Hamilton Bennett Financial Solutions

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Hamilton Bennett Financial Solutions Empowering people from all walks of life to plan and build their financial future

💭 Could your loved ones face both Inheritance Tax and Income Tax on inherited pension wealth? From 6 April 2027, most un...
15/10/2026

💭 Could your loved ones face both Inheritance Tax and Income Tax on inherited pension wealth?

From 6 April 2027, most unused pension funds and pension death benefits will be brought within the scope of Inheritance Tax.

Depending on the circumstances, beneficiaries may also be liable for Income Tax when they access inherited pension benefits. However, the same value should not be subject to both taxes, with provisions in place to account for Inheritance Tax when calculating taxable pension income.

These changes could affect how much you’re able to pass on to loved ones, making pension and estate planning an increasingly important part of preparing for the future.

Understanding the rules and exploring your options now could help you make informed decisions about your financial plans.

Hamilton Bennett Financial Solutions (2025) Ltd 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) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products.The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

💭 Money worries? You’re not alone. From rising costs and unexpected expenses to planning for the future, money can somet...
12/10/2026

💭 Money worries? You’re not alone.

From rising costs and unexpected expenses to planning for the future, money can sometimes feel like a lot to manage.

The first step is often simply understanding where you stand. Taking time to review your finances, set realistic goals and talk things through can help you feel more in control. 💜

You don’t have to have everything figured out on your own. The right guidance can help you make informed decisions and take positive steps towards your financial future.

Hamilton Bennett Financial Solutions (2025) Ltd 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) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products.The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives

Meet Georgia – Owner & Director at Hamilton Bennett 👋Georgia has spent more than a decade working across the financial s...
09/10/2026

Meet Georgia – Owner & Director at Hamilton Bennett 👋

Georgia has spent more than a decade working across the financial services industry, beginning her career in insurance and broking international commercial business in the City before moving into financial planning.

Those years gave her a strong understanding of how people protect what matters to them financially – and also highlighted something that stayed with her. While business owners carefully insure their businesses and assets, they can sometimes overlook one of their most important assets: themselves.

That experience helped shape Georgia’s approach to financial planning today. For her, it’s about much more than numbers. It’s about getting to know her clients, understanding what matters to them and building long-term relationships that evolve as their lives, businesses and priorities change.

It’s this personal, relationship-led approach that sits at the heart of Hamilton Bennett, helping clients understand their options and feel more confident about the financial decisions they make for the future.

Outside of work, Georgia enjoys travelling, good food and good w**e. Her ideal Sunday? A long dog walk, followed by a roast at a local gastropub and a glass of red w**e. 🍷🐾

🏠 Buying a home has become a lot less affordable over the years. According to the Office for National Statistics (ONS), ...
06/10/2026

🏠 Buying a home has become a lot less affordable over the years.

According to the Office for National Statistics (ONS), back in 1997, the average house price in England and Wales was around 3.6 times the average full-time worker’s annual earnings.

By 2016, that had more than doubled to 7.6 times earnings.

So, no wonder you might feel hard done by. 🏠

With house prices rising faster than earnings over much of the past few decades, getting onto the property ladder can require more careful planning around deposits, borrowing and affordability.

💡 Understanding where you are now and what you’re working towards can help you build a clearer plan for the future.

A little time out of the office for our first Advisers Convention! ☀️ We recently joined our friends at Ethical Wealth i...
02/10/2026

A little time out of the office for our first Advisers Convention! ☀️ 

We recently joined our friends at Ethical Wealth in Portugal, celebrating a fantastic first half of the year. 

It was a lovely opportunity to step away from the day-to-day, spend some time together and reflect on what’s been achieved so far this year. 

And, of course, none of it happens without the hard work of the whole Hamilton Bennett team – so a big thank you to everyone who plays their part behind the scenes too. 

Here’s to the rest of the year!  

01/10/2026

🌱 Where does your money go?

Good Money Week is a chance to think about how our financial choices can impact people, the planet and our future.

From banking and savings to pensions and investments, sustainable and ethical finance is about understanding how your money is used and the options available to you.

This could include considering environmental factors, supporting positive social change or avoiding certain industries.

💡 There’s no one-size-fits-all approach. Understanding your options can help you make informed decisions that align with your goals and values.

📈 Index or active investing - which approach is right for you? Index investing can offer a simple way to gain exposure t...
24/09/2026

📈 Index or active investing - which approach is right for you?

Index investing can offer a simple way to gain exposure to a broad market. But it also means you're following the rules of that particular index.

🚀 Take SpaceX. Despite being one of the world's most valuable companies, it isn't currently included in the S&P 500.

Active investing takes a different approach, with fund managers selecting investments based on research and their views. 🔎

Neither approach is automatically better. The right strategy depends on your goals, timeframe and attitude to risk. 🎯

Inflation is proving unpredictable… so why do prices still feel so high? 👀 UK inflation fell to 2.6% in June, before ris...
21/09/2026

Inflation is proving unpredictable… so why do prices still feel so high? 👀

UK inflation fell to 2.6% in June, before rising to 2.9% in July. But that doesn’t mean prices are falling - they’re still rising, just at a different rate. 📈

From food and energy to global events and weather conditions, lots of factors can influence the prices we pay. 🌍🌾⛽

And with inflation still above the Bank of England’s 2% target, it’s something worth keeping an eye on. 👀

Understanding inflation can help you make more informed decisions about your savings, investments and financial plans. 💷📊

From 6 April 2027, most unused pension funds and certain death benefits are set to be included in your estate when calcu...
15/09/2026

From 6 April 2027, most unused pension funds and certain death benefits are set to be included in your estate when calculating Inheritance Tax. 💷

This means your pension could become an increasingly important part of your wider estate planning. 🏡📋

There are still exemptions and allowances to consider, and the impact will depend on your individual circumstances.

❤️ If you're thinking about what you’ll leave behind, it could be worth reviewing your plans before the changes come into effect.

Taxation rules can change at any time and are dependent on individual circumstances.

Address

17 Robert Avenue
Saint Albans
AL12QW

Opening Hours

Monday 8:30am - 5pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+447595387172

Website

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