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All the financial news and views you need.

A man in his 50s thinking while using a laptop 5 questions to answer before you withdraw a pension lump sum to reduce Inheritance Tax 8th June 2026

From 6 April 2027, many unused pension pots will be included in Inheritance Tax (IHT) calculations. Since the government announced the change…

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A woman relaxing in a garden. Balancing your goals: Why investing could be suitable for long-term goals

Reaching your long-term goals often requires careful planning and consistent action. A financial plan could help you work towards these goals and,…

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A person gifting a wrapped birthday present. 2 steps to not being bad with money

This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of…

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  • 5 questions to answer before you withdraw a pension lump sum to reduce Inheritance Tax
    A man in his 50s thinking while using a laptop
  • Balancing your goals: Why investing could be suitable for long-term goals
    A woman relaxing in a garden.
  • 2 steps to not being bad with money
    A person gifting a wrapped birthday present.

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News | Independent Financial Advice in Cheltenham and the South West | Cactus Financial Planning

Cactus Financial Planning provides independent financial advice in Cheltenham and the South West.

0345 222 0275

admin@cactusfp.co.uk

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12 Imperial Square,
Cheltenham,
GL50 1QB
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Cactus Financial Planning Limited is registered in England and Wales. Registered No: 09755704. Registered Address: 12 Imperial Square, Cheltenham, GL50 1QB. Cactus Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. 

Cactus Financial Planning Ltd is entered on the Financial Services register (www.fca.org.uk/register) under reference number 990743. 

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