Eldon Financial Planning Limited -
(01325) 318000
enquiries@eldonfinancial.co.uk

Self Assessment Deadline

The deadline of 31st January 2024 for submitting Self Assessment tax returns for the 2022/23 tax year is looming. If you need to submit a tax return, it is important to do so by…

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WizeUp Financial Education

We are delighted to announce that Eldon has partnered with WizeUp Financial Education.

WizeUp, a financial education and employability charity, was founded as a not-for-profit company in 2011 and granted charitable status in 2020. They…

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Autumn Statement 2023 Summary

The Autumn Statement on Wednesday 22nd November announced a few key changes, which we have summarised below:

State Pension

Prior to the announcement, we had been waiting for confirmation as to whether the Triple Lock guarantee…

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NMA Top 100 2023

We are delighted to announce that we have made the 2023 New Model Adviser Top 100 list for the 12th year in a row! There is only one other company (in addition to Eldon)…

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On 1st October 2023, the McCloud remedy regulations came into force to remove age discrimination across public sector pension schemes.

What is the McCloud judgment?

In 2010, the government determined that the cost of public sector…

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Santander Current Accounts

Santander launched their new ‘Edge Up’ current account earlier this year, effectively replacing the 1-2-3 account which is no longer available to new customers.

Existing customers can still keep their 1-2-3 account if they wish,…

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Changes to Auto Enrolment on the Horizon

A Private Members’ Bill to help millions save more into their pension and start saving sooner has cleared Parliament and been granted Royal Assent. The changes reduce the minimum age for being automatically enrolled…

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Welcome to the Team, Ellie!

Eldon welcomed Ellie Boylan as a new addition to the administration team last Monday.

Below is a short introduction from Ellie:

“Upon leaving school in 2020, earlier than expected due to the COVID-19 pandemic, I decided…

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Eldon Success

Paraplanner Tom has now gained his Diploma in Financial Planning.

Tom started his studies when he first joined Eldon in November 2021, gaining the Diploma in just under 2 years. Considering he has become a…

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Keeping an Eye on AI

With Artificial Intelligence (AI) seemingly in the news every day, it is no surprise that developments in this area are under scrutiny. Ernst & Young partner, Saby Roy, quoted that ‘the entire…

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