What we’ve been doing and thinking

Introducing Katrania Lowers! Kat joined us as a paraplanner in 2021 and has since progressed to becoming a CISI Chartered Financial Planner. Her career in financial services began straight after school, knowing university was not the right path for her, she chose an administration apprenticeship and has never looked back.

When I think about the work corporate finance advisers do and the work we do as financial planners, there are more similarities than people might first realise. While our areas of expertise differ, both professions help business owners make important decisions about value, opportunity and what comes next.

Welcome to another episode of Colmore in Conversation. This time, long-standing client Tim Haywood joined me to discuss careers and creating a fulfilling life where learning never stops.

I’m happy to share the latest addition to our Colmore Client Case Studies, which looks at how the estate planning we’re delivering is helping a family work towards their goals and financial aims, while also bringing them reassurance that their children will have access to the funds needed to cover any Inheritance Tax when the time comes.

Last week, the Colmore Partners team swapped financial planning for sack races and space hoppers as we joined 11 brilliant businesses from Birmingham’s growing business community for the Colmore Community Games.

We’re delighted to share that Kat has been named a finalist in the East and West Midlands category at the Money Marketing Young Financial Planner Awards 2026.

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?