Rodney Spiller Wealth Management Ltd

27/05/2026

An interesting read.

Our Real Life Advice report shows that while AI and digital tools can make financial advice more accessible, most people still want to rely on a human when it really matters: https://www.sjp.co.uk/individuals/advice-and-products/financial-advice/real-life-real-advice

St. James’s Place Representatives represent only St. James’s Place Wealth Management
plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 17/4/2026

12/05/2026

On your death, a huge tax bill may not be the parting gift you plan to leave your kids. But that maybe exactly what happens if you don’t review your estate plans before 2027. 

In April next year, most pensions will count towards someone’s estate for inheritance tax, dragging more families into hefty tax bills after the death of a loved one.
 
Love may shape your Will, but smart planning determines whether it will feel like a gift or a burden.
To make the necessary changes to your estate can take 3-6 months, so make sure you start the process this year.
Drop in to the office on Fore Street in Topsham and let’s see how we can help.

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

Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills are not regulated by the Financial Conduct Authority.

Rodney Spiller Wealth Management is an Appointed Representative of St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.
SJP approved 15/04/2026

11/05/2026

On your death, a huge tax bill may not be the parting gift you plan to leave your kids. But that maybe exactly what happens if you don’t review your estate plans before 2027.
In April next year, most pensions will count towards someone’s estate for inheritance tax, dragging more families into hefty tax bills after the death of a loved one.

Love may shape your Will, but smart planning determines whether it will feel like a gift or a burden.
To make the necessary changes to your estate can take 3-6 months, so make sure you start the process this year.

Drop in to the office on Fore Street in Topsham and let’s see how we can help.



Taxation rules can change at any time and are dependent on individual circumstances.
Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.
Rodney Spiller Wealth Management is an Appointed Representative of St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.

SJP approved 15/04/2026

07/05/2026

Did someone say Summer Drinks? 🥂 We’re delighted to be able to share our next Business Meet Up details: Thursday June 11th at Topsham Cricket Club.

Picture the scene...chatting to fascinating local entrepreneurs and professionals over a cold beer 🍺 in the sunshine with a spot of cricket 🏏 in the background...!

We hope you can join us. And, if you’ve been before, please spread the word! Booking essential: email [email protected] or DM us.

24/04/2026

Thank you for the shoutout Topsham Tempests ❤️

22/04/2026

Tax rules are set to change from April 2027 in a move which will see most people’s pensions bought into their estates for inheritance tax purposes.

Combined with a long-term freeze in IHT thresholds, it is not surprising many people are turning to trusts as a way to manage their tax liabilities.

👉 Follow the link in comments to learn more.

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

Trusts are not regulated by the Financial Conduct Authority.

Rodney Spiller 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 17/4/2026
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15/04/2026

30/03/2026

Periods of geopolitical uncertainty can feel unsettling — but they don’t always change long‑term outcomes.

History shows markets can recover from major global events. A recent example is the invasion of Ukraine, after which many markets rebounded and moved close to all‑time highs.

This article shares a clear checklist to help investors decide whether uncertainty calls for action — or a focus on long‑term plans.

Read more: https://www.rodneyspillerwm.co.uk/article/detail/sjpp/keep-calm-and-carry-on-geopolitical-effects-on-markets-prove-temporary.html

Rodney Spiller 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 05/3/2026

The recent attacks on the Iranian leadership and subsequent retaliatory actions across the Middle East have caused widespread geopolitical volatility. Unsurprisingly, they have also left many investors wondering what actions they should now be considering.

18/03/2026

Real life advice

Our Real Life Advice report shows that while AI and digital tools can make financial advice more accessible, most people still want to rely on a human when it really matters: https://www.sjp.co.uk/individuals/advice-and-products/financial-advice/real-life-real-advice

St. James’s Place Representatives represent only St. James’s Place Wealth Management
plc, which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 17/4/2026

11/03/2026

Apologies for another rugby post but what an example of right here in Topsham.

We’re proud to be sponsoring the warm-up T-shirts for this year’s Lily Partridge Memorial Match at Topsham RFC.

The annual match, now in its 10th year, takes place on 14 March and is organised by Lily’s friends and teammates to bring the local rugby community together and remember Lily.

The day is raising funds for Devon Air Ambulance and Shaldon Zoo, with the warm-up shirts given to players to help raise even more money for the charities.

Alongside the match itself, the club has organised a charity raffle with an impressive selection of prizes generously donated by local businesses.

Raffle tickets are available at the club if you would like to support and be in with a chance to win. The organisers are also welcoming additional prizes, so if you or your business would like to donate something for the raffle, please get in touch with the club.



It promises to be a fantastic day at Bonfire Field and we hope you’ll join us.