Autumn has already seen some great achievements at Eldon, which we’re pleased to share. To kick off the season, Director of Operations and Chartered Financial Planner, Adam, won the 2025 ‘Deputy President’s Young Achiever of the Year Award’! The accolade is awarded by the Chartered Insurance Institute, a key professional body in the insurance and …

Earlier this month, Eldon welcomed Amy Laroche as a new addition to our paraplanning team. We are excited to have Amy as part of our team, and we can’t wait to see what she achieves. Here is a short introduction from Amy: “My journey into financial services began in 2023 while working as an Independent …

For decades, most of us follow a well-worn path: earn, save, invest, repeat. We work hard to build a retirement fund that will one day give us the freedom to live on our terms, but when retirement finally arrives, spending that money can feel strangely difficult. We’ve worked with many people who are financially prepared …

The Ministry of Justice has confirmed that application fees for Lasting Powers of Attorney (LPA) will rise from £82 to £92 per document from 17th November 2025, subject to parliamentary approval. Repeat applications will also increase from £41 to £46. This change reflects the government’s aim to align fees more closely with the cost of …

The Pensions Act 2014 requires the government to conduct a periodic review of the State Pension age (SPA). The first review concluded in 2017, and the second review concluded in 2023. The government has announced the launch of the third review of State Pension age in July 2025, which is set to conclude in 2029. …

Beth and Natasha recently had the pleasure of attending the Careers Fair at Park View Academy in Chester-le-Street. The event was a great opportunity to engage with students, share insights into the financial planning profession, and highlight the rewarding career paths available within the sector. Throughout the event, students were able to ask questions, explore …

We’re incredibly proud of our team for undertaking the 2025 Alzheimer’s Society Trek through the North York Moors on Saturday. The experience was a far cry away from our 2023 Ullswater Way trek, which we undertook in wild and stormy weather in the Lake District. This North York Moors challenge was blisteringly hot, with no …

We are delighted to announce that Trainee Paraplanner Samantha has now gained her Diploma in Financial Planning. Samantha started her studies in March 2024 whilst she was working full time in clinical trials at the NHS before joining Eldon in April 2025 to support us with both administration and paraplanning. Samantha will now be working …

Inheritance tax (IHT) continues to generate increasing revenue for HMRC, with April 2025 alone bringing in £800 million. This is a rise of £97 million compared to April 2024, or a 13.8% year-on-year increase. The broader picture shows the 2024/25 tax year setting a record £8.2 billion in IHT receipts. This growth isn’t new; since …

On 12th July, the Eldon team will be participating in The Alzheimer’s Society Trek across the North Yorkshire Moors, along with over 700 other walkers, to raise money for the charity. Our team will be split into two groups, with one covering 26 miles, while the other covers 13 miles. The two routes incorporate stunning …