PenLife Associates

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PenLife Associates Established since 1984, PenLife is a firm of Independent and Chartered Financial Planners. Take the first step today, you’ll be glad you did.

Established since 1984, PenLife Associates has grown to be one of the leading financial planning organisations in the Yorkshire region. We are a firm of Independent and Chartered Financial Planners providing no-nonsense financial planning services to people across Yorkshire and beyond. We believe financial planning is about enabling you to attain, and more importantly maintain, the lifestyle you choose. It’s all about getting you to where you want to be – wherever that is. We advise private, corporate and trustee clients throughout the country on insurance, investments, pensions, long term care and inheritance tax. Throughout your life, we are here to help you and your family find peace of mind with simple, tailored advice you can understand and trust. If you’ve been thinking about getting in touch and know you’ve been putting it off, click the link below, email us at [email protected], or alternatively, call us on 01904 661140 for a free initial chat with one of our Financial Planners. If you’re worried about getting in touch, it’s worth knowing that all of our initial calls are held at our own expense, all costs are agreed before you choose to proceed.

Financial protection helps to safeguard you against unforeseen events, but it is not a one-size-fits-all exercise.A poli...
15/10/2026

Financial protection helps to safeguard you against unforeseen events, but it is not a one-size-fits-all exercise.

A policy designed for a 25-year-old starting out in their career is unlikely to suit you if you’re retired, or balancing career demands and family priorities in your 40s.

As your priorities change, so too will your financial vulnerabilities. Understanding how your needs will evolve over the long term can help you protect your wealth appropriately.

Read our latest blog to discover how financial protection priorities change for different generations and learn what to consider for your current stage of life 👇

www.pen-life.co.uk/what-does-financial-protection-look-like-for-different-generations/

A big thank you to everyone who joined us this morning for our Pensions & Inheritance Tax seminar, which we hosted toget...
15/10/2026

A big thank you to everyone who joined us this morning for our Pensions & Inheritance Tax seminar, which we hosted together with Harrowells Solicitors.

With changes coming from April 2027, there was lots to discuss, and we had some really interesting questions throughout the morning. It was lovely to keep the conversations going afterwards and have the chance to chat with so many of you.

A huge thank you to our speakers, James Wadsworth and Craig Howard from PenLife, and Ed Taylor, Sophie Crane and Beth Credgington from Harrowells, for sharing their expertise and helping to make sense of the forthcoming changes.

Be honest. Could your business survive without you?It's not the most cheerful question.It's also one of the most importa...
14/10/2026

Be honest. Could your business survive without you?

It's not the most cheerful question.

It's also one of the most important.

Many business owners become the person everything depends on.

The key decision maker.

The person clients trust.

The person who keeps everything moving.

That's often a sign of success.

But it can also create risk.

If you'd like to talk through your business and any potential vulnerabilities, we'd be happy to have a chat.

At PenLife, we're proud to support our clients in working towards their financial goals with confidence. We're always de...
13/10/2026

At PenLife, we're proud to support our clients in working towards their financial goals with confidence. We're always delighted to receive feedback like this. It reflects the care, dedication and high standards our team brings to supporting clients every day.

If you'd like to discuss your own financial goals and see how we could help, get in touch with our team today.

📞 01904 661140
🌐 www.pen-life.co.uk

The inheritance tax position for someone who is single, widowed or divorced can be very different from that of a married...
07/10/2026

The inheritance tax position for someone who is single, widowed or divorced can be very different from that of a married couple or civil partners.

This is because certain exemptions and transferable allowances may not apply in the same way, meaning inheritance tax can become a consideration at a much lower estate value than many people expect.

If you've built up savings, investments, property or pension assets over the years, join the seminar hosted by PenLife Associates and Harrowells Solicitors as we explore:

• What's changing from April 2027
• How pensions may affect your inheritance tax position
• Practical planning opportunities available to individuals
• The role of trusts, gifting and estate planning
• How Wills and Lasting Powers of Attorney can help support your wishes

📅 Thursday 15th October 2026
⏰ 10am-12pm
📍 Novotel York Centre

If you'd like to join us, call 01904 661140 or email [email protected].

Places are limited.



