Home

Latest News

By Justin Rourke

14th August 2025

Financial planning in a new era: Navigating UK tax changes to IHT, CGT & pensions

For context, this is my 20th year working as a financial planner, the last 12 and half of them spent here in the team at Armstrong Watson. In my opinion, the current and planned changes in legislation are the most seismic and impactful of my working life.  

Read this post

By Armstrong Watson

8th July 2025

Adviser with over 30 years’ experience joins Armstrong Watson’s financial planning team

David Firth has taken up his new role at the firm’s Leeds office and brings a wealth of knowledge and expertise, having worked in the financial services industry for more than 30 years  - 25 of which have been dedicated to providing financial advice.

Read this post

By Justin Rourke

10th June 2025

Ensuring your pension lasts through your retirement - Risks and strategies for flexible pension drawdown

By understanding and implementing a decumulation strategy, you can help ensure your retirement savings last and provide the income you need throughout your retirement.

Read this post

By Justin Rourke

8th May 2025

Turning 75 and the impact on tax-free cash, pension tax relief and death benefits

This age represents a significant juncture in pension legislation that affects several aspects of your retirement planning, including how your pension is managed and the tax implications associated with it.

Read this post

By Armstrong Watson

30th January 2025

Armstrong Watson urges Government to rethink IHT increase on farmers in new report

Armstrong Watson is among a group of accounting firms across England and Scotland who have raised concerns about the wider impact of Rachel Reeves’ proposals to cap Inheritance Tax (IHT) reliefs for agricultural and business property.

Read this post

By Marcus Dodds

17th December 2024

Should I set up a charitable trust?

If you’d like to help causes close to your heart, setting up a charitable trust could be an effective way of managing your estate for the benefit of others. A charitable trust can be set up to make donations during your lifetime and as part of your inheritance when you die.

Read this post

By Justin Rourke

5th November 2024

Don’t panic! Unpacking the 2024 Autumn Budget

There are two clear headlines for financial planners and our clients from the Autumn Budget - unused pensions are to become subject to Inheritance Tax, while Capital Gains Tax rates have increased and the ISA allowance was ignored. 

Read this post

By Justin Rourke

30th October 2024

Autumn Budget 2024: Inheritance Tax

There is no doubt the Autumn Budget 2024 will be a very difficult budget to digest for many people, particularly those who have already taken risks and been diligent with their financial planning.

Read this post

By Justin Rourke

25th September 2024

Speculation mounting ahead of 2024 Autumn Budget

Ahead of Labour’s first budget, speculation in many news reports has gathered pace - suggesting that it could be especially grim -  and Rachel Reeves, Chancellor of the Exchequer, has now laid the groundwork to ensure we won’t be surprised by tax hikes. 

Read this post

By Emma Copley

19th September 2024

How does the reduction in CGT exemption affect your investments?

Previously, individuals could realise gains up to £12,300 without incurring any Capital Gains Tax. With the exemption now at £3,000, more investors will find themselves liable for CGT on gains that would have previously been exempt.

Read this post

Enquiry Form

All content © 2020 Armstrong Watson. All Rights Reserved. Website by Simon Pighills.

Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU where a list of members is kept. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. Unless otherwise indicated, either expressly or by the context, we use the word “partner” to describe a member of Armstrong Watson LLP or an employee of Armstrong Watson LLP in their capacity as such.

Armstrong Watson Audit Limited is registered to carry out audit work in the UK by the Institute of Chartered Accountants in England and Wales. Registered as a limited company in England and Wales, number 8800970. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU. Armstrong Watson Audit is a trading style of Armstrong Watson Audit Limited.

Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales, number 7208672. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU. Armstrong Watson Financial Planning & Wealth Management is a trading style of Armstrong Watson Financial Planning Limited. Armstrong Watson Trustees Limited is a limited company registered in England and Wales, number 84495656. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU.

MyRetirement is a trading style of Armstrong Watson Financial Planning Limited.

Armstrong Watson is a trading style of Armstrong Watson LLP, Armstrong Watson Audit Limited and Armstrong Watson Financial Planning Limited.