Most parents and grandparents would agree that one of their greatest priorities is setting their children and grandchildren up for future success in life. Teaching them important life lessons, setting a good example, and yes, offering wealth to help them along their journey are all part of this. That is why Inheritance Tax (IHT) is […]
Adrian Mahon
The retirement tax: Will the State Pension creep into the Income Tax bracket?
If you’re a high earner who has saved plenty of private pension wealth during your career, you may not have thought very hard about the State Pension. Yet throughout your career, you will have paid National Insurance contributions (NICs), and these NICs are put towards providing you with a guaranteed pension income once you reach […]
Our 2025 client survey results, revealed
Earlier this year, we sent out a comprehensive survey to our clients, asking them for honest feedback about the service they receive from their Depledge financial planner. We have collated the results and are delighted to share them with you. 99.15% of clients believe working with Depledge has helped or will help them achieve their […]
Your Q2 2025 global market update
Every quarter, we publish a global market review that breaks down the movements of key stock market indices and other important financial events from around the world. Compared to the first quarter of the year, where investors saw plenty of volatility, Q2 2025 proved positive for global markets. Source: JP Morgan Let’s break down the […]
Lessons from Wimbledon: 6 inspiring quotations from sports legends
14/07/2025 Wimbledon 2025 was, as usual, a display of sporting excellence perfectly parcelled in its classic British setting: green laws, red strawberries, and starch-white players’ uniforms. Over its 148-year history, Wimbledon’s winners have proved time and again that the journey of an athlete is complex, mentally challenging, and worth it in the end. Here are […]
Receiving an inheritance? Here are 3 ways to make the most of it
14/07/25 20th century author Carson McCullers once wrote, “Death is always the same, but each man dies in his own way.” Understandably, it’s difficult to talk about death. What can make death even more complicated is that there are so many logistical factors that get in the way of facing your grief, such as the […]
3 reasons you should be making a Lasting Power of Attorney right now
14th September 2021 According to FTAdviser, registrations to make a Lasting Power of Attorney (LPA) have dropped by 23% over the last year. An LPA is a legal document that enables you to elect a trusted individual or individuals to take care of your finances should you be unable to do so through a loss […]
National Insurance and Dividend Tax rise as government suspends State Pension triple lock
9th September 2021 This week, the government has made two major policy announcements that are likely to directly affect your finances. A much-anticipated National Insurance rise will result in an increased burden on workers including, for the first time, those above State Pension Age. In addition, the government has suspended the State Pension triple lock, […]
Your Q2 2021 market update
18 August 2021Global markets continued to rally in the second quarter, primarily because of the ongoing Covid-19 vaccine rollouts. Government support also helped to boost investor optimism for economic recovery in 2021. However, investors remain concerned about inflation and US rate hikes, which could cause market volatility in the coming months. The best performing assets […]
Revealed: the single best thing you can do to tackle climate change (and it’s not recycling)
18 August 2021 You may consider yourself to be a true eco-warrior, passionate about preventing global environmental disaster. You may try to eat less meat and dairy, use public transport as much as possible, and have managed to eliminate all single-use plastics in your home. But did you know that, even if you did all […]