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AK Wealth

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Welcome to AK Wealth - We are Warwickshire based financial advisory firm.

05/11/2026

Inheritance Tax (IHT) is a tax that may be payable on someone’s estate when they die. An estate includes their money, property and possessions.

For the 2026/27 tax year, the standard tax-free allowance is £325,000 per person. An additional residence allowance of up to £175,000 may be available when a qualifying home is passed to direct descendants, subject to the rules.

Unused allowances may also be transferable between spouses or civil partners.

Whether Inheritance Tax is payable depends on the value of the estate, the allowances available, family circumstances and any applicable exemptions or reliefs. The residence allowance can also be reduced for estates worth more than £2 million.

Every estate is different. Understanding the rules is the first step towards making informed decisions about your estate and the people you want to provide for.

📞𝟎𝟏𝟗𝟐𝟔 𝟖𝟖𝟔𝟒𝟗𝟏
📧𝐨𝐟𝐟𝐢𝐜𝐞@𝐚𝐤𝐰𝐞𝐚𝐥𝐭𝐡.𝐜𝐨.𝐮𝐤
📍𝐏𝐮𝐫𝐞 𝐎𝐟𝐟𝐢𝐜𝐞𝐬 | 𝐏𝐥𝐚𝐭𝐨 𝐂𝐥𝐨𝐬𝐞 | 𝐋𝐞𝐚𝐦𝐢𝐧𝐠𝐭𝐨𝐧 𝐒𝐩𝐚 | 𝐂𝐕𝟑𝟒 𝟔𝐖𝐄

“𝐶𝑎𝑙𝑙𝑠 𝑓𝑟𝑜𝑚 𝑎 𝐵𝑇 𝑙𝑖𝑛𝑒 𝑎𝑟𝑒 𝑐ℎ𝑎𝑟𝑔𝑒𝑑 𝑎𝑡 𝑦𝑜𝑢𝑟 𝑐𝑎𝑙𝑙𝑖𝑛𝑔 𝑝𝑙𝑎𝑛’𝑠 𝑠𝑡𝑎𝑛𝑑𝑎𝑟𝑑 𝑛𝑒𝑡𝑤𝑜𝑟𝑘 𝑟𝑎𝑡𝑒. 𝑀𝑜𝑏𝑖𝑙𝑒 𝑎𝑛𝑑 𝑜𝑡ℎ𝑒𝑟 𝑝𝑟𝑜𝑣𝑖𝑑𝑒𝑟𝑠’ 𝑐ℎ𝑎𝑟𝑔𝑒𝑠 𝑚𝑎𝑦 𝑣𝑎𝑟𝑦.”

04/11/2026

“If I wasn’t here tomorrow, would you know where everything is?”

Your pensions, savings, investments, insurance policies, debts and important documents all form part of the bigger financial picture.

Financial planning isn’t just about building wealth. It’s also about making sure the people you trust know how to navigate it if you’re no longer there to explain it.

Would your family know where to start?

📞𝟎𝟏𝟗𝟐𝟔 𝟖𝟖𝟔𝟒𝟗𝟏
📧𝐨𝐟𝐟𝐢𝐜𝐞@𝐚𝐤𝐰𝐞𝐚𝐥𝐭𝐡.𝐜𝐨.𝐮𝐤
📍𝐏𝐮𝐫𝐞 𝐎𝐟𝐟𝐢𝐜𝐞𝐬 | 𝐏𝐥𝐚𝐭𝐨 𝐂𝐥𝐨𝐬𝐞 | 𝐋𝐞𝐚𝐦𝐢𝐧𝐠𝐭𝐨𝐧 𝐒𝐩𝐚 | 𝐂𝐕𝟑𝟒 𝟔𝐖𝐄

“𝐶𝑎𝑙𝑙𝑠 𝑓𝑟𝑜𝑚 𝑎 𝐵𝑇 𝑙𝑖𝑛𝑒 𝑎𝑟𝑒 𝑐ℎ𝑎𝑟𝑔𝑒𝑑 𝑎𝑡 𝑦𝑜𝑢𝑟 𝑐𝑎𝑙𝑙𝑖𝑛𝑔 𝑝𝑙𝑎𝑛’𝑠 𝑠𝑡𝑎𝑛𝑑𝑎𝑟𝑑 𝑛𝑒𝑡𝑤𝑜𝑟𝑘 𝑟𝑎𝑡𝑒. 𝑀𝑜𝑏𝑖𝑙𝑒 𝑎𝑛𝑑 𝑜𝑡ℎ𝑒𝑟 𝑝𝑟𝑜𝑣𝑖𝑑𝑒𝑟𝑠’ 𝑐ℎ𝑎𝑟𝑔𝑒𝑠 𝑚𝑎𝑦 𝑣𝑎𝑟𝑦.”

