# WKM Wealth

> Independent financial planning and investment management solutions all under one roof\.

Generated by Yoast SEO v28.3, this is an llms.txt file, meant for consumption by LLMs.

## Pages
- [Homepage](https://wkmwealth.co.uk/)
- [Event RSVP](https://wkmwealth.co.uk/event-rsvp/)
- [WKM Media](https://wkmwealth.co.uk/wkm-media/)
- [Why choose us?](https://wkmwealth.co.uk/why-choose-us/)
- [About us](https://wkmwealth.co.uk/about-us/)

## Posts
- [Inheritance Tax \& Pensions: Why Estate Planning Has Never Been More Important](https://wkmwealth.co.uk/inheritance-tax-pensions-why-estate-planning-has-never-been-more-important/)
- [Inheritance Tax: 5 Key Insights from Our May Planning Event](https://wkmwealth.co.uk/inheritance-tax-5-key-insights-from-our-may-planning-event/)
- [How to Earn Up to £18,570 Tax Free in the UK: What You Need to Know in 2026](https://wkmwealth.co.uk/how-to-earn-up-to-18570-tax-free-in-the-uk-what-you-need-to-know-in-2026/)
- [Your Spring Statement update – the key news from the chancellor’s speech](https://wkmwealth.co.uk/your-spring-statement-update-the-key-news-from-the-chancellors-speech/)
- [New Year, Smarter Finances: Five Resolutions for 2026](https://wkmwealth.co.uk/new-year-smarter-finances-five-resolutions-for-2026/)

## Archives
- [Investment Updates](https://wkmwealth.co.uk/archives/investment-updates/)
- [Objectives](https://wkmwealth.co.uk/archives/objectives/)
- [PC Newsletters](https://wkmwealth.co.uk/archives/pc-newsletters/)
- [PC Resources](https://wkmwealth.co.uk/archives/pc-resources/)
- [Webinars](https://wkmwealth.co.uk/archives/webinars/)

## Client Types
- [Consultancy](https://wkmwealth.co.uk/what-we-do/consultancy/)
- [Working with professionals](https://wkmwealth.co.uk/what-we-do/working-with-professionals/)
- [Investment management](https://wkmwealth.co.uk/what-we-do/investment-management/)
- [Trustee services](https://wkmwealth.co.uk/what-we-do/trustee-services/)
- [Financial planning](https://wkmwealth.co.uk/what-we-do/financial-planning/)

## Objectives
- [Sell my home and move away](https://wkmwealth.co.uk/whats-your-objective/sell-my-home-and-move-away/)
- [Live a carefree retirement](https://wkmwealth.co.uk/whats-your-objective/live-a-carefree-retirement/)
- [Spend time enjoying my hobbies](https://wkmwealth.co.uk/whats-your-objective/spend-time-enjoying-my-hobbies/)
- [Have my finances in order](https://wkmwealth.co.uk/whats-your-objective/have-my-finances-in-order/)
- [Sell my business and semi\-retire](https://wkmwealth.co.uk/whats-your-objective/sell-my-business-and-semi-retire/)

## Team Members
- [Ben Toms](https://wkmwealth.co.uk/meet-the-team/ben-toms/)
- [Tulsika Patel](https://wkmwealth.co.uk/meet-the-team/tulsika-patel/)
- [Keisha Mair](https://wkmwealth.co.uk/meet-the-team/keisha-mair/)
- [Becca Coleman](https://wkmwealth.co.uk/meet-the-team/becca-coleman/)
- [Neil Wattam](https://wkmwealth.co.uk/meet-the-team/neil-wattam/)

## Qualifications
- [J12 \(Securities \& Advice Dealing\)](https://wkmwealth.co.uk/qualifications/j12-securities-advice-dealing/)
- [Certificate in Paraplanning](https://wkmwealth.co.uk/qualifications/certificate-in-paraplanning/)
- [CISI Financial Planning \& Advice \(IAD\)](https://wkmwealth.co.uk/qualifications/cisi-financial-planning-advice-iad/)
- [J05 Pension income options](https://wkmwealth.co.uk/qualifications/j05-pension-income-options/)
- [MAQ Certifcate in Mortgage Advice](https://wkmwealth.co.uk/qualifications/maq-certifcate-in-mortgage-advice/)

## Testimonials
- [Louisa Poole](https://wkmwealth.co.uk/client-videos/louisa-poole/)
- [John Rixon](https://wkmwealth.co.uk/client-videos/john-rixon/)
- [Bill \& Sherrell](https://wkmwealth.co.uk/client-videos/bill-sherrell/)
- [Charles Micklewright](https://wkmwealth.co.uk/client-videos/charles-micklewright/)
- [Chris Pople](https://wkmwealth.co.uk/client-videos/chris-pople/)

