Succession Wealth

Succession Wealth UK based Independent Wealth Planners and Financial Advisers

Understanding AnnuitiesAs more people look to secure a reliable retirement income for life, sales of pension annuities j...
30/04/2025

Understanding Annuities

As more people look to secure a reliable retirement income for life, sales of pension annuities jumped 24% in 2024 to 89,600, surpassing the previous year’s total and reaching a new ten-year high according to data issued by the Association of British Insurers (ABI).

Annuities ensure a lifetime of guaranteed income, so including them in your pension income planning might be worth considering for this added stability.

Click the link to read the full article - https://orlo.uk/4zNY0
(3 min read)

Guide to Estate Planning Some people think of estate planning as just another way of talking about making a Will. While ...
24/04/2025

Guide to Estate Planning

Some people think of estate planning as just another way of talking about making a Will.

While estate planning will include consideration of what will happen to your wealth after you die, there is much more to an estate plan than just thinking about who gets what in your Will.

If you would like to discuss making your estate plan, contact us today:
☎️ 0800 051 4659
📧 [email protected]
🌐 https://orlo.uk/MAcuq

Twice a year, we host Succession Wealth Community Days, vital opportunities for us to give back to our local communities...
23/04/2025

Twice a year, we host Succession Wealth Community Days, vital opportunities for us to give back to our local communities through fundraising and volunteering efforts.

During Communities Day, all our offices will be closed for the day, and staff dedicating that time to raising funds for charity or spending time in the local community volunteering.

Our next Communities Day is this Friday, the 25th April 2025. Our offices will be closed, re-opening on Monday 28th April.

We look forward to sharing updates on what our colleagues got up to over the coming weeks.

Join us for an exclusive seminar on 'Beating the Inheritance Tax (IHT) Trap' and discover strategies to safeguard your w...
22/04/2025

Join us for an exclusive seminar on 'Beating the Inheritance Tax (IHT) Trap' and discover strategies to safeguard your wealth and reduce IHT liability with expert insights from Sunny Sharma.

📅Wednesday 7th May
📍New Hall Hotel & Spa
🕛 9:30am or 1:15pm

Limited seats available – reserve your spot via the link - https://lnkd.in/ebxppYaK

Let's celebrate women every day, not just on International Women's Day!From closing the gender wealth gap to promoting f...
22/04/2025

Let's celebrate women every day, not just on International Women's Day!

From closing the gender wealth gap to promoting financial independence, let's continue to support and uplift women in all financial aspects.

Follow the link to read our full article 'Female Economic Empowerment' - https://orlo.uk/x046X

Happy Easter from Succession WealthWishing you a joyful and peaceful Easter Sunday. Thank you for your continued trust a...
20/04/2025

Happy Easter from Succession Wealth

Wishing you a joyful and peaceful Easter Sunday. Thank you for your continued trust and partnership.

It's Feedback Friday!Many thanks to our wonderful clients who continue to provide us with feedback.This week we are shar...
18/04/2025

It's Feedback Friday!

Many thanks to our wonderful clients who continue to provide us with feedback.

This week we are sharing a recent review mentioning Tim Atkin, one of our Wealth Planners located in Harrogate.

Keep up the good work Tim!

Graham Nicoll, Director of Wealth at Succession Wealth, recently contributed to an FT Adviser article discussing the pot...
17/04/2025

Graham Nicoll, Director of Wealth at Succession Wealth, recently contributed to an FT Adviser article discussing the potential launch of an academy under the Aviva umbrella, highlighting the strategic benefits and future opportunities.

Click the link to read the full article - https://orlo.uk/kX8xK

If you like reading our content, why not sign up for our regular insights newsletter?Visit the link below to sign up.htt...
16/04/2025

If you like reading our content, why not sign up for our regular insights newsletter?

Visit the link below to sign up.
https://orlo.uk/N1LZL

Sally Henry, Client Delivery Lead, tells us just some of the benefits of a career with Succession Wealth.“Succession is ...
15/04/2025

Sally Henry, Client Delivery Lead, tells us just some of the benefits of a career with Succession Wealth.

“Succession is a great employer, has great benefits and really care about their employees and make you feel important, valued and part of the bigger team… It really is a one team mentality at Succession which gives you motivation and job satisfaction, it does not matter what job you do.”

Hear from Sally and some of our colleagues about in the link below.

https://orlo.uk/fgn8E

Tax relief matters - How to build a bigger pension pot. If you’re under 75 and have relevant UK earnings, you can benefi...
14/04/2025

Tax relief matters - How to build a bigger pension pot.

If you’re under 75 and have relevant UK earnings, you can benefit from tax relief when contributing to a personal pension like a Self-Invested Personal Pension Plan (SIPP) or workplace pension scheme within the Annual Allowance (AA).

Click to read the article - https://orlo.uk/UiWGH
(2 min read)

The 2025 Bears Business Club Expo is finally here!We will be on our stand until 2pm so make sure to pop by and find out ...
11/04/2025

The 2025 Bears Business Club Expo is finally here!

We will be on our stand until 2pm so make sure to pop by and find out more about our retail and employee benefits solutions.

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60 Church Street
Birmingham
B32DJ

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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