Tailored Financial Planning Ltd

09/09/2026

Would you feel confident choosing an investment?

There is no shortage of investment options—but having more choice does not always make the decision easier.

🤔Where should you invest?
🤔How much risk is reasonable?
🤔How long should your money remain invested?
🤔What level of market movement would make you uncomfortable?

Tailored Financial Planning can help you understand your attitude to risk and your capacity for loss, before creating an investment approach shaped around your personal objectives.

The aim is not to chase trends or make unnecessary changes. It is to build a well-considered plan that you understand and feel able to stick with for the long term.

Investments can fall as well as rise in value, and you may get back less than you invest. Tailored explains these risks and regularly reviews clients’ plans to help keep them aligned with their goals.

08/09/2026

🍁 With the Autumn Budget on 28 October 2026, attention is turning to where the Chancellor could raise additional revenue, with Capital Gains Tax, property, pensions, wealth and frozen tax thresholds all areas to watch. While there is plenty of speculation, nothing is confirmed yet. Rather than reacting to headlines, now could be a good time to review your financial position and be prepared for any changes announced.
Want to know more?

Read our full blog below 👇

http://www.tailoredfp.co.uk/pensions/autumn-budget-2026-tax-watch/

07/09/2026

Protecting more than your income...👨‍👨‍👦‍👦

A financial plan should help you work towards the future you want - but it should also consider what might happen when life does not go according to plan.

Could your household continue meeting its commitments if you became seriously ill or were unable to work? Would your family remain financially secure if you were no longer there to provide for them?

Protection planning can include life insurance, critical illness cover and income protection, depending on your circumstances.

Tailored Financial Planning can help you identify the risks that matter most and find suitable cover from major insurance providers.

It is not about expecting the worst. It is about knowing you have taken sensible steps to protect the people and lifestyle that matter to you.

03/09/2026

our pension task for this month: retrace your career.

Write down every employer you have worked for and consider whether you joined a workplace pension during your time there.

Then:

Look for old pension statements or emails.
Contact previous employers where details are missing.
Check that each pension provider has your current address.
Create one record showing where all your pensions are held.

The Government’s free Pension Tracing Service can provide contact details for workplace and personal pension schemes, although it does not tell you whether you have a pension or what it is worth.

A small amount of pension housekeeping today could make retirement planning much simpler in the future.

Read the full article:
https://shorturl.at/69hyR

03/09/2026

🎓 Planning for your child’s education? Start early.

School and university costs can be significant, but early financial planning can help you prepare while protecting your wider financial goals. From saving and investing to making the most of tax-efficient options and support from grandparents, the right strategy can provide greater flexibility and peace of mind for the future.

Tax rules can change and depend on individual circumstances. Professional advice should be sought where appropriate.

See our latest Blog:
https://www.tailoredfp.co.uk/investments/guide-to-school-fees-and-university-fees-planning/

01/09/2026

💭 What could £10,000 have done for you over the last 10 years? As 2026 marks a decade of Tailored Financial Planning, we thought we'd investigate.

It’s a question we’re often asked - and the answer might surprise you.
Here we look at how investing has performed over the past decade 👇

https://shorturl.at/7QF8U

28/08/2026

Patience is the key to successful investing. But how do you teach this to children used to instant results? 🍎 Use simple examples like saving for a favorite toy to explain the value of waiting.
💡 Discover more tips in our blog: https://shorturl.at/qqe1I

26/08/2026

🏚️Thinking about putting your house into trust? Learn more in our blog.🏚️

In this guide, we explain why thousands of families are putting their homes into trust - and explain the potential drawbacks clearly.

Want professional advice? Get in touch with our Trust expert, Dan. ([email protected] / 01744 757648).

And read our guide here: https://shorturl.at/WjZQc

24/08/2026

24/08/2026

Did you know that from April 2027, unused pension pots could become part of your estate for Inheritance Tax purposes?

For many families, this could mean a rethink of long-term planning, especially where pensions have been used as a way to pass on wealth tax-efficiently.

The good news? There is still time to understand the changes and review your options.

In this blog, we break down what the new rules could mean and why early planning is so important.

Read more here: https://shorturl.at/N81Gy