Capital Planning Partners

Capital Planning Partners We offer professional, bespoke, relationship based financial advice Contact me today for a no-obligation review meeting.

Approaching retirement: what is the right time to de-risk?
05/06/2026

Approaching retirement: what is the right time to de-risk?

Moving from decades of building wealth to relying on investments for income is a significant transition. At this point, many people begin to think more carefully about risk, particularly how much of it they are comfortable taking.

Pensions UK Report: Figures paint dire picture of nation’s saving
04/06/2026

Pensions UK Report: Figures paint dire picture of nation’s saving

The amount of money needed for people to achieve a good standard of living in retirement has risen significantly in the last year.

What are offset mortgages?
02/06/2026

What are offset mortgages?

The mortgage market has been volatile so far in 2026 and interest rates look set to climb in the coming months as inflation is expected to rise. Borrowers can take some degree of control with an offset mortgage, which allows you to use savings to either lower your monthly payments or pay off your ho...

Financial Health Report: Financial resilience falls but a plan can boost confidence
19/05/2026

Financial Health Report: Financial resilience falls but a plan can boost confidence

Households are feeling less resilient and finances have worsened over the past 12 months, against a backdrop of continued cost of living pressures and global turmoil. These are the findings of St. James's Place’s fifth Financial Health Report, published today, 14 May.

Saving and investing for children and grandchildren
19/05/2026

Saving and investing for children and grandchildren

Many parents worry that their children will struggle to find their financial feet in the current environment. Concerns include the flagging jobs market and inadequate retirement savings. Meanwhile, high house prices make it increasingly difficult to take the first step onto the property ladder. Thes...

Dementia Action Week: Shoring up the future with a lasting power of attorney
19/05/2026

Dementia Action Week: Shoring up the future with a lasting power of attorney

There are almost one million people in the UK living with dementia, although one in three don’t have a formal diagnosis, according to Alzheimer’s Society. And the number is expected to soar to 1.4 million by 20402.

Fixed rate or tracker? Choosing the right mortgage in uncertain times
01/05/2026

Fixed rate or tracker? Choosing the right mortgage in uncertain times

But market expectations are now that the base rate will rise during 2026. This is because inflation is likely to go up due to increased oil prices caused by the prolonged conflict in Iran. The Bank of England uses interest rates as a tool to control rising inflation.

New tax year: maximising opportunities at every life stage
28/04/2026

New tax year: maximising opportunities at every life stage

Household finances continue to be squeezed in 2026. With income tax thresholds frozen until at least 2031, more taxpayers are being pulled into higher tax bands. Plus, years of high inflation have compounded the problem as rising prices mean less disposable income.

At a glance10 million UK savers are interested in investing, but don’t take the next step. Many feel investing is comple...
28/04/2026

At a glance
10 million UK savers are interested in investing, but don’t take the next step. Many feel investing is complex, unfamiliar or ‘not for people like them’.

Nearly 40% of savers are more likely to invest after a conversation about it with someone they know.

Normalising investing could prompt more people to start doing so.

How can we get more people to invest? For savers, it’s the next step, according to a UK-wide campaign aimed at encouraging UK savers to invest for long-term growth – and closing the UK’s persistent investment gap.

Can a trust help protect your estate?
17/04/2026

Can a trust help protect your estate?

Trusts are increasingly used in the UK as a strategy to manage inheritance tax (IHT) liabilities, especially with upcoming changes to IHT rules set to affect pensions. We look at how they work in estate planning.

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