Andrew Rogers Wealth Management Ltd

16/10/2026

Beware of the impact of inflation on your protection planning........

Most of us understand that inflation pushes up the cost of everyday essentials, from food shopping to energy bills. But fewer people realise it can also reduce the future value of their protection cover.

02/10/2026

What actually is a financial 'bubble'. Read on......

18/09/2026

Often seen as a last resort for IHT planning, but always an option to consider......

From April 2027, most unused pension funds will be included when calculating the value of someone's estate for inheritance tax (IHT) purposes. This will push more people into the scope of this tax.

11/09/2026

Why it's important to maintain a savings discipline if you can......

Molly and Taylor Haylett explain the changes to how they managed their finances when they started a family.

09/09/2026

What's the best way.............??

For years, many people viewed their pension as more than just a source of retirement income. It was also a tax-efficient way to pass wealth on to future generations. But changes coming into force in April 2027 could prompt many families to reconsider their retirement and estate planning.

09/09/2026

Why you should do it early........

For many young people making a will may not seem necessary, but here's why you shouldn't put it off.

01/09/2026

Barnsley & Rotherham's Chamber of Commerce Business Expo is inly a couple of weeks away, why not come down and say hello.

28/08/2026

Are the upcoming changes going to affect you...........??

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.

12/08/2026

The importance of having an up to date Will.............

According to the 2025 National Wills Report, 79% of UK adults are comfortable talking about death1. Yet when it comes to considering finances, only 36% of people have made a Will2.. This highlights the uncomfortable gap many of us fall into between discussing and doing.

21/07/2026

Space X and the Indexing Dilemma.....

SpaceX. What happens when one of the world’s most valuable companies isn’t allowed into the S&P 500?