Making the most of the new tax year
The new tax year brings a fresh £20,000 tax-free Individual Savings Account (ISA) allowance for each individual, giving couples the potential to invest up to £40,000 tax-free between them, offering a valuable opportunity to shield your investments from capital gains and dividend taxes. With recent cuts to these tax allowances and increases to tax rates, […]
May/June 2026 Financial Magazine
Welcome to the latest issue of our financial magazine. Inside, you’ll find expert insights, timely updates and practical guidance to help you make more confident financial decisions. Explore the May/June edition below, including key articles on pension tax changes, Inheritance Tax, dividend planning and making the most of the new tax year. Featured article: Pensions […]
What I own, and where I keep it: why every family needs a clear financial checklist
What I own and where I keep it. This document is a comprehensive estate planning checklist designed to help individuals record and organise their personal, financial, and legal affairs for their attorneys and/or beneficiaries in case of incapacity or death. Personal and Partner Information. It gathers essential details such as names, addresses, dates of birth, […]
Generating a regular income from your investments
Investing for income is a strategy that makes your money work hard for you over time. This approach can supplement your primary earnings, support your retirement or provide additional financial security. It involves selecting assets that offer regular payments, such as dividends from shares or interest from bonds, to provide a reliable source of income without sacrificing long-term growth. […]
A Guide to Trust & Estate Planning
Take control of your future with the Guide to Trust & Estate Planning – Securing your legacy, a comprehensive guide for the 2026/27 tax year. Our latest publication explores how thoughtful estate planning goes far beyond simply writing a Will – helping you structure your wealth effectively, plan for later life, and ensure your wishes […]
How to navigate financial unpredictability
The world feels more uncertain than ever, with 83% of UK adults agreeing that life has become less predictable, according to research[1]. This growing unease is reshaping how people view their finances, with six in ten (59%) feeling less confident about their financial future because of recent changes in the UK. From inflation to energy […]
A Guide to Investing for Wealth Creation
Our latest publication, Guide to Investing for Wealth Creation, is designed to help you navigate the year ahead with clarity and confidence. Inside, you’ll find practical insights on building a resilient financial plan, making informed investment decisions, and adapting to changing economic and legislative landscapes. From tax-efficient strategies to long-term wealth preservation, it provides a clear […]
Key steps to take before the tax year ends
With the 2025/26 tax year-end fast approaching, now is the time to act. Last minute rush can be costly if it means missing out on the tax year-end deadline and, therefore, missing out on valuable allowances that can boost your finance planning and save you money. Maximise your ISA allowance before it expires A key […]
Guide to Year-End Tax Planning 2025/26
As we approach the end of the financial year, the window of opportunity to take advantage of any unused tax allowances for the current financial year is closing. Dartington Wealth Management’s latest year-end planning guide has been designed to help you step back and consider whether your financial arrangements are structured as efficiently and effectively […]
March/April 2026 Financial Magazine
With the 2025/26 tax year-end approaching, now is the time to act to maximise your annual allowances. Key priorities include using your £20,000 ISA allowance for tax-efficient growth and pension contributions. Other allowances, such as Capital Gains Tax, Dividend Allowance and Junior ISAs, are ‘use it or lose it’ opportunities. On page 08, we explain […]