Graham Carter & Co - Chartered Financial Planners

Graham Carter & Co - Chartered Financial Planners We are a well-established family firm of fully independent Chartered Financial Planners based right

https://www.grahamcarter.co.uk/post/britons-face-inheritance-tax-confusion
07/09/2026

https://www.grahamcarter.co.uk/post/britons-face-inheritance-tax-confusion

How the gifting rules are leaving some families in the darkInheritance Tax (IHT) can feel like a financial maze, and new research suggests many families struggle to understand the rules. Almost three in five (59%) UK adults admit they find IHT confusing, while only 6% describe their understanding as...

https://www.grahamcarter.co.uk/post/building-retirement-wealth
13/08/2026

https://www.grahamcarter.co.uk/post/building-retirement-wealth

Creating the financial foundations for the retirement you wantOne of the most important factors in achieving a comfortable retirement is building sufficient wealth during your working years. While retirement may seem distant when you are focused on career progression, family commitments and day-to-d...

https://www.grahamcarter.co.uk/post/life-events-that-trigger-a-financial-review
22/07/2026

https://www.grahamcarter.co.uk/post/life-events-that-trigger-a-financial-review

Understanding your options to make informed decisionsLife rarely stands still. Major milestones, unexpected changes and new opportunities can significantly affect your financial wellbeing. While many people review their finances only when a problem arises, a proactive approach can help ensure your p...

https://www.grahamcarter.co.uk/post/smart-gifting
28/04/2026

https://www.grahamcarter.co.uk/post/smart-gifting

Tax-free ways to support your children and grandchildrenPassing wealth to the next generation is a primary concern for many families, yet the complexities of Inheritance Tax (IHT) often cause unnecessary anxiety. With the headline rate of IHT set at 40%, careful planning is essential to ensure your....

https://www.grahamcarter.co.uk/post/the-unseen-gap
06/02/2026

https://www.grahamcarter.co.uk/post/the-unseen-gap

Why do some women experience poverty in their retirement?A comfortable retirement is a goal many of us strive for throughout our lives. However, for many women, this goal remains out of reach. New analysis reveals a stark truth: more than a third (36%) of women are projected to face poverty in their...

https://www.grahamcarter.co.uk/post/building-a-solid-blueprint-for-success
19/01/2026

https://www.grahamcarter.co.uk/post/building-a-solid-blueprint-for-success

Time to reflect on your financial goals for 2026 and beyondAs 2026 gets underway, it’s the perfect time to assess your financial goals. Many of us set New Year’s resolutions with great enthusiasm, but how often do these plans lead to real results? Financial dreams, like buying your first home or...

https://www.grahamcarter.co.uk/post/why-silence-costs-families
04/01/2026

https://www.grahamcarter.co.uk/post/why-silence-costs-families

Planning, talking, and protecting more of your legacy from tax and disputesDeath and money are two of life’s unavoidable realities, yet they remain subjects many of us hesitate to discuss. This reluctance often extends to inheritance, a topic filled with discomfort for many families. The consequen...

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2 City Road
Chester
CH13AE

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Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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