What we’ve been doing and thinking

In our latest podcast, Richard Meek is joined by two brilliant guests from MMC Ventures: Advika Jalan, Head of Research, and Nishil Patel, Director and Head of Private Client Fundraising.

Since 2015, when pensions were largely exempted from taxes on death, depending on the precise form in which they were inherited, their role in financial planning has shifted.

What happens when a business shareholder passes away unexpectedly?
Consider a business with three shareholders, each holding a stake that reflects their investment, contribution and role within the company. If one shareholder dies unexpectedly, their shares do not simply disappear.

Introducing Dan, our paraplanning, compliance and risk manager here at Colmore. Dan’s very early career had him working as an electrician, before he came to the realisation that he hated it. Luckily, he made an escape and his career in financial services began with Halifax on the mortgages team.

For our fifth episode of Colmore in Conversation, we’re introducing you to our latest recruit among our planners, Imran! Many of you will already know him, he’s now in his third month at Colmore Partners, but we thought this was a good chance for you to learn more about him, and more importantly, to showcase some different perspectives from within the team.

As the new King of the North takes his throne as Prime Minister, we must put some serious thought into what affect this will have on our finances, and financial planning. Undoubtedly more detailed policy information will follow in the next few weeks and the Autumn budget, but based on his new cabinet and what he has announced so far what might our expectations be?

This is the second article in our new series of Colmore’s Client Case Studies, and this one is written by me, Kat! I think one of the core benefits clients get from working with Colmore is the freedom to choose from a range of advisers. You’ll always be matched with someone best suited to your needs, someone who understands you and how you work.

Anna is one of our four-person team of senior administrators here at Colmore Partners. Having started working in financial services in 2019 with no prior experience, she speaks fondly of the relationship she had with her first manager in the industry, which gave her the grounding to excel early on in her career: “she trained me from scratch and really supported me.”

Our financial planner, Katrania Lowers, has been featured in New Model Adviser’s 35 Under 35 series, sitting down with Victoria Pavlova ahead of the launch of her new financial education platform, MoneyKats.

Our latest episode of Colmore in Conversation sees Richard Meek joined by Luke Hyde-Smith, Co-Head of Multi-Asset investing at W1M, for a discussion on investing, portfolio construction and the forces shaping today’s markets.

Colmore Partners has been recognised in the 2026 UK’s Best Workplaces for Wellbeing™, launched yesterday by Great Place To Work®. We’re delighted to rank 80th among the top 100 small businesses across the UK.

I’m excited to launch our new monthly series showcasing real client stories and the solutions we’ve developed to address their financial challenges.