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Monday 8:45am - 5:15pm Tuesday 8:45am - 5:15pm Wednesday 8:45am - 5:15pm Thursday 8:45am - 5:15pm Friday 8:45am - 5:15pm

FB Wealth Management

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FB Wealth Management

Whether you are seeking to build an investment portfolio or create a tax-efficient retirement strateg

We have provided independent financial advice to private individuals, business owners and their employees for over 30 years and have built an excellent reputation amongst our many loyal clients. As a firm we believe that no challenge is too great and we strive to provide solutions to even the most complex of financial planning needs. All of our advisers are qualified to at least the minimum standa

rd set out by our regulator with many qualified to a higher standard including chartered financial planner status, the highest level of qualification set out by our profession.

10/06/2026

Each year, the amount of Inheritance Tax paid to HMRC is increasing.

By 2030/31, the Office for Budget Responsibility forecasts that Inheritance Tax receipts will reach £14.5 billion, up from £8.3 billion in 2024/25.

If you're unsure how the value of your estate could affect your Inheritance Tax allowance, read our latest blog, linked below.

https://fbwealth.co.uk/how-the-value-of-your-estate-affects-a-key-inheritance-tax-allowance/

08/06/2026

4 powerful reasons to consider your tax strategy for the current tax year:

1. Plan whether to gift assets this year
2. Create a strategy for disposing of assets
3. Potentially benefit from an additional year of interest or growth
4. Avoid last-minute stress as the end of the tax year approaches

Read our blog, linked below, to find out more.

https://fbwealth.co.uk/powerful-reasons-to-plan-how-to-use-your-2026-27-allowances-and-exemptions-now/

05/06/2026

Ask small business owners when they plan to sell their business, and you invariably get the same answer: in five years.

Go back a year later, ask the question again, and the answer has typically not changed: in five years.

Five years is a time scale which is close enough to sound real, but far enough away to not have to do anything about it.

If you want to discover how you can prepare to really sell your business, click the link below.

https://fbwealth.co.uk/how-to-really-sell-a-business/

03/06/2026

6 epic UK walks to take on in 2026:

1. Cape Wrath Trail, Scotland
2. The Pennine Way, England
3. Hadrian’s Wall Path, England
4. Rhossili Headland, Gower, Wales
5. Causeway Coast, Northern Ireland
6. Buttermere Circuit, Lake District, England

Read our blog, linked below, to find out more.

https://fbwealth.co.uk/6-epic-uk-walks-to-take-on-in-2026/

01/06/2026

Managing your pension doesn't stop once you retire and start to draw an income from it.

In fact, your pension still needs careful attention in retirement - just as much as when you were contributing - to ensure you don't deplete it too quickly.

To discover the importance of managing your pension withdrawals to protect your retirement lifestyle, click the link below.

https://fbwealth.co.uk/the-importance-of-managing-your-pension-withdrawals-to-protect-your-retirement-lifestyle/

29/05/2026

5 ways a cashflow model could support your estate plan:

1. Assess the impact of gifting during your lifetime
2. Decide how to pass on your estate
3. Highlight when you might benefit from Inheritance Tax planning
4. Support creating a care plan
5. Test “what if” scenarios

Read our blog, linked below, to learn more.

https://fbwealth.co.uk/5-ways-a-cashflow-model-could-support-your-estate-plan/

27/05/2026

At the end of February 2026, the US and Israel launched strikes on Iran.

The uncertainty caused by the war has affected market confidence, leading to falling prices.

While this market volatility might seem new, similar movements have happened before, and looking at how these events may affect investor behaviour could be useful.

Click the link below to find out more.

https://fbwealth.co.uk/what-past-market-volatility-has-taught-us-about-investor-behaviour/

25/05/2026

How your brain works can affect how you view wealth and different assets.

For many, this can mean cash feels like a safer option than alternatives, but it's not always the right one.

Indeed, sometimes choosing to hold cash could mean you miss growth opportunities.

Click the link below to discover why cash feels safer than investments, and how you could make the most of your money.

https://fbwealth.co.uk/how-psychology-might-affect-your-view-of-cash-and-safety/

22/05/2026

If you could send a message back to your past self, what would you say?

Many people have been through periods of transition that we might encounter one day, from retirement to selling a business.

To discover 5 insights from those who have been through these life changes and found that things weren't quite as they expected them to be, click the link below.

https://fbwealth.co.uk/a-time-travellers-guide-on-how-to-financially-plan-for-change/

20/05/2026

As the weather improves, you might be looking to spend more time outdoors to enjoy nature.

Heading out on a walk could be a great way to enjoy the sunshine while also improving your health.

If you fancy a challenge, spectacular scenery, or simply a nice day out, click the link below to discover 6 epic walks across the UK you could try this year.

https://fbwealth.co.uk/6-epic-uk-walks-to-take-on-in-2026/

Address

26 South Saint Mary's Gate
Grimsby
DN311LW

Opening Hours

Monday	8:45am - 5:15pm
Tuesday	8:45am - 5:15pm
Wednesday	8:45am - 5:15pm
Thursday	8:45am - 5:15pm
Friday	8:45am - 5:15pm

Website

http://www.fbwealth.co.uk/contact-us

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