Andrew Rogers Wealth Management Ltd

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?

10/07/2026

Momentum wins matches – resilience wins tournaments.....

04/07/2026

Some changes coming to Isa's..........

The government has announced a 22% charge on the interest on cash savings held within non-cash ISAs, including stocks and shares ISAs and innovative finance ISAs, from April 2027.

29/06/2026

Can you avoid paying care fees……?

A place in a nursing home can cost £1,267 a week or even more1, and anyone with significant assets won’t qualify for state support. As we are all living longer, it is something more of us will need to consider and plan for in later life.

10/06/2026

Approaching retirement: what is the right time to de-risk?

Moving from decades of building wealth to relying on investments for income is a significant transition. At this point, many people begin to think more carefully about risk, particularly how much of it they are comfortable taking.

30/05/2026

For 3 days this week, I have been out in the evenings and early hours of the morning, volunteering for Sheffield Children's Hospital NHS and Charity to get some of the beautiful lions from the Yorkshire Pride out on the streets of South Yorkshire. We have had great fun with the charity staff, team from R R Memmory Haulage and various volunteers, Sarah Else to name just one. Please go and visit some of them after they are fully revealed on the 8th June (we still need to get signage done before then) and enjoy this great region as well supporting the charity. https://prideofyorkshire.org/

Sheffield Children's Hospital NHS and Charity

28/05/2026

I have been and (still will be for a couple of weeks) helping out with Sheffield Children's Hospital NHS and Charity with the Pride of Yorkshire Sculpture Trail). Here are a few sneak peeks of Tuesday night’s install. https://prideofyorkshire.org/