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Ascot Lloyd

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We offer personalised advice that will help you achieve your goals.

We’re a financial advice firm based in the UK who provide a range of financial services, including investment, retirement planning, tax efficiency strategies and estate planning. We are one of the UK’s leading national firms of independent financial advisers, committed to providing a personal and professional service to both individual and corporate clients.

05/11/2026

Do you know what happens to your pension when you die?

With important changes to pension rules on the horizon, now could be a good time to understand what happens to your pension after death and whether your current plans still reflect your wishes.

Read the full article: (https://eu1.hubs.ly/H0zGnb-0)

Investment involves risk to your capital. Tax rules are subject to change and are based upon your personal circumstances.

21/10/2026

What could be in John Healey's first Autumn Budget?
From potential tax changes to updates on ISAs, pensions and inheritance tax, this year's Budget could have significant implications for your finances.

Our latest article looks at what's already been announced, what could still change, and why it's important to separate speculation from reality ahead of 28th October.

Read the full article: (https://eu1.hubs.ly/H0zgggg0)

Investment involves risk to your capital. Tax rules are subject to change and are based upon your personal circumstances.

20/10/2026

Frozen tax thresholds aren’t obvious on your payslip, but they can quietly push up your tax bill.

As wages rise and tax thresholds stay frozen, more people move into higher tax bands. This is called fiscal drag, or the “stealth tax.”

Want to know how to make your finances more tax-efficient? Read our latest article for practical tips and guidance.

(https://eu1.hubs.ly/H0zdpPC0)

Investment involves risk to your capital. Tax rules are subject to change and are based upon your personal circumstances.

09/10/2026

Capital gains tax receipts have reached a record £24.2bn in latest figures for 2024/25 tax year.

With the CGT allowance reduced to £3,000 and tax rates increased, more investors could find themselves facing a larger tax bill.

Our latest article looks at why CGT receipts are rising and the steps that could help keep more of your investment returns.

Read more: https://eu1.hubs.ly/H0ySW9Y0

Investment involves risk to your capital. Tax rules are subject to change and are based upon your personal circumstances.

06/10/2026

Why should you care about the bond market?

Rising bond yields aren't just an issue for governments and investors. They can affect mortgage rates, annuity income and wider economic decisions that impact your finances.

With borrowing costs rising across the UK and globally, we look at what's driving the recent turmoil in the bond market and what it could mean for you.

Read more - https://eu1.hubs.ly/H0ySPDG0

Investment involves risk to your capital. Tax rules are subject to change and are based upon your personal circumstances.

15/09/2026

Financial planning is about more than numbers.

It's about the decisions you make throughout life, from retirement planning and tax efficiency to protecting what's important to you.

Money & Life Insights helps connect financial topics to real-life goals, with practical guidance delivered straight to your inbox.

Subscribe here: https://eu1.hubs.ly/H0xNPWk0

01/09/2026

Understanding your finances doesn't have to be overwhelming.

Money & Life Insights breaks down key financial topics into clear, digestible guidance, helping you build confidence one step at a time.

Whether you're thinking about pensions, investments, tax or long-term planning, we're here to help you stay informed.

Get Money & Life Insights: https://eu1.hubs.ly/H0xNPZ10

24/08/2026

We're surrounded by financial news, opinions and advice every day.

But what does it actually mean for your finances, your goals and your future?

Money & Life Insights turns complex financial topics into practical insights you can use, helping you feel more informed and more confident about the decisions ahead.

Subscribe today: https://eu1.hubs.ly/H0xNPy00

21/08/2026

From wills and lasting powers of attorney to tax planning and essential documents, Lindsay Carter, one of our financial advisers, reveals how a little preparation for later life now can prevent difficulties for your loved ones and ensure your wishes are upheld.

Learn more - https://eu1.hubs.ly/H0xMJK40)

Investment involves risk to your capital. Tax rules are subject to change and are based upon your personal circumstances.

31/07/2026

With life expectancy rising and an ongoing cost of living crisis, how can you ensure your wealth is sustained through a longer retirement than previous generations expected?

Discover more - https://eu1.hubs.ly/H0xm6MW0

Investment involves risk to your capital. Tax rules are subject to change and are based upon your personal circumstances.

Address

45 Church Street
Birmingham
B32RT

Opening Hours

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

Telephone

+443454757500

Website

http://www.ascotlloyd.co.uk/

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