Resources

Blogs

Every month, we share valuable insights, market updates, and informative blogs to help you make the most of your finances. Take just five minutes to read them and stay informed.
04 Jul 2025

How to prevent your retirement from derailing during a career break

A career break could be fantastic for your life plans. It may allow you ...

Read more
04 Jul 2025

Investment market update: June 2025

Trade tariffs continued to affect investment markets in June 2025, though uncertainty did start to ...

Read more
04 Jul 2025

Explained: How Dividend Tax works and when you pay it

Managing your tax liability could help reduce your overall tax bill and get more ...

Read more
04 Jul 2025

The age you can access your pension may rise. Could it affect your retirement?

In April 2028, the age you can usually access your pension, known as the “normal ...

Read more
04 Jul 2025

Why “boring” investments could be exciting long term

Opting for a “boring” investment strategy could be the route to returns that allow ...

Read more
04 Jul 2025

The secret to a happy life

This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing ...

Read more
06 Jun 2025

Could Labour break a “50-year tax taboo” to cut borrowing?

A recent article published by an influential think tank, the Institute for Fiscal Studies (...

Read more
06 Jun 2025

Two-thirds of homeowners could be “wildly undervaluing” their property

78% of homeowners don’t have a clear idea of how much their property is ...

Read more
06 Jun 2025

Simple mental exercises to keep your brain sharp

New research suggests that our cognitive skills can start declining by age 30, if not ...

Read more
06 Jun 2025

Investment market update: May 2025

Uncertainty continued to lead to market volatility in May 2025. However, there was some good ...

Read more
06 Jun 2025

How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill

According to a Citywire report, forecasts from the Office for Budget Responsibility (OBR) suggest ...

Read more
06 Jun 2025

Why defining “financial freedom” could help you achieve it

Achieving “financial freedom” is an aspiration many people have. Yet, it can mean different ...

Read more

Get in touch with the team

Use the form here to get in touch with the Waterbridge team. Please provide as much detail as possible, and we’ll get back to you as quickly as we can.

    Waterbridge Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA number: 734536. Registered in England and Wales. Company number: 09883876 Registered address: 13 Market Street, Penistone, Sheffield, England, S36 6BZ.

    Privacy policy Cookies policy

    Copyright 2025 Waterbridge Wealth Financial Planning

    A Yardstick Production
    Waterbridge Wealth Financial Planning
    Powered by  GDPR Cookie Compliance
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.