What we’ve been doing and thinking

Having joined the business in 2022, Simon plays several key roles at Colmore Partners. He’s a director, head of proposition, and a trusted adviser to our clients.

As we increase our podcast output, we’re excited to launch the first edition of Colmore Chats. For those of you who’d rather skip the technical jargon and the heavier side of financial discussions, this one’s for you.

Over her career, Wendy has worked across administration, paraplanning, and financial planning, giving her a broad understanding of the advice process. She believes that financial planning is about more than just technical knowledge. Wendy focuses on listening to clients, understanding what matters to them, and building genuine relationships, ensuring that they feel supported and confident at every step.

We’re delighted to share that ColmorePartners has been featured in The Times and recognised as a Top Rated Firm in the VouchedFor 2026 Top Rated Financial Adviser Guide.

With the end of the tax year fast approaching, there is no shortage of life hack tips and last minute prompts on how to minimise your tax bill. From social media posts to online articles, advice is everywhere, but how credible are these voices, and can they really be relied upon?

As you may be aware, the tax year end falls over the Easter bank holiday next month, meaning both advisers and clients have less time to ensure finances are in order. With April fast approaching and rule changes on the horizon, I’ve put together a reliable guide outlining some key planning strategies and priorities to consider.

When a loved one dies, or when you’re approaching end of life, understandably the last thing anyone wants to consider is sorting finances. Often viewed as ‘planning for the worst’, it’s a harrowing subject that many choose to avoid; and truthfully, there may never be a comfortable time to begin planning, but what good is there in delaying the inevitable?

Significant changes that were introduced in the October 2024 budget concerned inheritance tax relief on business and agricultural assets, these reliefs are known as Business Relief (BR) and Agricultural Relief (AR).

Good news! We’ve finally recorded a webinar version of our December client seminar. If you weren’t able to attend in person, you can now catch up and listen to our voices (and insights) as many times as you like.

My first instinct is to laugh because the gap isn’t just big. It’s huge! In most UK schools there is little education about money beyond a few references in maths lessons.

As the value of assets have grown over the past decades, combined with legislation bringing more assets such as pensions in to the scope of inheritance tax, many more people are facing inheritance tax liabilities when they pass on.

Some of you may already recognise Kelly, so this might not be the most traditional introduction, however it’s an introduction to Kelly Finlay in light of her recent promotion! For the last 18 months she’s been shadowing our managing director, Richard Meek, whilst fulfilling her role as a senior paraplanner – as of this month, Kelly is now an associate planner in the Colmore team.