Curzon Wealth Management Ltd

15/10/2026

For years, pensions have offered a valuable tax advantage alongside retirement income, enabling people to pass on wealth to the next generation. But from April 2027, most unused pensions and death benefits will fall into estates for IHT purposes.

In some cases, inherited pensions may be subject to both inheritance tax (IHT) and income tax.

If you pass your estate to a spouse or civil partner, it’s IHT free.

There are financial planning opportunities such as gifting, annuities and insurance cover which can help lower the tax burden for your beneficiaries.

https://www.curzonwm.com/article/detail/sjpp/pensions-and-iht-the-double-tax-trap?partner=matthewcurzon

For years, pensions have offered a valuable tax advantage alongside retirement income, enabling people to pass on wealth to the next generation. But from April 2027, changes to inheritance tax rules could mean some families face a significantly larger tax bill than they expected.

13/10/2026

President Trump last week announced that his administration had reached an agreement on the release of about 13.5 million barrels of Russian diesel.

https://www.curzonwm.com/article/detail/sjpp/weekwatch-12-10-2026?partner=matthewcurzon

President Trump last week announced that his administration had reached an agreement on the release of about 13.5 million barrels of Russian diesel. However, October’s shipment of 2.3 million barrels against daily global demand of about 30 million barrels means that in the short term, this is unli...

09/10/2026

🎉🎂 Wishing our lovely Becky, our fantastic Paraplanner, a very Happy Birthday for tomorrow! 🥳💗

We hope you have a wonderful day celebrating and get thoroughly spoilt! Have the best birthday, Becky! 🥂🎈

🎉

09/10/2026

Welcome to the latest issue of our quarterly investment insights newsletter from Chief Executive Officer for Investments Justin Onuekwusi.

https://www.curzonwm.com/article/detail/sjpp/investment-insights-the-curse-of-the-winner-uk?partner=matthewcurzon

Welcome to the latest issue of our quarterly investment insights newsletter from Chief Executive Officer for Investments Justin Onuekwusi.

06/10/2026

Triple lock to end from 2030, as Burnham sets out his vision for the country. Meanwhile French borrowing comes under pressure as electoral uncertainty spooks investors.

https://www.curzonwm.com/article/detail/sjpp/weekwatch-05-10-2026?partner=matthewcurzon

Last week’s Labour party conference gave the new prime minister a platform to set out his vision for the country, including some ambitious changes to housing and social care. However, the details of how this will be paid for won’t be revealed until the Budget at the end of the month, at the earl...

05/10/2026

☕💚 A huge thank you to everyone who joined us for our Macmillan Coffee Morning! 🍰

It was lovely to see so many of our clients, friends and colleagues, and to have a chance to catch up over a cup of tea, plenty of cake and some great conversations.

We’re delighted to have raised £318 for Macmillan Cancer Support! 🎉👏

Our fundraising page is still open, so if you’d like to support this wonderful charity, there’s still time to donate. Every contribution, big or small, makes a difference. 💚

👉 https://cm26.macmillan.org.uk/fundraising/cm26050392?

Thank you again to everyone who came along, donated, brought cakes and helped make the morning such a success! 🥰

01/10/2026

With less than four weeks before the chancellor John Healey stands up to give his first Budget, leaks about what might be announced have been few and far between.

https://www.curzonwm.com/article/detail/sjpp/autumn-budget-2026-with-a-month-to-go-what-lies-ahead?partner=matthewcurzon

With less than four weeks before the chancellor John Healey stands up to give his first Budget, leaks about what might be announced have been few and far between.

29/09/2026

Investors saw a perfect storm this week across financial markets. This culminated in US 10-year Treasury yields reaching 5.1%, a level last seen during the global financial crisis in 2007.

https://www.curzonwm.com/article/detail/sjpp/weekwatch-28-09-2026.html?partner=matthewcurzon

Investors saw a perfect storm this week across financial markets. This culminated in US 10-year Treasury yields reaching 5.1%, a level last seen during the global financial crisis in 2007. The 30-year Treasury yield rose even further, exceeding its level in 2004.

28/09/2026

☕🍰 A little reminder that our Macmillan Coffee Morning is this Wednesday!

Everyone is welcome, and it would be lovely to see you there. 💚

Come along for a coffee, some cake and a good chat, all while supporting a fantastic cause.

See you Wednesday! ☕🍰💚



📅 Date: Wednesday 30th September
⏰ Time: 10am – 1pm
📍 Location: Curzon Wealth Management, 4 Commercial St, Ogmore Vale, Bridgend, CF32 7BL

💚 Can’t make it but would still like to support us?

If you’d like to make a donation to this charity, which is so close to our hearts, you can visit our fundraising page here:
👉 https://cm26.macmillan.org.uk/fundraising/cm26050392?

24/09/2026

Bank of England keeps rates on hold as peers hike

The Bank of England (BoE) has voted to keep interest rates at 3.75% despite rising inflationary pressures.

https://www.curzonwm.com/article/detail/sjpp/bank-of-england-keeps-rates-on-hold-as-peers-hike.html?partner=matthewcurzon

Andrew Bailey, BoE Governor, said: “Today, we’ve held Bank Rate at 3.75%. So far, higher global energy costs have had a limited effect on price and wage setting in the UK. But the longer this volatility persists, the bigger the impact it will have on inflation, and the more likely it is we will ...