James Wadsworth - Craig Howard - Carolyn Myers - Deb Jacobs - Tom Hughes - Ed Taylor - Beth Credgington - Sophie Crane - Peter Mills

This event is for general information only and does not constitute individual financial or legal advice. The Financial Conduct Authority does not regulate tax planning or trusts.

It's World Financial Planning Day! Financial planning isn't about spreadsheets, charts and jargon. It's about helping pe...
07/10/2026

It's World Financial Planning Day!

Financial planning isn't about spreadsheets, charts and jargon. It's about helping people make confident decisions, prepare for the future and focus on the things that matter most to them.

Whether you're thinking about retirement, your family, your business or simply getting your finances organised, having a plan can make all the difference.

If you'd like to find out how financial planning could help you, we'd be delighted to have a chat.

Call 01904 661140, email [email protected] or visit www.pen-life.co.uk.

Join us in wishing a huge congratulations to Sharon Meers, our Senior Receptionist & Client Care Assistant, for her 5 ye...
05/10/2026

Join us in wishing a huge congratulations to Sharon Meers, our Senior Receptionist & Client Care Assistant, for her 5 year work anniversary!

Sharon is a huge asset to our team. Sharon’s favourite things about working at PenLife are "The variety that my role has, every day is different. Also working with a great bunch of people, it’s a great team, I really don’t think there is anywhere else like PenLife & I feel so lucky to work here."

Find out a little more about Sharon here: www.pen-life.co.uk/meet-the-team/sharon-meers

For some married couples and civil partners, a qualifying estate may be able to pass on up to £1 million before inherita...
30/09/2026

For some married couples and civil partners, a qualifying estate may be able to pass on up to £1 million before inheritance tax becomes payable.

But with allowances frozen and pension rules evolving, it's becoming increasingly important to understand where you stand.

Join PenLife Associates and Harrowells Solicitors on 15th October for a practical seminar covering:

• The inheritance tax landscape and upcoming changes
• How pensions are increasingly becoming part of estate planning conversations
• Opportunities to improve the amount ultimately passed on to loved ones
• The role of gifting, trusts and surplus income planning
• How legal and financial planning can work together
The session includes opportunities to speak to both the PenLife and Harrowells teams afterwards.

📍 Novotel York Centre
⏰ 10am-12pm
📅 Thursday 15th October 2026

If this sounds relevant to you, we'd be delighted to welcome you. Call 01904 661140 or email [email protected]. Please note, spaces are limited so it’s best to book early.



James Wadsworth - Craig Howard - Deb Jacobs - Tom Hughes - Carolyn Myers – Ed Taylor - Beth Credgington - Sophie Crane - Peter Mills

This event is for general information only and does not constitute individual financial or legal advice. The Financial Conduct Authority does not regulate tax planning or trusts.

This month, I have been feeling sorry for myself. My leg is all wrapped up, and I can’t go for any walks! I thought that...
29/09/2026

This month, I have been feeling sorry for myself. My leg is all wrapped up, and I can’t go for any walks! I thought that if I chewed my bandages to the point of no return, I’d be allowed back out, but instead, it just meant another trip to my favourite place, the Vets… so I quickly learnt my lesson.

Josh will hate me for saying this, but he’s been really upset too, because he misses his best mate on his walks and we can’t play together. He can be sweet sometimes…

But I’m on the mend, and I’ll be back out there soon to conquer the world!

Until next time! 🐾

19 years Chartered. Not that we're counting... 😊We're incredibly proud to have renewed our Chartered Financial Planner s...
28/09/2026

19 years Chartered. Not that we're counting... 😊

We're incredibly proud to have renewed our Chartered Financial Planner status for the 19th consecutive year.

Chartered status isn't something you achieve once and forget about. It reflects our continued commitment to professional excellence, ongoing learning and putting our clients' interests at the heart of everything we do.

A huge thank you to our fantastic team, whose dedication makes this achievement possible, and to our clients for the trust and confidence they place in us every day.

If you're looking for financial advice and would like to experience the difference a Chartered Financial Planning firm can make, get in touch on 01904 661140 or [email protected] for a complimentary initial chat.

Address

3 Tudor Court, Opus Avenue
York
YO266RS

Opening Hours

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

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