Here at Regentia Lifestyle Planning we believe in good old fashioned client-centred advice and services.

We aim to give every client an individually tailored service to help meet their objectives.

Investments

Reliable wealth management advice and creating the right investment strategy are crucial elements in securing your future financial well-being…

Retirement Planning

Regardless of the life stage you have arrived at, it is important to receive expert and professional advice on your pension plans and requirements…

Protection

Gone are the days when Inheritance Tax (IHT) was the sole concern of the wealthy. But while many people are aware of the need for IHT planning…

Corporate Services

Running a successful business takes time, commitment, hard work and determination. This means that owners have little time to think about their own financial…

Mortgage Advice

The earlier you get in touch with us regarding your mortgage needs the more we can help. That way we can…

About Regentia Lifestyle Planning

We consider wealth management to be the provision of personal, face-to-face advice, designed to suit our clients’ individual long-term requirements and putting them firmly at the centre of everything we do

Bespoke Services

  • Tax Year planning
  • Investments
  • Retirement Planning
  • Protecting Your Estate
  • Corporate Services
  • Personal Cash & Borrowings
  • Other Services

We are here to help and would be delighted to work with you, if you would like to arrange a no obligation review please call us on 01924 566010

A new report has proposed taxing the baby boomers to help resolve major issues around intergenerational fairness. The report, published by the Intergenerational Commission in May, offers ten policy recommendations which would represent a radical overhaul of the UK tax system. Examples include replacing inheritance......

The way savings are taxed is being reviewed by the Office of Tax Simplification (OTS). The OTS is looking at the way in which savings and investment income is taxed, which can be very complicated. According to its paper, published in May 2018, “the interactions......

The income threshold at which student loan repayments begin rose on 6 April 2018. English and Welsh students who started their courses after 31 August 2012 can now earn £25,000 a year – up from £21,000 – before they have to start repaying their student......