Samantha Thorpe Wealth Management

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Samantha Thorpe Wealth Management

I provide wealth management advice to individuals, businesses and trustees in the Somerset/Dorset ar

09/01/2026

📣 As 2026 begins, I’m pleased to share some important news. I have decided to retire from Samantha Thorpe Wealth Management in order to spend more time with my family and on the golf course!

📣 After much consideration, Samantha Thorpe Wealth Management has transferred its client relationships to Ballantine Wealth Management, ensuring continuity, care and long-term support for clients across Somerset and Dorset.

📣 Ballantine Wealth Management is a firm I have known and respected for many years. Their values, professionalism and client-first approach made them the natural choice to look after my clients as I take the decision to retire.

📣 I would like to sincerely thank all clients for their trust and support over the years, and I am confident they are in excellent hands as they begin this next chapter with Ballantine Wealth Management.

27/09/2025

Financial independence isn’t about wealth alone—it’s about choice. The choice to work less, retire earlier, or spend more time doing what you love.

Start your journey today with me.
https://partnership.sjp.co.uk/samthorpe/contact

24/09/2025

Running your business is full-time. Planning your financial future shouldn’t be another job. From pensions to succession, Sam helps business owners prepare with confidence.
https://partnership.sjp.co.uk/samthorpe/specialist-advice/business-owners

21/09/2025

From school fees to supporting grown-up children, family finances evolve. Planning helps you support loved ones without compromising your own goals.

Talk to Sam about creating a flexible financial plan.
https://partnership.sjp.co.uk/samthorpe/contact

18/09/2025

Investment Discipline

Sometimes, the hardest part of investing is doing… nothing. Staying calm during market fluctuations is often the smartest move. Patience really does pay.

Read more https://partnership.sjp.co.uk/samthorpe/insights

15/09/2025

Retirement Planning

Retirement isn’t the end of the journey—it’s the beginning of freedom. The key? Planning ahead. From pensions to lifestyle goals, small steps today make a big difference tomorrow.

Book a chat with me to map your future.
https://partnership.sjp.co.uk/samthorpe/

12/09/2025

Can I pass on my pension when I die?

You can’t take it with you… and soon you will no longer be able to pass it on tax-free. Changes announced in Labour's first 2024 Autumn Budget mean that from April 2027, any inherited pension funds may be liable for inheritance tax. This has left many families wondering about the best way to gift money from pensions to loved ones, without passing on a large inheritance tax bill too.

Find out more here >> https://partnership.sjp.co.uk/samthorpe/article/detail/sjpp/can-i-pass-on-my-pension-when-i-die.html

05/09/2025

Do you, or don’t you, have to pay tax in retirement? Some of your income may be taxable, and some may be tax-free. These are the key tax traps you should know about to stay on top of your taxes.

Find out more or give me a call if you need more guidance.
https://partnership.sjp.co.uk/samthorpe/article/detail/sjpp/everything-you-need-to-know-about-tax-in-retirement.html

01/09/2025

Inheritance Tax (IHT) planning doesn’t have to be overwhelming—and with planned changes on the horizon, now’s the time to take action.

Inheritance Tax thresholds remain frozen, and reforms—including the inclusion of pension pots and changing reliefs—are expected between 2026 and 2027.Financial Times+3The Times+3The Sun+3

Support is out there—don’t wait until it’s too late.

Let’s work together to create a plan that protects your legacy, minimises tax, and gives you peace of mind.
https://partnership.sjp.co.uk/samthorpe/article/detail/sjpp/how-to-mitigate-your-inheritance-tax-bill.html

29/08/2025

In today’s always-on world, it’s never been easier—and harder—not to react immediately to market news. But, as the saying goes: sometimes the greatest investing skill is doing almost nothing - being calm, consistent and disciplined with your investments is often the wisest choice.
If you're looking for advice tailored to your goals—built around staying focused and staying invested — I'm here to help you craft a long-term strategy that really works.
https://partnership.sjp.co.uk/samthorpe/article/detail/sjpp/investing-the-skill-in-doing-almost-nothing.html

26/08/2025

Time-Poor but Future-Focused? Let’s Keep It Simple

Many small business owners and busy parents feel there’s no time to focus on finances. But planning for retirement doesn’t have to be complex.

A quick review now can put you on the right path and save you stress later. Let’s simplify the process and get things moving.

23/08/2025

Protect Your Family with the Right Financial Foundations

Life can change quickly—marriage, children, homeownership. But your financial plan should keep pace.

From updating protection policies to adjusting your pension contributions, I can help you put a plan in place that protects what matters most.

Address

46 Willow Road
Yeovil
BA213AW

Website

http://www.sjpp.co.uk/samthorpe

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