26th February 2025
We all want to be as tax-efficient as possible and make the most of the allowances available to us. The 5th April marks the end of tax year allowances for that year and in most cases, if they have not […]
26th February 2025
Nobody knows what the future will hold and things may change along the way, but having a plan in place that is aligned with your goals can help. Reviewing this plan regularly and reflecting any changes that have happened is […]
23rd December 2024
You will have seen lots of updates about the budget changes, but it is important to understand what this means for you as a person. The changes to Inheritance Tax (IHT) is something that you may have come across in […]
15th October 2024
We are delighted to announce that Linda has become a Director of Rockwood Financial Solutions. Linda joined us back in 2017, working part-time initially supporting in administration and office management. As time passed, her input became invaluable and in January […]