Mason-Brown Financial Planning

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Tewkesbury
Mason-Brown Financial Planning

Chartered Financial Planner
Offering personalised financial planning advice Outside of work, I love spending time with my wife and two young sons.

Chartered Financial Planner - Jack Mason-Brown CertLTCP, AdvDipFA, Chartered ALIBF, Bsc (Hons)

Making sense of your finances by spending time with you, building trusted long term relationships and financial plans. I have worked in Financial Services for over 13 years following completion of my degree in Mathematics and Statistics. I achieved Chartered Status in January 2022 and now working toward

s becoming a 'Fellow' in Financial Planning. Prior to this new business venture I worked as a Financial Advisor with NFU Mutual, addressing the financial planning needs of both private and corporate clients, primarily across the South West. I built a successful career in my previous role and I pride myself on the quality of the advice I give and the time I spend monitoring the plans that I put in place for my clients. This wealth of experience and technical knowledge has enabled
me to assist clients in a wide variety of areas, such as:

Retirement Planning:
•Working with Business owners in planning for their retirement and a successful exit from their business.
•Supporting individuals to save for a comfortable retirement.
•Providing guidance and advice on how to make the most of their pension funds while minimising the tax implications. Investments
•Tax efficient Investment schemes
•Saving schemes for children and grandchildren
•Trustee Investments

Inheritance tax planning
•Protecting against future inheritance tax
•Investing within inheritance tax efficient vehicles
•Advice around trust and estate planning

Protection
•Advising business owners on protecting themselves and their businesses.
•Protecting families and individuals in the event of death or illness
•Mortgage protection

I will continue to stay updated with industry knowledge and continuously honing my skills to provide the best possible service for my clients. In a constantly evolving field like financial planning, this emphasis on personal and ethical development is invaluable. It ensures that our clients receive advice and strategies that are well-informed and aligned with their best interests. We enjoy lots of walks with our two dogs and I continue to play football for a local team.

30/04/2026

The new tax year started on the 6th April. No major shocks, but a number of smaller changes could affect what you keep and how you report it

29/01/2026

I was pleased to see some amendments to the proposed changes to Agricultural Property Relief and Business Property Relief from April 2026. I’ve updated my post to reflect these April 2026 changes, although I’m sure many within the agricultural community feel the government should go further with these proposals and not change from the current rules.

01/01/2026

Happy New Year to all my clients, friends and connections, wishing you a healthy and successful year ahead ✨

25/12/2025

Wishing all our clients and friends a very Merry Christmas 🎄
Thank you for your support throughout the year, we look forward to working with you in 2026.

23/12/2025

Pleased to see some amendments to the original proposed changes from the 6th of April 2026

£1m Agricultural and Business Property Reliefs threshold increased to £2.5m from April 2026 – allowing spouses or civil partners to pass on up to £5m in qualifying agricultural or business assets between them

26/11/2025

Here is a clear summary of the key announcements that I have taken from today’s Budget

29/10/2025

🎉 Mason-Brown Financial Planning turns two! 🎉

Hard to believe it’s already been two years since I took the leap and started my own business, time really does fly. It’s been full of challenges, lessons, and plenty of good moments along the way.

What I’ve enjoyed most is helping clients reach their financial goals, building strong relationships, and putting the right plans in place for their futures. I’m proud to offer full, holistic financial planning advice, always focused on giving clients real value and honest guidance.

Here’s to the next 30+ years of keeping things simple, relaxed, and focused on what really matters, helping people and businesses feel confident about their money and their future

08/10/2025

Only draft legislation has been released so far, and there may still be further changes. This is likely to have a significant impact on the agricultural community, particularly as farming is a way of life involving long hours and little opportunity to step away from the business. After speaking with several people within the agricultural sector, it’s clear there is real concern about the future succession of farms. With this in mind, taking time to consider financial planning now could make a real difference in protecting the farm’s future and ensuring its successful succession.

03/10/2025

Let’s be honest, when someone brings up “savings interest” at the pub, it’s usually the cue to head to the bar or pretend to take a very important call. But stick with me for just a couple of minutes, because if you’ve got money sat around doing nothing, there are some smart and tax-efficient ways to make it work harder, without needing a degree in finance.

Address

Tewkesbury

Website

http://www.masonbrownfp.co.uk/

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