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 …

Earlier this month, we were delighted to welcome Samantha to the Eldon team. She will be supporting us with both administration and paraplanning, and we’re thrilled to have her on board. We look forward to supporting her growth as she develops her career in paraplanning with us. Here’s a little bit about Samantha: “I joined …

In a significant update for UK savers, the Prudential Regulation Authority (PRA) has today proposed an increase to the deposit protection limit under the Financial Services Compensation Scheme (FSCS), raising it from £85,000 to £110,000. The FSCS currently protects 100% of the first £85,000 held by an individual, per UK-regulated financial institution (not per account). Joint …

Financial scams have become much more prominent and sophisticated in recent years. A few examples that are concerning include those purporting to be HMRC, phone companies, and banks. These are all companies that people rely on and trust. With HMRC, we have recently seen an example of a scam letter, and at first glance, the …

Eldon welcomed Charlotte Scott as a new addition to the paraplanner team this month. Below is a short introduction from Charlotte: “I began my career in the financial services industry in 2020 as an Accounts Assistant and in 2022, I transitioned into a Paraplanning role, where I discovered that a customer-focused career path was the …

The deadline of 31st January 2025 for submitting Self Assessment tax returns for the 2023/24 tax year is fast approaching. If you need to submit a tax return, it is important to do so by the deadline to avoid paying late filing penalties. You can check whether or not you need to complete a tax return for …

Eldon’s office will close at 2:00 pm on Tuesday 24th December, reopening on Thursday 2nd January 2025. If you have any urgent questions over this period, please email them to enquiries@eldonfinancial.co.uk and we will make sure that you get a response. We would like to wish everyone a very Merry Christmas and Happy New Year.

Thirteen may be an unlucky number for some but not for Eldon. For the 13th year in a row, we have made the 2024 New Model Adviser Top 100! Citywire’s accolade marks the top 100 advice firms across the UK, recognising outstanding achievements and prominent leaders in the financial planning profession. We are proud to …