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Everyone should be confident about their future and our dedicated team of experts ensure you feel in

16/10/2026

Pensions and inheritance tax. The rules are changing, and we’re already on it 💪

From 6 April 2027, unused pension funds will count towards your estate for inheritance tax 📅

What we’re doing about it 👇

🔍 Revisiting the assumptions in every plan this affects
🔄 Rethinking which pots you draw from first
👨👩👧 Making sure your wealth still reaches the people you love

Your plan wasn’t wrong. The rules changed ✅

Ahead of the Budget on 28 October, expect plenty of guesswork. This one’s already confirmed, and there’s time to plan calmly ⏳

Not sure where you stand? It all starts with a cuppa and a chat ☕

Make the most of it 💙

13/10/2026

If every fund now claims to be sustainable, how do you know which ones really are? 🤔

It’s a question every sustainable investor should be asking their investment manager.

𝗦𝗽𝗼𝘁𝘁𝗶𝗻𝗴 𝗴𝗿𝗲𝗲𝗻𝘄𝗮𝘀𝗵𝗶𝗻𝗴 𝗺𝗲𝗮𝗻𝘀 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝗯𝗲𝘆𝗼𝗻𝗱 𝘁𝗵𝗲 𝗹𝗮𝗯𝗲𝗹 𝗼𝗻 𝗮 𝗳𝗮𝗰𝘁𝘀𝗵𝗲𝗲𝘁 👇

🔎 Where does the money actually go?
📋 Do the claims stand up to scrutiny?
🏢 What is the investment manager doing across the rest of its business?

Because credibility isn’t about saying the right things.
It’s about whether those words hold up when someone takes a closer look.

In the latest instalment of our Resolve series, Dr Alan Whittle, our Resolve ESG fund consultant, explains how investment managers are assessed - and why the scrutiny never really stops.

Read the full article in the comments 👇

12/10/2026

A little good news to start the week 🌍

💙 A UK first offers hope for fertility after cancer treatment
🔬 An early trial brings encouraging news for Parkinson’s research
🐅 Wildlife comebacks show that conservation works
👓 Gene therapy and special goggles offer hope for people with sight loss

And closer to home… 👋

We’re proud to have become a patron of Mahdlo Youth Zone, helping support a safe, welcoming space for young people in Oldham. From rock climbing to songwriting, Mahdlo gives young people opportunities to try something new, build confidence and feel they belong.

Pictured are Andrew Young and Jade Jackson with Mahdlo’s Partnerships & Engagement Fundraiser, Michelle Gibbons.

Good things are happening 💙

07/10/2026

Check out James' one-minute summary on this week's markets 📽 5th Oct

📉 Global markets

🤖 Is the AI boom is starting to overheat parts of the economy?

🛢️ Oil prices remain one to watch, with Saudi Arabia cutting prices for Asian buyers and the US and G7 releasing reserves

💻 Higher borrowing costs are also starting to affect some of the biggest names in AI, increasing the pressure on companies to turn huge investment into strong profits

🌍 In Europe, political uncertainty has returned, with rising borrowing costs in France and a new election called in Spain

📊 Attention now turns to company results. A strong earnings season could go a long way towards calming some of these concerns

06/10/2026

“Sustainable investing” can get treated as though it’s all about the environment.

It’s not.

In this clip, Dr Alan Whittle, our Resolve ESG fund consultant, discusses the part of sustainable investing that excites him most:

🤝 Supporting access to credit
📦 Strengthening logistics
🌱 Creating opportunities for businesses

From South America and sub-Saharan Africa to the Indian subcontinent, sustainable investing can have a very human impact.

Because doing right by the planet and doing right by people aren’t separate goals.

They’re part of the same one.

𝗪𝗵𝗮𝘁 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 𝗺𝗼𝘀𝘁 𝘁𝗼 𝘆𝗼𝘂 - 𝗲𝗻𝘃𝗶𝗿𝗼𝗻𝗺𝗲𝗻𝘁𝗮𝗹 𝗶𝗺𝗽𝗮𝗰𝘁, 𝘀𝗼𝗰𝗶𝗮𝗹 𝗶𝗺𝗽𝗮𝗰𝘁 𝗼𝗿 𝗯𝗼𝘁𝗵?

Tell us below 👇

05/10/2026

A little good news to start the week 🌍
🚗 Electric cars are going the distance
🐦 England’s terns are making a comeback
🌊 Norway has created its biggest marine reserve
🦍 A rescued gorilla has become a mother in the wild
💙 More support is helping people age well

And closer to home… 👋

Becketts attended the Empowering Excellence Conference & Awards, hosted by the Business & Operations Managers network, celebrating the people who keep businesses running behind the scenes.

Good things are happening 💙

28/09/2026

There’s plenty happening in the world that’s worth feeling hopeful about 🌍

Here are a few stories that caught our attention this week…

🌊 100 nations have now ratified the High Seas Treaty, building momentum for greater ocean protection
🩺 A new non-invasive test could make womb cancer checks simpler and less uncomfortable
💉 Thailand has eliminated rubella as a public health problem
🏥 Martha’s Rule is being extended to every A&E ward in England, giving patients and families another voice when they’re concerned about care
🌿 Volunteers are transforming Britain’s railway stations into thriving community gardens

And closer to home… 👋

The Becketts team were proud to be at Goodstock 2026 in Manchester last week, joining the conversation on how investing can help make meaningful change.

Good things are happening 💙

25/09/2026

The biggest investment myth? That volatility is bad 📉📈

Markets go up. Markets go down. That's not a flaw in investing. It's part of how it works.

Volatility only becomes a real risk when you haven't planned for it, for example if you need your money in the short term.

With a clear, long-term plan in place, those ups and downs become far less daunting 🧭

That's where good financial planning comes in: knowing what you need, when you need it, and building around that.

Want to chat it through? It all starts with a cuppa and a chat ☕

Make the most of it 💙

The value of investments can go down as well as up, and you may get back less than you invested.

23/09/2026

We think you deserve to know before you invest - not after.

In this clip, Dr Alan Whittle PhD MSc FPFS, our Resolve ESG fund consultant, explains:

🔎 Why Resolve doesn’t rely on a fixed exclusion list
💬 What to do if there’s something you never want exposure to
🤝 Why honest advice sometimes means saying, “This one might not be for you”

And we’re fine with that.

Is there something you would want ruled out completely from your own portfolio?

Tell us below 👇

21/09/2026

There’s plenty happening in the world that’s worth feeling hopeful about 🌍

Here are a few stories that caught our attention this week…

💗 A life-extending breast cancer drug has been approved for use in England following a two-year campaign
📚 Reading for pleasure has been linked to better mental health and stronger cognitive skills
🏖️ Plastic bag litter on UK beaches has fallen by 80% since charges were introduced
🐋 Iceland has moved closer to ending commercial whaling for good

From medical breakthroughs to positive changes for people and the planet, these stories are a welcome reminder that progress is happening every day.

Good things are happening.

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