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December 17, 2025 in
The Business Owner’s Journey to Exit: How M&A and Wealth Planning Work Together
For many business owners, an exit is the single most significant financial event of their lifetime. Years, sometimes decades, of effort, risk and...
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December 5, 2025 in
What Should You Do with Your Tax-Free Lump Sum Now That It Has Been Withdrawn?
In the months leading up to the Autumn Budget, thousands of people withdrew funds from their pensions amid speculation that the rules around...
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November 25, 2025 in
From Shelter to Liability: The New Tax on Your Pension
Most people still believe that pensions sit outside their estate when it comes to inheritance tax (IHT). Until recently, they were right. But a...
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October 29, 2025 in
Redefining Retirement: A New Chapter, Not the Final One
Redefining Retirement: A New Chapter, Not the Final One Live well. Give back. Stay curious. For decades, life tends to follow a rhythm:...
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October 7, 2025 in
The Tax-Free Cash Frenzy: What’s Really Driving the Conversation?
There’s been a noticeable buzz around pension lump sums (PCLS) in recent months, with more people than ever considering taking tax-free cash...
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September 30, 2025 in
When the Equation Flips: From Scarce Money to Scarce Time
For much of life, the balance feels familiar: time in abundance, money in scarcity. We spend years building careers, raising families, and saving...
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March 8, 2024 in
Spring Budget Newsletter
Brighton Capital Management as part of Raymond James, is pleased to bring you the March 2024 edition of the Budget Newsletter. It is a thorough...
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November 3, 2023 in
Don’t give in to inflation panic
Dealing with inflation and a bear market as you near retirement. It’s hard to see your portfolio dip and not panic – especially as you near...
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October 30, 2023 in
Choosing the Perfect Time for Retirement: A Journey to a Fulfilling Life
Age is more than just a number when it comes to retirement—it's a milestone that can shape the rest of your life. Retirement offers the promise of...