03/11/2026

A Will Doesn’t Decide Everything.

Having a will is an important part of planning for the future — but your financial arrangements don’t always work in exactly the same way.

As life changes, so can your circumstances, priorities and the people you want to protect. That’s why reviewing your arrangements regularly can be just as important as putting them in place in the first place.

A well-structured plan should reflect where you are now, what you own, and what you want to happen in the future.

When was the last time you reviewed your estate plan?

📞𝟎𝟏𝟗𝟐𝟔 𝟖𝟖𝟔𝟒𝟗𝟏
📧𝐨𝐟𝐟𝐢𝐜𝐞@𝐚𝐤𝐰𝐞𝐚𝐥𝐭𝐡.𝐜𝐨.𝐮𝐤
📍𝐏𝐮𝐫𝐞 𝐎𝐟𝐟𝐢𝐜𝐞𝐬 | 𝐏𝐥𝐚𝐭𝐨 𝐂𝐥𝐨𝐬𝐞 | 𝐋𝐞𝐚𝐦𝐢𝐧𝐠𝐭𝐨𝐧 𝐒𝐩𝐚 | 𝐂𝐕𝟑𝟒 𝟔𝐖𝐄

“𝐶𝑎𝑙𝑙𝑠 𝑓𝑟𝑜𝑚 𝑎 𝐵𝑇 𝑙𝑖𝑛𝑒 𝑎𝑟𝑒 𝑐ℎ𝑎𝑟𝑔𝑒𝑑 𝑎𝑡 𝑦𝑜𝑢𝑟 𝑐𝑎𝑙𝑙𝑖𝑛𝑔 𝑝𝑙𝑎𝑛’𝑠 𝑠𝑡𝑎𝑛𝑑𝑎𝑟𝑑 𝑛𝑒𝑡𝑤𝑜𝑟𝑘 𝑟𝑎𝑡𝑒. 𝑀𝑜𝑏𝑖𝑙𝑒 𝑎𝑛𝑑 𝑜𝑡ℎ𝑒𝑟 𝑝𝑟𝑜𝑣𝑖𝑑𝑒𝑟𝑠’ 𝑐ℎ𝑎𝑟𝑔𝑒𝑠 𝑚𝑎𝑦 𝑣𝑎𝑟𝑦.”

02/11/2026

Your Estate Is More Than Your House.

The upcoming pension and IHT changes are important — but there isn’t a single decision that everyone should make.

From 6 April 2027, most unused pension funds and pension death benefits are due to be brought into the estate for IHT purposes.

The useful question isn’t simply “What should I do with my pension?”

It’s “What role should my pension play within my overall financial plan?”

If you’re unsure how the changes could affect your circumstances, give AK Wealth a call.

📞𝟎𝟏𝟗𝟐𝟔 𝟖𝟖𝟔𝟒𝟗𝟏
📧𝐨𝐟𝐟𝐢𝐜𝐞@𝐚𝐤𝐰𝐞𝐚𝐥𝐭𝐡.𝐜𝐨.𝐮𝐤
📍𝐏𝐮𝐫𝐞 𝐎𝐟𝐟𝐢𝐜𝐞𝐬 | 𝐏𝐥𝐚𝐭𝐨 𝐂𝐥𝐨𝐬𝐞 | 𝐋𝐞𝐚𝐦𝐢𝐧𝐠𝐭𝐨𝐧 𝐒𝐩𝐚 | 𝐂𝐕𝟑𝟒 𝟔𝐖𝐄

“𝐶𝑎𝑙𝑙𝑠 𝑓𝑟𝑜𝑚 𝑎 𝐵𝑇 𝑙𝑖𝑛𝑒 𝑎𝑟𝑒 𝑐ℎ𝑎𝑟𝑔𝑒𝑑 𝑎𝑡 𝑦𝑜𝑢𝑟 𝑐𝑎𝑙𝑙𝑖𝑛𝑔 𝑝𝑙𝑎𝑛’𝑠 𝑠𝑡𝑎𝑛𝑑𝑎𝑟𝑑 𝑛𝑒𝑡𝑤𝑜𝑟𝑘 𝑟𝑎𝑡𝑒. 𝑀𝑜𝑏𝑖𝑙𝑒 𝑎𝑛𝑑 𝑜𝑡ℎ𝑒𝑟 𝑝𝑟𝑜𝑣𝑖𝑑𝑒𝑟𝑠’ 𝑐ℎ𝑎𝑟𝑔𝑒𝑠 𝑚𝑎𝑦 𝑣𝑎𝑟𝑦.”

