CFS Wealth Planning Limited

05/12/2025

Entrepreneurship has no age limit, but every stage comes with its own challenges. 🚀

Whether you’re starting out in your 20s or building on experience in your 50s, this article shares how age shapes your start-up journey and why a Head, Heart & Hand approach can help every founder grow with clarity, purpose, and balance: https://www.cfswp.co.uk/article/detail/sjpp/the-right-age-to-start-a-business.html

CFS Wealth Planning Limited 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 07/11/2025

04/12/2025

Chancellor Rachel Reeves has announced that the annual cash ISA allowance will fall from £20,000 to £12,000 from April 2027, encouraging savers to explore investment options.https://www.cfswp.co.uk/article/detail/sjpp/chancellor-cuts-cash-isa-limit-to-promote-investment.html

With these changes adding more complexity to financial planning, the value of professional financial advice has never been clearer. Get in touch today to see how these changes may affect your savings and investments.

The value of your investment can go down as well as up. You could get back less than you invested. Investments do not provide the security of capital which is characteristic of a Cash ISA.

Cash ISAs are not available through St. James's Place.

CFS Wealth Planning Limited 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 1/12/25

28/11/2025

Chancellor Rachel Reeves has announced an annual tax on high-value homes in England. From April 2028, properties worth £2 million or more could face charges ranging from £2,500 to £7,500 per year. https://www.cfswp.co.uk/article/detail/sjpp/mansion-tax-to-hit-homes-worth-two-million-or-more.h

If you think you may be affected by the mansion tax, it’s wise to start planning now so you’re not caught out in 2028. Get in touch.

CFS Wealth Planning Limited 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 28/11/25

Chancellor Rachel Reeves has announced a new tax on high-value homes in England, as part of her Autumn Budget. The annual levy, which will cost up to £7,500, will take effect from April 2028.

27/11/2025

The Chancellor has delivered her 2025 Budget. If you’re unsure what the changes could mean for your money, we're here to help.

CFS Wealth Planning Limited 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 25/11/2025