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Newark Wealth Ltd

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A fresh approach to financial advice

05/11/2026

An engagement, exam passes and an industry win - there’s been plenty to celebrate at Newark recently!

Manos and Ellis are engaged, Aaron and Manos have both passed their latest exams, and Manos was part of the winning team in the MS NextGen Future of the Mortgage Industry Challenge.

We see the work that goes into studying alongside a busy day job, so it’s lovely to see their efforts paying off.

Catch up on all the team’s news in our latest blog post: https://www.newarkwealth.co.uk/news/team-news

03/11/2026

The chancellor placed a heavy focus on business owners in the Autumn Budget last week, including a change to the new lifetime limit for Business Asset Disposal Relief.

If you’re planning to sell your business, this change could affect how much of your gain qualifies for relief and the Capital Gains you owe.

Timing matters more than ever. Book a 15-minute call with Mike to talk through your exit plans: https://www.newarkwealth.co.uk/contact-us

30/10/2026

Whether you’re taking the little ones trick-or-treating or staying in with a scary film, we hope you have a lovely evening - and that there are a few sweets left for you too.

27/10/2026

Aaron has passed his R04 Pensions and Retirement Planning exam, following his R01, R02 and R03 successes.

Manos has also passed R03 Personal Taxation as he continues working towards his Diploma alongside his work as our Mortgage Adviser.

We see the effort that goes into studying alongside their day jobs, so it’s lovely to see that work paying off for them both.

Well done, Aaron and Manos - we’re really pleased for you!

20/10/2026

With the Autumn Budget coming up, you might be wondering what it could mean for your finances.

We’ll be following the announcements and taking time to work through the details, so we can help you understand any changes that are relevant to you.

If there’s something on your mind in the meantime, you’re always welcome to give us a call. You don’t need to wait for Budget day to have a chat about your plans: https://www.newarkwealth.co.uk/contact-us

16/10/2026

When you think about Inheritance Tax, your home might be the first thing that comes to mind. But your savings, investments and other assets can add up too.

If you’re unsure whether Inheritance Tax could affect your family, it helps to have an idea of what everything’s worth.

Our free calculator is a useful place to start, giving you an estimate of your potential Inheritance Tax liability in just a few minutes: https://newark-wealth-ltd.iht.ningi-labs.co.uk

13/10/2026

Finding time for a meeting during the working week can be tricky, especially if you’re trying to work around your partner’s diary too.

Our normal hours are Monday to Friday, 9am to 5pm, but we know that doesn’t suit everyone. If an evening or weekend would work better for you, let us know and we’ll do our best to arrange a time that fits.

Get in touch and tell us what works for you - we’ll take it from there: https://www.newarkwealth.co.uk/contact-us

09/10/2026

If you didn’t already know, Manos and Ellis are partners outside work - and we’re so happy to share that they’re engaged! 💍

Ellis has felt like part of our family for a long time, so it’s lovely to know she’ll soon be making it official.

With Ellis’s creativity, we’re looking forward to hearing about their wedding plans, and wondering whether Hank might get a role as ring bearer…

Congratulations, Manos and Ellis! ❤️

06/10/2026

Changes coming in April 2027 could mean more families are affected than before.

Every estate is different, which is why understanding your own position is so important.

Our free Inheritance Tax Calculator provides a quick estimate to help you see where you stand.

Try it here: https://newark-wealth-ltd.iht.ningi-labs.co.uk

02/10/2026

It’s always nice to hear from clients after we’ve worked together.

We want dealing with your finances to feel straightforward from start to finish, so feedback like this means a lot to us.

Thanks for the kind words, Stuart.

Address

15 Portland Road
Kilmarnock
KA12BT

Opening Hours

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

Telephone

+441563551166

Website

http://newarkwealth.co.uk/

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