30/10/2026

Buy Now, Pay Later… But Who Is Actually Paying Later?

The convenience of spreading a payment can make it easy to overlook the bigger picture.

When multiple commitments start building up, they can quietly reduce the money available for everything else — even when each individual payment seems manageable.

Before committing, it’s worth considering the impact on your future cash flow, not just what leaves your account today.

A little planning now can help prevent financial pressure later.

📞𝟎𝟏𝟗𝟐𝟔 𝟖𝟖𝟔𝟒𝟗𝟏
📧𝐨𝐟𝐟𝐢𝐜𝐞@𝐚𝐤𝐰𝐞𝐚𝐥𝐭𝐡.𝐜𝐨.𝐮𝐤
📍𝐏𝐮𝐫𝐞 𝐎𝐟𝐟𝐢𝐜𝐞𝐬 | 𝐏𝐥𝐚𝐭𝐨 𝐂𝐥𝐨𝐬𝐞 | 𝐋𝐞𝐚𝐦𝐢𝐧𝐠𝐭𝐨𝐧 𝐒𝐩𝐚 | 𝐂𝐕𝟑𝟒 𝟔𝐖𝐄

“𝐶𝑎𝑙𝑙𝑠 𝑓𝑟𝑜𝑚 𝑎 𝐵𝑇 𝑙𝑖𝑛𝑒 𝑎𝑟𝑒 𝑐ℎ𝑎𝑟𝑔𝑒𝑑 𝑎𝑡 𝑦𝑜𝑢𝑟 𝑐𝑎𝑙𝑙𝑖𝑛𝑔 𝑝𝑙𝑎𝑛’𝑠 𝑠𝑡𝑎𝑛𝑑𝑎𝑟𝑑 𝑛𝑒𝑡𝑤𝑜𝑟𝑘 𝑟𝑎𝑡𝑒. 𝑀𝑜𝑏𝑖𝑙𝑒 𝑎𝑛𝑑 𝑜𝑡ℎ𝑒𝑟 𝑝𝑟𝑜𝑣𝑖𝑑𝑒𝑟𝑠’ 𝑐ℎ𝑎𝑟𝑔𝑒𝑠 𝑚𝑎𝑦 𝑣𝑎𝑟𝑦.”

27/10/2026

Your Pension May Have A Second Job.

For many people, a pension has always been viewed primarily as a way of funding retirement.

But the upcoming changes to the Inheritance Tax treatment of most unused pension funds and pension death benefits mean there may be another conversation to have: what happens to your pension if you die with money still invested?

The change takes effect from 6 April 2027.

That doesn’t mean everyone with a pension will have an IHT liability. It means your pension may need to be considered alongside the rest of your estate.

If you’re unsure how the changes could affect your own plans, give the AK Wealth team a call.

📞𝟎𝟏𝟗𝟐𝟔 𝟖𝟖𝟔𝟒𝟗𝟏
📧𝐨𝐟𝐟𝐢𝐜𝐞@𝐚𝐤𝐰𝐞𝐚𝐥𝐭𝐡.𝐜𝐨.𝐮𝐤
📍𝐏𝐮𝐫𝐞 𝐎𝐟𝐟𝐢𝐜𝐞𝐬 | 𝐏𝐥𝐚𝐭𝐨 𝐂𝐥𝐨𝐬𝐞 | 𝐋𝐞𝐚𝐦𝐢𝐧𝐠𝐭𝐨𝐧 𝐒𝐩𝐚 | 𝐂𝐕𝟑𝟒 𝟔𝐖𝐄

“𝐶𝑎𝑙𝑙𝑠 𝑓𝑟𝑜𝑚 𝑎 𝐵𝑇 𝑙𝑖𝑛𝑒 𝑎𝑟𝑒 𝑐ℎ𝑎𝑟𝑔𝑒𝑑 𝑎𝑡 𝑦𝑜𝑢𝑟 𝑐𝑎𝑙𝑙𝑖𝑛𝑔 𝑝𝑙𝑎𝑛’𝑠 𝑠𝑡𝑎𝑛𝑑𝑎𝑟𝑑 𝑛𝑒𝑡𝑤𝑜𝑟𝑘 𝑟𝑎𝑡𝑒. 𝑀𝑜𝑏𝑖𝑙𝑒 𝑎𝑛𝑑 𝑜𝑡ℎ𝑒𝑟 𝑝𝑟𝑜𝑣𝑖𝑑𝑒𝑟𝑠’ 𝑐ℎ𝑎𝑟𝑔𝑒𝑠 𝑚𝑎𝑦 𝑣𝑎𝑟𝑦.”

