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

Juniper Wealth Management

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Juniper Wealth Management

Proud to offer a comprehensive service to clients looking for a personal bespoke approach to finance

01/06/2026

If you're not entirely sure, you're not alone.
Many professionals build up pensions across different employers and providers throughout their careers. Over time, it becomes harder to see how everything fits together.
A scattered portfolio can make it difficult to understand whether you're on track to achieve your goals.

Read our latest blog on The Scattered Portfolio Problem via the link:
https://juniperwealth.co.uk/blog/the-scattered-portfolio-problem-why-high-earners-have-seven-pensions-and-no-plan/

📩 If you'd like help bringing everything together, get in touch for a conversation.

29/05/2026

A strategy that worked five years ago may not be the right strategy today.

With pensions expected to fall within the inheritance tax net from April 2027, many families may need to rethink how retirement and estate planning work together.

27/05/2026

For years, many people were advised to preserve their pension wealth for as long as possible.

But from April 2027, the rules are expected to change for many families.

Good financial planning isn’t static - strategies should evolve as the rules change.

You can read more over on this weeks blog post.

https://juniperwealth.co.uk/blog/ive-been-told-to-spend-my-pension-first-is-that-still-good-advice/

25/05/2026

We hope you’ve enjoyed the long bank holiday weekend as much as we have?

We’ll be back in the office first thing in the morning, ready to tackle the new week.

22/05/2026

A major shift in inheritance tax planning is coming.

From April 2027, unused pension funds are expected to fall within the inheritance tax net - meaning many existing retirement and estate plans may need reviewing.
Now is the time to plan ahead.

Read the full article from Juniper Wealth

18/05/2026

Unused pension funds are set to become part of your estate for inheritance tax purposes from April 2027.

That means many existing retirement and legacy strategies may need revisiting now — while there’s still time to plan effectively.
Twelve months can disappear quickly.
Start the conversation early.

Read more over on the Juniper Wealth website.

15/05/2026

Esther has been nominated in two categories of the Women in Finance Awards 2026. The first one is Best Role Model (small business) & the second is Best Team Leader (small business).

Huge congratulations on the nomination Esther, you’re a credit to the team!

14/05/2026

Find out what the new BPR/APR cap could mean for your family - This weeks blog post gives all the information in the simplest way.

https://juniperwealth.co.uk/blog/the-2-5-million-bpr-apr-cap-what-farming-families-and-business-owners-should-be-doing-now/

11/05/2026

Rules have changed, and existing plans or wills may no longer work in the way they were originally intended.
Understanding your position early can make future decisions far clearer and far less stressful.

This weeks blog post has all of the insights. (Link in comments)

08/05/2026

Four principles quietly do most of the work in long-term investing, and none of them will excite the financial press.
Markets work. Diversification reduces risk. Costs compound against you. Behaviour is the biggest risk of all.
It doesn’t need to be more complicated than that.

Full blog post linked in bio.
Capital at risk.

Address

Old Docks House
Penwortham
PR21AU

Opening Hours

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

Website

https://juniperwealth.co.uk/

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