New Forest Wealth Management Ltd

10/06/2026

🏠 Offset mortgages can seem complex but those who take them out can potentially benefit from significant savings on mortgage interest.
🏠 Having an offset mortgage can provide flexible benefits when it comes to interest.
🏠 Taking advice about whether an offset mortgage is right for you can give you the confidence to know whether you're making the right decision.

For more information, take a look at the following article https://www.newforestwealthmanagement.co.uk/article/detail/sjpp/what-are-offset-mortgages.html

09/06/2026

HMRC has provided new details on how inheritance tax will apply to pensions from next year.

https://www.which.co.uk/news/article/inheritance-tax-on-pensions-how-the-new-rules-will-work-in-practice-aBHIj1Y7kBmv?utm_term=Autofeed&utm_medium=Social&utm_source=Facebook&fbclid=IwZnRzaASPXH1leHRuA2FlbQIxMQBzcnRjBmFwcF9pZA8xNzM4NDc2NDI2NzAzNzAAAR5s384Bi_6qg74pjpa5ry067Yd0ZkgjHCyToNzHlLpcEej2IHvOExXkU7Bi_w_aem_cnJkMcIJ_TATBRc5hjZRNw =1780452143

HMRC will continue to publish updates on how inheritance tax will apply to pensions ahead of the new rules taking effect in April 2027.

04/06/2026

You may have noticed bonds appearing in the headlines again.

Rising yields are drawing attention to a part of the market that’s usually seen as more stable.

This article explains what’s happening with bonds and why it matters: https://www.newforestwealthmanagement.co.uk/article/detail/sjpp/why-bonds-are-back-in-the-spotlight-and-why-it-matters.html

New Forest Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 2/6/2026

03/06/2026

Too many people face a "cliff-edge drop in income" when they retire, with more than three-quarters not on course to save enough for a "moderate" lifestyle, a pensions trade body has warned.

A newly-published report suggests a moderate lifestyle in retirement costs £32,700 for one person and £45,400 for two.

02/06/2026

12.2m people are on track to face poverty in retirement, meaning you won’t have enough money to live the most basic standard of living once you stop working.

Read more below at the link below 🔗

https://www.which.co.uk/news/article/a-third-of-us-are-facing-pension-poverty-what-can-you-do-aL9qN9V1fjL1?utm_medium=Social&utm_source=Facebook&fbclid=IwdGRzaASIxcZjbGNrBIjFWmV4dG4DYWVtAjExAHNydGMGYXBwX2lkDDM1MDY4NTUzMTcyOAABHh2Rvhqt1pZmQ1oBZZLu2rGzdRdRTEgL8aliXL9vzaTlxNhK6ATyHiXLdqzt_aem_mfbz3PlY_abYjhsXRZE9dw&sfnsn=scwspmo

The government could change workplace pension rules, but there’s things we can all do too

01/06/2026

According to new figures, around £31 billion is sitting in unclaimed pensions:

Discovering 'lost' pensionsTo play this video you need to enable JavaScript in your browser.This video can not be playedDiscovering 'lost' pensionsCloseAround £31 billion is sitting in unclaimed pensions, according to new figures.Morning Live viewer Stephen, who cares for his wife with Alzheimer's,...

28/05/2026

We’re delighted to share that we have been shortlisted for the 2026 Investment Life & Pensions Moneyfacts Awards in the Tax & Estate Planner of the Year category.

This recognition reflects the trust our clients place in us and the dedication of our team in delivering thoughtful, personalised financial planning.

A huge thank you to our clients for their continued confidence and support - and congratulations to all those shortlisted 🎉

27/05/2026

Many UK savers are interested in investing but hesitate to take the next step.

This article explores why investment confidence remains a challenge, and how open conversations and normalising investing could encourage more people to get involved over time.

🔗 Read more: https://www.newforestwealthmanagement.co.uk/article/detail/sjpp/strong-uk-savings-culture-but-persistent-investment-gap.html
The value of your investment can go down as well as up. You could get back less than you invested.

New Forest Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 5/5/2026

26/05/2026

The sun is out...and so are the legs!! ☀️ With the warmer weather making a welcome return, we are enjoying brighter days and a well-earned boost of summer energy.

22/05/2026

Confidence in finances has dipped for many people — but planning still matters.

St. James’s Place’s latest Financial Health Report shows that households are under greater pressure, yet those with a financial plan are more likely to say their situation has improved.

🔗 Read more: https://www.newforestwealthmanagement.co.uk/article/detail/sjpp/financial-health-report-financial-resilience-falls-but-a-plan-can-boost-confidence.html

On behalf of SJP, Opinium surveyed 6,000 UK adults between 17 March and 9 April 2026. Quotas and post-weighting were applied to the sample to make the dataset representative of the UK adult population.

New Forest Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 14/5/2026