

There are complex rules on giving away assets – we can help you understand these before transferring ownership of assets to someone else.

A place in a nursing home can cost £1,267 a week or even more1, and anyone with significant assets won’t qualify for state support. As we are all living longer, it is something more of us will need to consider and plan for in later life.

What is protection and why do I need it?At a glanceProtecting your family is often low on a busy to-do list, yet it’s a ...
25/06/2026

What is protection and why do I need it?

At a glance

Protecting your family is often low on a busy to-do list, yet it’s a fundamental part of any family’s financial plan – and financial resilience.

Financial protection such as insurance cover helps ensure that you and your family will be able to pay bills, maintain your lifestyle and safeguard your savings, should the worst happen.

A financial adviser can help you make sure you have the right level and type of protection for you, both now and in the future.

The value of protection insurance is clear. Cover brings peace of mind that the people you care about most will have a financial safety net should the worst happen.

Women and Wealth Report 2026
25/06/2026

Women and Wealth Report 2026

Women are earning, creating, inheriting and managing more wealth than ever before. Yet research suggests this is not matched by greater confidence or engagement with long-term financial decisions. This is according to St James’s Place’s Financial Health Report 2026: Women and Wealth, published t...

Brexit - A decade in charts - how has the UK fared?
25/06/2026

Brexit - A decade in charts - how has the UK fared?

On 23 June 2016 the UK voted in a referendum to leave the European Union, by a narrow margin of 52% to 48%. The UK had been a member state of the EU since 1973 and the outcome of the vote – and the decision to abide by what was a legally non-binding referendum – caused widespread anger among ‘...

New 22% charge on cash in investment ISAsAt a glance:A flat rate 22% charge will apply on the interest on cash held in i...
25/06/2026

New 22% charge on cash in investment ISAs

At a glance:
A flat rate 22% charge will apply on the interest on cash held in investment ISAs.

Money market funds held in an ISA won’t be classified as cash, and won’t be liable to the 22% charge, provided they don’t make up 100% of the ISA.

A simpler first-time buyer ISA will be launched to replace the lifetime ISA. It will pay a government bonus, but there will be no exit penalties.

The government has announced a 22% charge on the interest on cash savings held within non-cash ISAs, including stocks and shares ISAs and innovative finance ISAs, from April 2027.

Approaching retirement: what is the right time to de-risk?
05/06/2026

Approaching retirement: what is the right time to de-risk?

Moving from decades of building wealth to relying on investments for income is a significant transition. At this point, many people begin to think more carefully about risk, particularly how much of it they are comfortable taking.

Pensions UK Report: Figures paint dire picture of nation’s saving
04/06/2026

Pensions UK Report: Figures paint dire picture of nation’s saving

The amount of money needed for people to achieve a good standard of living in retirement has risen significantly in the last year.

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