Annetts & Orchard

Annetts & Orchard Annetts & Orchard are Independent Financial Advisers. We specialise in helping clients create financial plans for their retirements. FCA No. 820272

Our advice is based on honesty and simplicity. Our solutions will always be as complicated as necessary, yet as simple as possible. Annetts & Orchard is authorised and regulated by the Financial Conduct Authority.

Next year, a significant change to how pensions are treated when calculating Inheritance Tax could mean more families be...
09/06/2026

Next year, a significant change to how pensions are treated when calculating Inheritance Tax could mean more families become liable for the tax.

Even if you have an existing estate plan in place that considers your Inheritance Tax liability, it may be worthwhile reviewing it in light of the changes.

Get in touch or read our blog, linked below, to learn what the changes could mean for you.

https://www.annettsandorchard.co.uk/explained-why-your-pension-could-become-liable-for-inheritance-tax/

Is uncertainty discouraging you from investing?According to an article from Financial Planning Today, 23% of Brits are m...
19/05/2026

Is uncertainty discouraging you from investing?

According to an article from Financial Planning Today, 23% of Brits are more likely to choose a cash account over an investment account than they were previously, due to political and economic uncertainty.

However, this could be harming your ability to reach your long-term goals.

To discover how you could overcome your fear of investment uncertainty, click the link below.

https://www.annettsandorchard.co.uk/5-tips-for-overcoming-the-fear-of-investment-uncertainty/

Capital Gains Tax is a tax on the profits you make when you dispose of certain assets, including:1. Business assets2. Pr...
05/05/2026

Capital Gains Tax is a tax on the profits you make when you dispose of certain assets, including:

1. Business assets
2. Property that's not your main home
3. Shares that aren't held in a tax-efficient wrapper
4. Most personal possessions worth £6,000 or more, apart from your car

With the amount of Capital Gains Tax investors collectively pay set to soar over the next six years, it might be time to learn how you could reduce a potential tax bill.

Click the link below to find out more.

https://www.annettsandorchard.co.uk/the-capital-gains-tax-essentials-you-need-to-know/

Could changing rules make you liable for Inheritance Tax?Currently, pensions are usually outside your estate for Inherit...
28/04/2026

Could changing rules make you liable for Inheritance Tax?

Currently, pensions are usually outside your estate for Inheritance Tax purposes.

However, this will change on 6 April 2027, when most unused pension funds and pension death benefits will be included in Inheritance Tax calculations.

According to HMRC, the changes mean around 10,500 estates will become liable for Inheritance Tax where previously they would not have been.

If you're worried this might include you, we're here to help. Get in touch or read our blog, linked below, to find out more.

https://www.annettsandorchard.co.uk/explained-why-your-pension-could-become-liable-for-inheritance-tax/

89% of Brits experience money worries, according to a survey commissioned by Virgin Money.Not only can this cause financ...
14/04/2026

89% of Brits experience money worries, according to a survey commissioned by Virgin Money.

Not only can this cause financial stress, but it could also affect other areas of your life, such as relationships with loved ones.

Feeling confident in your finances can ease concerns and enable you to focus on the things you enjoy.

Click the link below to discover how a financial plan can help you turn your wealth into happiness.

https://www.annettsandorchard.co.uk/turning-wealth-into-happiness-why-a-plan-makes-a-difference/

Address

31 Castle Street
Salisbury
SP11TT

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441722338801

Website

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