News
27 August 2026
If you're thinking about how to pass down your wealth tax efficiently, you're not alone. With changes to inheritance tax (IHT) on the horizon, more families are asking how to protect what they've built and reduce the amount of tax their loved ones may have to pay.
News
27 August 2026
If you're thinking about how to pass down your wealth tax efficiently, you're not alone. With changes to inheritance tax (IHT) on the horizon, more families are asking how to protect what they've built and reduce the amount of tax their loved ones may have to pay.
News
27 August 2026
Whether it's due to changing jobs multiple times, privately funded plans, or simply forgetting about a particular scheme, managing your retirement savings can become a daunting task.
News
21 July 2026
If you've ever found yourself wondering, "How much do I need to save to retire?", you're certainly not alone. It's one of the questions our clients ask most often.
News
2 July 2026
For many business owners, retirement isn’t about stepping back completely. It’s about gaining the freedom to choose how you spend your time, energy, and money.
News
18 May 2026
Are you feeling overwhelmed at being part of the sandwich generation? You’re the organiser. The decision-maker. The one everyone turns to when something needs to be handled properly.
News
5 May 2026
For women navigating the responsibilities of the sandwich generation
News
5 May 2026
Your calendar is already full of client calls, work meetings, school logistics and doctor updates for your parents.
News
26 March 2026
A financial planner (also called a financial adviser) helps you manage your wealth and make clear decisions about your money. They work with you to build a long-term plan based on your goals. This could include retirement planning, investment planning, tax planning, and passing wealth to your family.
News
20 March 2026
Life is full of uncertainties. While none of us can predict what lies ahead, we can take steps to protect the people who matter most to us. Protection policies are designed to provide financial security for you and your loved ones should life take an unexpected turn.
News
23 January 2026
If you are a business owner, there are important considerations to keep in mind when aiming to maximise your allowances before the tax year ends on 5 April 2026.
News
18 December 2025
As we settle into 2026, you’ve probably already set a few New Year’s resolutions.
News
26 November 2025
HJP Chartered Financial Planners has been established in Dorking for over 30 years, so supporting our local community is incredibly important to us. Here are some of the local events, groups, and charities we’ve been proud to support recently.
News
7 November 2025
Retirement doesn’t have to mean slowing down. In fact, for many, it becomes one of the most active and fulfilling stages of life.
