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All the financial news and views you need.

A father teaching his young son to ride a bike. Inheritance Tax receipts rise again. What can you do to minimise the bill? 24th March 2022

Official figures show that the amount paid in Inheritance Tax (IHT) has increased again. As the IHT thresholds are set to remain…

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A young woman typing on a laptop in an office space. More people than ever are saving into a pension, but 6 in 10 aren’t confident about their knowledge

The latest figures from the Pension Regulator prove that pension auto-enrolment has been a success – more people than ever are saving…

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An older couple sitting on the sofa and laughing together. A quarter of retirees are relying on an inheritance. Here’s why you shouldn’t

A significant proportion of retirees are relying on inheritances to fund their later years, but research suggests that it could place their…

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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

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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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