26/10/2026

The £3,000 gifting allowance is only one part of the wider Inheritance Tax rules.

There are different exemptions and allowances that may apply depending on the type of gift, who receives it and your individual circumstances.

Understanding the rules can help you make informed decisions about gifting and how you pass wealth on to the people who matter to you.

If you’re considering making larger gifts, it’s important to look at the full picture rather than relying on one allowance.

𝟎𝟏𝟗𝟐𝟔 𝟖𝟖𝟔𝟒𝟗𝟏
📧𝐨𝐟𝐟𝐢𝐜𝐞@𝐚𝐤𝐰𝐞𝐚𝐥𝐭𝐡.𝐜𝐨.𝐮𝐤
📍𝐏𝐮𝐫𝐞 𝐎𝐟𝐟𝐢𝐜𝐞𝐬 | 𝐏𝐥𝐚𝐭𝐨 𝐂𝐥𝐨𝐬𝐞 | 𝐋𝐞𝐚𝐦𝐢𝐧𝐠𝐭𝐨𝐧 𝐒𝐩𝐚 | 𝐂𝐕𝟑𝟒 𝟔𝐖𝐄

“𝐶𝑎𝑙𝑙𝑠 𝑓𝑟𝑜𝑚 𝑎 𝐵𝑇 𝑙𝑖𝑛𝑒 𝑎𝑟𝑒 𝑐ℎ𝑎𝑟𝑔𝑒𝑑 𝑎𝑡 𝑦𝑜𝑢𝑟 𝑐𝑎𝑙𝑙𝑖𝑛𝑔 𝑝𝑙𝑎𝑛’𝑠 𝑠𝑡𝑎𝑛𝑑𝑎𝑟𝑑 𝑛𝑒𝑡𝑤𝑜𝑟𝑘 𝑟𝑎𝑡𝑒. 𝑀𝑜𝑏𝑖𝑙𝑒 𝑎𝑛𝑑 𝑜𝑡ℎ𝑒𝑟 𝑝𝑟𝑜𝑣𝑖𝑑𝑒𝑟𝑠’ 𝑐ℎ𝑎𝑟𝑔𝑒𝑠 𝑚𝑎𝑦 𝑣𝑎𝑟𝑦.”

23/10/2026

The Budget Is Coming. But What Should You Actually Watch?

Headlines are designed to grab your attention. Your financial plan shouldn’t be.

When tax rules, pensions or investment news make the headlines, it can be tempting to react immediately. But a change in the rules doesn’t automatically mean a change is needed in your personal strategy.

The most valuable step is often to pause, understand the facts and consider how they actually relate to your goals, circumstances and long-term plans.

Because good financial planning isn’t about reacting to every headline.

It’s about knowing when action is needed — and when it isn’t.

📞𝟎𝟏𝟗𝟐𝟔 𝟖𝟖𝟔𝟒𝟗𝟏
📧𝐨𝐟𝐟𝐢𝐜𝐞@𝐚𝐤𝐰𝐞𝐚𝐥𝐭𝐡.𝐜𝐨.𝐮𝐤
📍𝐏𝐮𝐫𝐞 𝐎𝐟𝐟𝐢𝐜𝐞𝐬 | 𝐏𝐥𝐚𝐭𝐨 𝐂𝐥𝐨𝐬𝐞 | 𝐋𝐞𝐚𝐦𝐢𝐧𝐠𝐭𝐨𝐧 𝐒𝐩𝐚 | 𝐂𝐕𝟑𝟒 𝟔𝐖𝐄

“𝐶𝑎𝑙𝑙𝑠 𝑓𝑟𝑜𝑚 𝑎 𝐵𝑇 𝑙𝑖𝑛𝑒 𝑎𝑟𝑒 𝑐ℎ𝑎𝑟𝑔𝑒𝑑 𝑎𝑡 𝑦𝑜𝑢𝑟 𝑐𝑎𝑙𝑙𝑖𝑛𝑔 𝑝𝑙𝑎𝑛’𝑠 𝑠𝑡𝑎𝑛𝑑𝑎𝑟𝑑 𝑛𝑒𝑡𝑤𝑜𝑟𝑘 𝑟𝑎𝑡𝑒. 𝑀𝑜𝑏𝑖𝑙𝑒 𝑎𝑛𝑑 𝑜𝑡ℎ𝑒𝑟 𝑝𝑟𝑜𝑣𝑖𝑑𝑒𝑟𝑠’ 𝑐ℎ𝑎𝑟𝑔𝑒𝑠 𝑚𝑎𝑦 𝑣𝑎𝑟𝑦.”

Address

Pure Offices
Leamington Spa
CV346WE

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Telephone

+441926886491

Website

facebook.com

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