## Webinars
- [Protecting Wealth Across Generations: Understanding Inheritance Tax Changes \& Strategies to Preserve Family Wealth \- July 2026 Livestream](https://wkmwealth.co.uk/webinars/3655-2/)
- [Autumn Budget 2025 \- 5 Key Takeaways for Your Finances \- December 2025 Livestream](https://wkmwealth.co.uk/webinars/autumn-budget-2025-5-year-takeaways-for-your-finances-december-2025-livestream/)
- [WKM Livestream \- Global Market Outlook: Insights from Invesco \- November 2025 Livestream](https://wkmwealth.co.uk/webinars/wkm-livestream-global-market-outlook-insights-from-invesco/)
- [Maximise Your Investments : Understanding VCT's with WKM Wealth \- March 2025 Livestream](https://wkmwealth.co.uk/webinars/maximise-your-investments-understanding-vcts-with-wkm-wealth-march-2025-livestream/)
- [WKM Webinar Q4 2024 \- UK Budget Update \- Financial Planning Implications](https://wkmwealth.co.uk/webinars/wkm-webinar-q4-2024-uk-budget-update-financial-planning-implications/)

## Investment Updates
- [July 26th 2024 \- WKM Investment Update \(Investment Markets \& Biden News\)](https://wkmwealth.co.uk/investment-updates/july-26th-2024-wkm-investment-update-investment-markets-biden-news/)
- [July 19th 2024 \- WKM Investment Update \(Trump News \& Asset Announcement\)](https://wkmwealth.co.uk/investment-updates/july-19th-2024-wkm-investment-update-trump-news-asset-announcement/)
- [July 12th 2024 – WKM Investment Update \(UK \& French Election\)](https://wkmwealth.co.uk/investment-updates/july-12th-2024-wkm-investment-update-uk-french-election/)

## PC Resources
- [5 ways working with a financial planner could help your clients set goals that stick in 2024](https://wkmwealth.co.uk/professional-connection-resources/5-ways-working-with-a-financial-planner-could-help-your-clients-set-goals-that-stick-in-2024/)
- [How to talk to your clients about higher\-for\-longer interest rates, and why it matters](https://wkmwealth.co.uk/professional-connection-resources/how-to-talk-to-your-clients-about-higher-for-longer-interest-rates-and-why-it-matters/)
- [WKM planning strategies \- Our client planning gems](https://wkmwealth.co.uk/professional-connection-resources/test-13/)

## PC Newsletters
- [What your children’s pocket money could teach you about the effects of rising inflation](https://wkmwealth.co.uk/professional-connection-newsletters/what-your-childrens-pocket-money-could-teach-you-about-the-effects-of-rising-inflation/)
- [3 important investing lessons you can learn from James Bond](https://wkmwealth.co.uk/professional-connection-newsletters/3-important-investing-lessons-you-can-learn-from-james-bond/)
- [5 effective financial new year resolutions both you and your clients should follow this year](https://wkmwealth.co.uk/professional-connection-newsletters/5-effective-financial-new-year-resolutions-both-you-and-your-clients-should-follow-this-year/)
- [How working with a professional can help your clients prepare for the financial landscape of 2023](https://wkmwealth.co.uk/professional-connection-newsletters/how-working-with-a-professional-can-help-your-clients-prepare-for-the-financial-landscape-of-2023/)
- [3 inspiring lessons David Bowie can teach your clients about reinventing themselves](https://wkmwealth.co.uk/professional-connection-newsletters/3-inspiring-lessons-david-bowie-can-teach-your-clients-about-reinventing-themselves/)

## Accreditations
- [Financial Planner](https://wkmwealth.co.uk/accreditations/financial-planner/)
- [Award in Long\-Term Care Insurance](https://wkmwealth.co.uk/accreditations/award-in-long-term-care-insurance/)
- [Chartered Accountant](https://wkmwealth.co.uk/accreditations/chartered-accountant/)
- [Associate Firm of the Personal Finance Society](https://wkmwealth.co.uk/accreditations/associate-firm-of-the-personal-finance-society/)
- [Member of the East Midlands Chamber](https://wkmwealth.co.uk/accreditations/member-of-the-east-midlands-chamber/)

## Pop\-ups
- [July webinar](https://wkmwealth.co.uk/?post_type=popup&p=3029)
- [Event Registration](https://wkmwealth.co.uk/?post_type=popup&p=3261)
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## Categories
- [News](https://wkmwealth.co.uk/category/news/)
- [Uncategorized](https://wkmwealth.co.uk/category/uncategorized/)

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