Wealth of Advice, Swale House, Mandale Business Park, Durham, DH1 1TH
0191 384 1008
|
enquiries@wealthofadvice.co.uk
About Us
Meet The Team
Who We Are
Our Events
Services
Pensions & Retirement
Investment Management
Estate & Tax Planning
Media
Events
My WoA Login
Get In Touch
Latest News & Educational Resources
Financial Planning Resources
News
Retire Well Podcast
Client Stories
Retire Well Podcast
27 May 2025
How to Use Your Tax-Free Cash in Retirement
One of the most common questions we’re asked is: Should I take my 25% tax-free cash from my pension—and what should I do with it?
Read post
Retire Well Podcast
03 Jun 2025
How to Protect Your Wealth for Future Generations: Inheritance Tax & Estate Planning Explained
As retirement approaches, many people shift their focus from simply building wealth to protecting and passing it on.
Read post
Retire Well Podcast
20 May 2025
How to Prepare for Retirement - Financial & Emotional Readiness Explained
Before diving into the lifestyle side of retirement, it’s essential to ensure your financial foundations are solid.
Read post
Retire Well Podcast
01 Apr 2025
Understand Your Defined Benefit Pension
Defined Benefit pensions promise a guaranteed income for life, based on how long you’ve worked and how much you earned.
Read post
Retire Well Podcast
25 Mar 2025
How to Draw Income from Your Pension Efficiently
Drawing pension income is one of the most important financial decisions you’ll ever make — and getting it wrong can mean unnecessary tax bills.
Read post
Client Stories
24 Mar 2025
Five Years On: Financial Resilience in Uncertain Times
At the height of the pandemic, our priority was clear: to provide unwavering support, expert guidance, and reassurance to our clients.
Read post
News
11 Mar 2025
Market Update: Navigating Uncertainty & Long-Term Growth
As we step into March, global markets are experiencing heightened volatility, largely driven by geopolitical tensions and economic policy shifts.
Read post
News
20 Feb 2025
February 2025 Market Update: Key Insights & Optimistic Outlook
As we step into 2025, the financial landscape continues to evolve with new economic developments shaping market movements. In our latest Wealth of Adv
Read post
Client Stories
03 Dec 2024
Celebrating Retirement and Giving Back: Our 2025 Charity Calendar
From holidays abroad to hobbies like golf and scenic walks, the calendar captures the joys of life after work, while helping St Cuthbert's Hospice.
Read post
Financial Planning Resources
22 Nov 2024
Reducing Inheritance Tax Liability for Farmers: What You Need to Know
Recent changes to inheritance tax (IHT) rules proposed in the October budget have sparked widespread concern among farmers across the UK.
Read post
News
18 Sep 2024
The Benefits of Choosing a “Small Advice Firm”: Why Our Nomination for Small Advice Firm of the Year Matters
We are thrilled to share that Wealth of Advice has been nominated for Small Advice Firm of the Year 2024, but why should this matter to you?
Read post
Financial Planning Resources
02 Sep 2024
Retirement Planning Explained: Your Future, Your Way
Retirement planning might seem daunting, but it’s quite simple at its core: it's all about preparing for the lifestyle you want.
Read post
Financial Planning Resources
19 Jun 2024
Preparing for retirement: a financial planner’s guide
Our latest guide covers everything you need to know to prepare for retirement, breaking down the process into 7 easy steps.
Read post
Financial Planning Resources
15 Apr 2024
How to Track Down and Reclaim Your Lost Pensions
In the UK, there are billions of pounds sitting in unclaimed pensions, waiting for their rightful owners to come forward.
Read post
Financial Planning Resources
11 Apr 2024
The Pros and Cons of Pension Consolidation: Is It Right for You?
The advantages and disadvantages of pension consolidation, along with essential factors to consider before making a decision.
Read post
Client Stories
16 Feb 2024
Travelling The World After Early Retirement
Graham and Janet came to see us in 2021, after deciding they wanted to review their options - now they're enjoying early retirement.
Read post
Financial Planning Resources
25 Sep 2023
Annuities Explained: Guaranteed Income For Life
An annuity offers a guaranteed income for the rest of your life in retirement, regardless of how long you live or how the stock market performs.
Read post
Financial Planning Resources
14 Jul 2023
Pension Consolidation: 4 Common Questions Answered
Consolidating your pensions can offer benefits such as reduced administration, potential cost savings, and improved investment performance alignment.
Read post
Client Stories
07 Mar 2023
Real Retirement: What our clients are up to
This week a couple of our clients have shared photos of themselves enjoying retirement.
Read post
Financial Planning Resources
17 Apr 2023
What to Expect in Retirement.
After a lifetime of working and saving, it's important to have a clear plan in place for how to make the most of your golden years.
Read post
Financial Planning Resources
10 Feb 2023
What is Protection Planning?
Protection planning is an important aspect of financial planning that helps to ensure that you and your loved ones are protected.
Read post
Financial Planning Resources
10 Feb 2023
Life Insurance or Critical Illness Cover?
Life Insurance and Critical Illness Cover are two popular forms of protection planning that help to provide financial security.
Read post
Financial Planning Resources
10 Feb 2023
Do I need Income Protection?
Income protection is a type of insurance that provides financial support if you are unable to work due to an illness or injury.
Read post
Financial Planning Resources
10 Jan 2023
What Can I Invest In?
One of the first steps in investing is to understand the different asset classes that are available to you.
Read post
Financial Planning Resources
10 Feb 2023
What is ESG Investing?
ESG investing considers environmental, social, and governance factors when making investment decisions.
Read post
Financial Planning Resources
10 Feb 2023
The Importance of Setting Up a Will
A will is a legal document that specifies how you would like your assets to be distributed after you pass away.
Read post
Financial Planning Resources
10 Feb 2023
What is Estate Planning?
Estate planning is an important aspect of financial planning - there are a variety of tools and strategies available to help manage your assets.
Read post
Financial Planning Resources
10 Feb 2023
Setting Up A Trust
A trust is a legal arrangement where a trustee holds and manages assets on behalf of one or more beneficiaries.
Read post
Financial Planning Resources
10 Feb 2023
What is Inheritance Tax?
Inheritance tax is a tax levied on the transfer of property or wealth from one person to another upon death.
Read post
Financial Planning Resources
10 Feb 2023
How Does Inflation Work?
Inflation is an economic phenomenon that affects the purchasing power of money.
Read post
Financial Planning Resources
31 Jan 2023
Are you emotionally ready to retire?
Retirement is both financial and psychological and it is important to consider both aspects as you approach retirement.
Read post
Financial Planning Resources
28 May 2024
What is the MPAA?
There’s a lot of technical jargon in financial services and this can be confusing for people who want to understand their retirement options.
Read post
Financial Planning Resources
01 Nov 2022
How does the State Pension work?
The State pension is a political hot potato, due to its inflation ‘triple lock’ ensuring that it should keep pace with inflation.
Read post
Financial Planning Resources
27 Oct 2022
Understanding Your Retirement Options
To help you make a more informed choice when it comes to your retirement – or at least to get an idea of the options you have available to you...
Read post
Cookies help us deliver the best experience on our website. By using our website, you agree to our use of cookies.
Read our
Privacy Policy
.
Decline
Accept