Orestone Wealth Management

Orestone Wealth Management At Orestone Wealth Management, we take away the frustrations of financial planning and offer straigh

02/09/2026

For many people, a pension is one of their biggest assets. From April 2027, it could also become an important inheritance tax (IHT) consideration. From this date, most unused pension funds will be included when the value of someone's estate is calculated for IHT purposes.

For some families, this will make little difference. For others, especially those with larger pension pots or estates, it could mean that more tax is due and less wealth passes to loved ones.

In the coming months, we’ll publish a series of articles exploring what the new rules could mean for people and their estate-planning decisions.

In our latest blog post, we explain what’s changing, who may be affected and some practical steps to consider.

https://www.orestonewealth.co.uk/post/how-pension-changes-could-affect-your-inheritance-tax-plans

We hope you have a lovely long bank holiday weekend! We’ll be closed on Monday so we’ll see you again on Tuesday 1st Sep...
29/08/2026

We hope you have a lovely long bank holiday weekend!

We’ll be closed on Monday so we’ll see you again on Tuesday 1st September.

This October, Adrian and Lee will be swapping the comfort of the Orestone Wealth Management office for walking boots as ...
19/08/2026

This October, Adrian and Lee will be swapping the comfort of the Orestone Wealth Management office for walking boots as we take on a demanding three-day, hut-to-hut trek through Mallorca’s Tramuntana mountains — all to raise money for the St. James’s Place Charitable Foundation.

The Foundation supports hundreds of smaller charities helping disadvantaged young people and those with disabilities, people affected by cancer or mental-health difficulties, and those who depend on hospice and end-of-life care.

Donations raised through the SJP community are matched by St. James’s Place, helping every contribution go even further.

If you would like to support us, we would be incredibly grateful for any donation you can make. It’ll make a genuine difference and give the team some much-needed motivation when the legs are aching and there is still another mountain ahead!

You can donate here:

https://www.justgiving.com/page/adventures-of-lee-and-adrian-howard?utm_medium=FA&utm_source=EM

Please feel free to share with your friends, family or colleagues to spread the news of our trek.

Here are some pics of previous hikes in aid of the SJP Charitable Foundation!

16/08/2026

Having a say on what assets you want to leave to whom – through a Will – has never been as important, regardless of your relationship status.

If you die without a valid Will, the rules of intestacy set out who inherits your estate.

For unmarried couples, a surviving partner would have no entitlement to their partner’s estate unless this wish had been explicitly documented in a valid Will.

For cohabiting couples, how you own your home matters. If owned as joint tenants, the whole property will automatically pass to the surviving partner on death.

To find out more read our blog post - https://www.orestonewealth.co.uk/post/where-theres-a-will-theres-a-say

11/08/2026

Good morning from the team!

We’re here to help you feel more confident about your finances, whether you’re planning for the future, reviewing your investments, considering your pension or simply looking for some professional guidance.

If there’s something you’ve been meaning to talk through, why not get in touch?

Our team is always happy to have a conversation and explore how we can help.

Our consultant Martin received a great review last week! Our aim is to always give jargon free advice to all our clients...
05/08/2026

Our consultant Martin received a great review last week!

Our aim is to always give jargon free advice to all our clients whilst being professional and ensuring the job gets done. Well done Martin 💪

02/08/2026

Andy Burnham’s first week as the new UK prime minister saw a raft of announcements.

These included exempting those whose only income is the state pension from income tax, cutting VAT on energy bills and a £2 cap on bus fares.

There was also news of a reduction in business rates for pubs, clubs and live music venues.

If you want to read more head to our blog - https://www.orestonewealth.co.uk/post/a-new-prime-minister---and-a-week-of-announcements

Last week we welcomed Elijah Addai, a student at Torquay Academy for work experience! Elijah has a strong interest in fi...
21/07/2026

Last week we welcomed Elijah Addai, a student at Torquay Academy for work experience!

Elijah has a strong interest in finance, particularly investment banking and private equity.

He stated that 'during his work experience at Orestone Wealth Management, he gained insight into financial advice, investment planning, client fact-finding, and wealth management. He also explored how technology and Al are being integrated into financial services while developing valuable skills in communication, organisation, teamwork, and professionalism. The experience strengthened his ambition to pursue a career in finance and deepened his understanding of the industry.'

It was great to have Elijah with us and we are delighted to have given him a deeper understanding of a typical week working in finance 🥳

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2 The Old Bank Chambers, Fore Street, St Marychurch
Torquay
TQ14PR

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Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm
Saturday 10am - 4pm

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