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We’re Attivo. Lifestyle Financial planners, here to make your financial
future simpler

30/10/2026

Receiving a dementia diagnosis is understandably worrying for the affected person and their loved ones. It can also raise a lot of questions about your future – and your finances.

We've collaborated with Jackie Cleveland at Podplan in our latest article to break down what actions you should take to plan your finances following a dementia diagnosis, both immediately and in the weeks that follow, including:

- Registering Powers of Attorney.
- Updating your Will.
- Reviewing your IHT position.
- Ensuring your family know where to find everything.

See the full checklist here: https://eu1.hubs.ly/H0zxZG00

This article is for general information only and does not constitute financial advice, personal advice or a recommendation. It does not take account of your individual circumstances, objectives or needs. You should seek regulated financial advice before making any changes to your financial plans.

28/10/2026

A Budget brings headlines. But what could it mean for your financial future?

Whether you are approaching retirement, building your savings or helping a family member buy their first home, the questions are personal. Could your retirement income be affected? Does your savings approach still suit your goals? Is it time to revisit what you hope to leave to loved ones?

Our Autumn Budget article explores the key themes through the lens of your everyday life and longer-term plans, covering retirement income, savings, property, business ownership and supporting the next generation.

At Attivo, Lifestyle Financial Planning starts with what matters to you. Looking at your finances together, rather than each decision in isolation, can help you see how potential changes fit into the bigger picture.

You do not need to react to every headline. Understanding what may be relevant to your circumstances is a useful place to start.

Read the article for our overview and practical questions to consider for you and your family: https://eu1.hubs.ly/H0zsWQv0

Important information: This information is not financial advice. The impact of any changes will depend on your individual circumstances. Tax treatment depends on individual circumstances and may change in the future. References to future tax rules are based on government announcements and current proposals and are subject to change.

26/10/2026

Could the April 2027 pension changes affect how much of your wealth reaches your loved ones?

In this case study, Attivo client Margaret’s estate rises from £1.9 million to £2.2 million once pension savings are included.

However, with financial planning support, her estimated IHT liability is reduced by £240,000 over seven years.

Find out more here: https://eu1.hubs.ly/H0zc5210

20/10/2026

Your 30s, 40s and 50s can be busy financially – from growing your income and supporting your family to planning ahead for the future.

In our latest article, we explore how cash flow planning, tax planning and financial protection could help you take care of your wealth as it grows.

Whether you’re balancing several priorities at once or simply want to feel more confident about what comes next, small, considered steps today can help support your longer-term goals.

Read the article here: https://eu1.hubs.ly/H0z2pGF0

This article is for general information purposes only and does not constitute financial advice, a personal recommendation, or a guarantee of outcomes.

19/10/2026

From April 2027, most unused pension funds and pension death benefits will be included within a person’s estate for inheritance tax purposes.

For some families, this could increase a future inheritance tax liability and affect the residence nil-rate band.

This case study shows how careful estate planning helped reduce one client’s estimated IHT liability from £520,000 to £280,000 over seven years.

It also highlights why regular reviews matter, especially when tax rules, family circumstances or income needs change.

Read the full article to see how planning can help protect more of your wealth for the people who matter most: https://eu1.hubs.ly/H0zc5280

15/10/2026

Your pension pot is not a retirement plan.

Let us explain...

Your pension is the pot of money you have built up for retirement through regular contributions and investment growth. This can include workplace pensions, personal pensions and self-invested pensions. In the UK, this also includes the State Pension.

A retirement plan is different. It is the strategy for how you draw from that money, so you can support the income you need and meet your spending objectives now and in the future.

Because retirement does not look the same for everyone. The key is having a plan that works for your life, not just a pension pot.

A good place to start is by booking a no-obligation, free consultation with us, where we can discuss your goals and next steps: https://eu1.hubs.ly/H0z6p2f0

If you decide to go ahead with advice, charges may apply – these will be explained before you commit. Any decision to invest should be made in the context of your individual circumstances and financial objectives. The value of investments and any income from them can fall as well as rise, and you may get back less than you invest.

13/10/2026

Building and maximising your wealth? As your income, responsibilities and goals evolve, your financial plan may need to evolve too.

In the second article of our life stages series, we look at practical steps that can help you take care of your wealth as it grows, including:

Reviewing your tax position.
Understanding your cash flow.
Protecting your finances and family.
Making informed decisions for the future.

Growing wealth is important – but so is protecting what you’ve built.

Read the article here: https://eu1.hubs.ly/H0z2p530

This article is for general information purposes only and does not constitute financial advice, a personal recommendation, or a guarantee of outcomes.

12/10/2026

A great way to round off the summer.

Attivo was delighted to attend the recent Supercar Driver End of Summer Social at Daylesford, bringing together members, partners and guests for an afternoon of great hospitality, impressive cars and plenty of conversation.

Associate Director & Chartered Financial Planner Nadine Perry, Head of Marketing Laura Burridge and Founder of Attivo Stephen Harper enjoyed catching up with clients, meeting many more Supercar Driver members and making new connections throughout the day.

As a proud partner of Supercar Driver, it was fantastic to spend time with such a passionate community and be part of another memorable event.

Thank you to Supercar Driver for hosting a fantastic day. We look forward to the next one.

08/10/2026

What could the 2026 Autumn Budget mean for your financial plans?

Our pre-Budget overview traces the main proposals back to their sources, from the personal allowance and Capital Gains Tax to the State Pension triple lock.

It also explains why an adaptable financial plan can help you respond to confirmed changes without losing sight of your long-term goals.

Read our overview here: https://eu1.hubs.ly/H0yXV4W0

02/10/2026

How do you know if a message from your Financial Planner is genuine?

As Cybersecurity Awareness Month brings online safety into focus, it is a timely reminder that financial scams are becoming increasingly convincing. Fraudsters may impersonate financial planners or wealth managers using professional language, familiar investment terms, copied branding and contact details that look almost genuine.

They may contact you by email, text or WhatsApp and ask you to act quickly, share information, click a link or transfer money.

Be especially cautious if:
• The message is unexpected or comes from a new email address or telephone number.
• You are pressured to make an urgent payment or financial decision.
• You are asked to click a link, open an attachment or share personal, financial or security details.
• The investment advice is unsolicited, generic or promises unusually attractive returns.
• The opportunity is described as exclusive, confidential, time-limited or “just for you”.

If something does not look or feel right, stop. Do not use the contact details or links in the message. Contact your Financial Planner using details you already trust and check the firm independently using the FCA Firm Checker.

Read our full article for the warning signs to look for and the steps to take if you think you have been targeted: https://eu1.hubs.ly/H0yMzQr0

If a message claims to be from Attivo and does not feel right, contact your Financial Planner or the Attivo Client Services team on 01242 585444 using contact details you already trust.

Stop. Check. Verify.

Address

Attivo, Honeybourne Place, Jessop Avenue
Cheltenham
GL503SH

Opening Hours

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

Telephone

+441242585444

Website

https://attivo.co.uk/iht-seminars/?utm_source=facebook&utm_content=profile&utm_medium=social, https://attivo.co.uk/attiv

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