Another Award for Wealth Matters Estate Planning
We’re absolutely delighted to share that Wealth Matters has been awarded the Solidus Gold Award for Estate Planning Recognition of Excellence 2026.
It’s incredibly rewarding to receive recognition like this, especially in such an important and complex area of financial planning. Awards are always appreciated, but this one feels particularly meaningful as it reflects the care, thought, and dedication we put into helping our clients protect what matters most: their families and their legacy
Solidus Estate Planning Conference at Wembley Stadium
Following the celebrations, members of our financial planning team and paraplanners attended the Solidus Estate Planning Conference at the iconic Wembley Stadium.
As ever, expectations are high for a visit to Wembley, and this time it delivered on every level. It was not only an insightful and valuable day, but also a great opportunity for the team to spend time together, strengthen relationships, and enjoy an incredible setting.
Key Themes and Insights
The conference highlighted some major and significant changes shaping the future of Estate Planning. The speakers provided valuable insights, practical guidance, and clear strategies to help navigate these evolving challenges, ensuring we continue delivering the best possible outcomes for our clients.
Some of the key topics included:
Protecting wealth from inter-generational Inheritance Tax erosion (avoiding IHT being paid multiple times across generations)
Ensuring assets pass exactly as intended, helping to prevent issues such as disinheritance through divorce, blended families, or bankruptcy
Safeguarding vulnerable family members, with structures designed to protect financial independence and support ongoing care needs
Practical Solutions That Make a Real Difference
What stood out most was how practical and accessible the solutions are. These aren’t overly complex strategies; they’re thoughtful, efficient approaches that can make a real difference and add genuine value.
Why Planning Now Matters
Strong, proactive Estate Planning can have a profound impact on your family’s future, both in terms of financial security and the options available to them over time. With upcoming changes to IHT legislation expected from April 2027, the number of people affected is set to increase significantly, making planning more important than ever
Get in Touch
We’re excited to bring these insights and strategies into our work over the coming months and look forward to supporting you in making the most of the opportunities available. If you would like to discuss any aspect of your Financial Planning or Estate Planning, please don’t hesitate to get in touch with your Financial Planner. We’re here to support you through every stage of life.