News from Chesterton House

This month we're launching something new: episode one of the Family Wealth Podcast. It's a magazine-style show covering family wealth and other financial planning topics, as well as news from our team. In the first episode, Sam and I talk through the pension and inheritance tax changes due next April, and Andy and I visit Equality Action, one of the charities supported by the Chesterton House Foundation.

As this is our first episode, we'd love to hear what you think, so we can shape it into something that you enjoy listening to. Just reply to this email with any comments. We're also planning to invite clients to appear as guests in future episodes, so if that's of interest, do get in touch.

If you're a business owner, our next article explains why it pays to know your 'number' early. It's a calculation that shapes how you approach a sale, sometimes years before it happens.

We also cover some new FCA research on how younger investors think about risk. Nearly a third of 18 to 40 year olds wrongly believe they'd get their money back through the Financial Services Compensation Scheme or the Financial Ombudsman if AI investing advice went wrong. It's worth understanding if you're planning to pass wealth down the generations.

And our third article looks at what comes after the financial planning is sorted. Once the numbers work, what really makes for a great life? It's a question we hear a lot from clients who've already done the hard part.

We've also got the latest Team News and an update from the Chesterton House Foundation, including some information about our next fundraising event.

I hope you enjoy this month's newsletter. If you have any good stories, recommendations for books, days out or holiday destinations, send them my way for a future issue.

Jenny

Marketing Manager

PS You can read all of our blog posts on our website at any time - just click to have a browse.

IN CASE YOU MISSED IT

• Can I Pay for Family Holidays or Give Them Money Without Worrying About Inheritance Tax?

• Thinking of selling your business? Why it’s never too early to speak with a financial planner

• What’s the value of working with a Financial Adviser?

• Beyond the Business: Building Wealth That Works for Your Life

• I've got Pensions in Different Places... Now What?

From the team - awards, fundraising and anniversaries 

• Paraplanner Emma has been shortlisted for the CISI Paraplanner of the Year award. We'll find out if she's won at the awards ceremony on 8th October.!

• Managing Director Rachel took part in the Great North Run half marathon for the Bodie Hodges Foundation, a charity the Chesterton House Foundation supported with a grant last year. You can read about the grant here, or sponsor Rachel on her fundraising page here.

• We're also marking a couple of work anniversaries. Sapna, our Head of Technology & Strategic Programmes, has been with us for 12 years, moving from Admin through Paraplanning to become our resident IT expert. And Lacie has just reached her third year with us as part of our Welcome Team. You've likely met her if you've visited our offices.

None of this happens without a team that shows up for each other as much as they do for clients. Thank you, all of you.

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