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Forbes Financial Ltd
Ground Floor
Oakhurst House
77 Mount Ephraim
Tunbridge Wells
Kent
TN4 8BS

01892 527 494

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Resources

Keeping our clients informed and up to date with the latest updates is very important to us at Forbes Financial. We release regular articles to help our clients with the different areas to think about that affect their financial future. This could be formal articles around tax changes or pension information, or it could be more about the emotional support and behavioural aspects of financial planning – we try to create a well rounded and topical range of content.

If you would like to receive regular updates the best thing to do is to subscribe via email to The Source which is our quarterly digital email magazine.

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What is the seven year rule in Inheritance Tax?

At a glance Not all inheritances happen once you’ve died. Gifting larger sums of money to loved ones while you’re still alive is both a practical and tax-smart way to get money flowing between generations. Some people call this a ‘living inheritance,’ since they’re...

By Matthew Forbes

4 June 2025

Overcoming market access and competition challenges to grow your business

At a glance Several key factors can affect or restrict the ability of a small or medium-sized enterprise (SME)...

By Matthew Forbes

Previous 1 … 15 16 17

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Forbes Financial Ltd
Ground Floor
Oakhurst House
77 Mount Ephraim
Tunbridge Wells
Kent
TN4 8BS

Telephone

01892 527494

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Monday - Friday
9:00am to 5:00pm

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Forbes Financial Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products.

Forbes Financial Ltd is registered in England and Wales, Number 06106122. Registered Office: 10 Lonsdale Gardens, Tunbridge Wells, Kent, TN1 1NU.

SJP Approved 18/12/2024

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