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Strategic Wealth Management
Home
Why choose us?
Our approach
Meet our team
Our fees
Preparing for retirement
Thriving in retirement
Keeping wealth in the family
Our services
Blog
Guides
Contact
Client Portal
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Keeping wealth in the family Laura Marsh 28/09/2026 Keeping wealth in the family Laura Marsh 28/09/2026

Are you supporting adult children? Here's why it should be part of your financial plan

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Keeping wealth in the family, Estate planning Laura Marsh 27/06/2025 Keeping wealth in the family, Estate planning Laura Marsh 27/06/2025

How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill

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Keeping wealth in the family Laura Marsh 14/11/2024 Keeping wealth in the family Laura Marsh 14/11/2024

Why your financial plan could benefit more than you by creating a legacy

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Estate planning, Keeping wealth in the family Laura Marsh 07/10/2024 Estate planning, Keeping wealth in the family Laura Marsh 07/10/2024

Inheritance Tax: How does the UK compare internationally?

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Estate planning, Keeping wealth in the family Laura Marsh 20/09/2024 Estate planning, Keeping wealth in the family Laura Marsh 20/09/2024

5 practical questions to consider when you’re naming a Lasting Power of Attorney  

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Keeping wealth in the family Laura Marsh 21/02/2024 Keeping wealth in the family Laura Marsh 21/02/2024

A Lasting Power of Attorney could offer protection at every life stage

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Keeping wealth in the family, Estate planning, Tax planning Laura Marsh 25/12/2023 Keeping wealth in the family, Estate planning, Tax planning Laura Marsh 25/12/2023

The pros and cons of choosing a living legacy over leaving an inheritance

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Thriving in retirement, Preparing for retirement, Keeping wealth in the family, Retirement Planning Laura Marsh 18/12/2023 Thriving in retirement, Preparing for retirement, Keeping wealth in the family, Retirement Planning Laura Marsh 18/12/2023

The pension Annual Allowance increased in 2023/24. Have you reviewed your contributions?

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Keeping wealth in the family Laura Marsh 01/03/2023 Keeping wealth in the family Laura Marsh 01/03/2023

Estate planning: 3 different ways you can pass on wealth to your loved ones

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Keeping wealth in the family Laura Marsh 01/02/2023 Keeping wealth in the family Laura Marsh 01/02/2023

Estate planning: What is it and why does it matter

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Strategic Wealth Management Ltd, authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate tax advice, trusts or wills.

Registered in England and Wales no. 2205890. Registered address North House 198 High Street, Tonbridge, Kent, TN9 1BE.

Past performance is no guarantee of future returns and the value of investments can go down as well as up. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. 

To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

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Address

1 East Point, Seal, Kent, TN15 0EG

Contact

Telephone: 01732 760 000

Email: info@strategic.uk.net