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Monday 9:30am - 6:30pm Tuesday 9:30am - 6:30pm Wednesday 9:30am - 6:30pm Thursday 9:30am - 6:30pm Friday 9:30am - 3:30pm

TPD Wealth Management Ltd

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TPD Wealth Management Ltd

Whatever the future brings, we'll strive to produce tailored solutions as individual as you are.

We offer free of charge Pension Reviews to help people potentially boost their income in retirement. This will look at the effect of pension charges on your funds, and see if you can benefit from transferring to a more competitively charged pension.

02/09/2026

Delays in estate planning could cost UK families £12.3 billion when changes mean pensions will form part of your estate next year, according to a report covered by Today's Wills and Probates.

Under the current rules, most pension wealth sits outside your estate for Inheritance Tax purposes.

However, for many pension holders, that will change on 6 April 2027, as most pensions will be included in Inheritance Tax calculations.

Read our blog, linked below, to learn more about the upcoming changes and how you can pass on your wealth to your loved ones tax-efficiently.

https://tpdwealth.co.uk/the-12-3-billion-cost-of-delaying-estate-planning/

31/08/2026

Why a tailored financial plan matters:

1. Looking beyond the value of assets could paint a clearer picture
2. A financial plan may bring together multiple assets
3. You could identify tax allowances and exemptions
4. A strategy might help you measure the impact of your decisions
5. A clear plan could reduce impulsive decisions

Get in touch or read our blog, linked below, to find out how we could help you reach your goals.

https://tpdwealth.co.uk/wealth-v-strategy-why-a-financial-plan-is-essential/

28/08/2026

On the surface, doing nothing seems like a simple investment strategy.

However, investment markets often experience volatility, which could tempt investors to make decisions based on short-term emotions that harm their long-term growth.

To learn more about why doing nothing is often the best course of action and the common financial biases that could be provoking you into making hasty decisions, click the link below.

https://tpdwealth.co.uk/why-doing-nothing-might-be-the-hardest-investment-strategy-to-follow/

26/08/2026

A product transfer and a remortgage are not the same thing.

A remortgage means moving to a new lender, which could give you access to a wider range of deals.

A product transfer means staying with your current provider, which may be quicker and involve less paperwork.

Read our blog, linked below, to discover the pros and cons of each option.

https://tpdwealth.co.uk/product-transfer-v-remortgage-whats-the-difference/

24/08/2026

Choosing the right mortgage is about more than finding the lowest rate.

A tracker-rate mortgage follows the Bank of England base rate, plus a defined percentage. This means your repayments could rise or fall during the term.

While tracker-rate mortgages may look competitive, they are not automatically the right option for everyone.

Read our blog, linked below, to learn more about tracker-rate mortgages and the other options you might want to consider.

https://tpdwealth.co.uk/tracker-rate-mortgages-are-on-the-rise-could-it-be-a-valuable-option-for-you/

21/08/2026

In June, tech entrepreneur Elon Musk made headlines by becoming the first trillionaire when his company SpaceX was listed on the NASDAQ stock exchange.

Yet, the BBC reports that within two weeks, Musk lost his trillionaire status when technology stocks tumbled.

Musk remains the world’s richest person, but the news highlights the potential risk for business owners who rely on their company when assessing wealth.

Read our blog, linked below, to discover the important distinction between building personal wealth and building business value.

https://tpdwealth.co.uk/the-difference-between-building-wealth-and-building-business-value/

19/08/2026

Are you missing out on chances to reduce your Inheritance Tax bill?

A recent report covered by Today's Wills and Probate discovered that a person beginning estate planning at 50 and making use of multiple strategies, such as exemptions, reliefs, and business relief investments, could, on average, pass on £397,000 more to loved ones than those who delayed estate planning until they were 70.

If you want to learn more about some of the strategies that can mitigate a potential Inheritance Tax bill, click the link below.

https://tpdwealth.co.uk/the-12-3-billion-cost-of-delaying-estate-planning/

17/08/2026

Cash can often feel like a "safe" option, because:

1. It feels more tangible than alternatives
2. You can access it whenever you need it
3. It can seem more stable than other assets

However, inflation can erode the value of your cash in real terms if the interest rate doesn't keep up.

Read our latest blog, linked below, to learn more about why so many people default to cash, and the other options you might want to consider.

https://tpdwealth.co.uk/how-psychology-might-affect-your-view-of-cash-and-safety/

14/08/2026

Rental reform under the Renters' Rights Act came into force on 1 May 2026.

For landlords, it represents a significant change, so if you already have a property portfolio or are considering purchasing buy-to-let properties, it's important to be aware of the reforms.

Read our blog, linked below, to discover 5 of the key changes to be aware of.

https://tpdwealth.co.uk/renters-rights-act-5-important-changes-landlords-need-to-be-aware-of/

Please note: This article is for general information only and does not constitute advice. The information is aimed at individuals only.

All information is correct at the time of writing and is subject to change in the future.

The Financial Conduct Authority does not regulate buy-to-let (pure) and commercial mortgages.

12/08/2026

When you're searching for you next home, having a clear budget is essential.

For many prospective buyers, that involves understanding how much you could borrow through a mortgage.

Read our blog, linked below, to discover 3 ways to assess your borrowing potential.

https://tpdwealth.co.uk/explained-how-much-can-you-borrow-through-a-mortgage/

Please note: This article is for general information only and does not constitute advice. The information is aimed at individuals only.

All information is correct at the time of writing and is subject to change in the future.

Your home may be repossessed if you do not keep up repayments on a mortgage or other loans secured on it.

Address

30 Great Underbank
Stockport
SK11NB

Opening Hours

Monday	9:30am - 6:30pm
Tuesday	9:30am - 6:30pm
Wednesday	9:30am - 6:30pm
Thursday	9:30am - 6:30pm
Friday	9:30am - 3:30pm

Website

http://www.tpdwealth.co.uk/

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