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Category Archives: News

Churchill Wealth Management > News > News

Explained: When Inheritance Tax could apply to gifts

12th August 2026 AntonyNews0

Do you need to find the next big investment winner to succeed?

12th August 2026 AntonyNews0

Why spotting a financial scam could be harder than you think

12th August 2026 AntonyNews0

Investment market update: July 2026

12th August 2026 AntonyNews0

4 estate planning lessons you could learn from JRR Tolkien’s legacy

12th August 2026 AntonyNews0

2 upcoming ISA changes you should be aware of

12th August 2026 AntonyNews0

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Email: enquiries@churchillwm.co.uk

Address: 33 Oakfield Road, Clifton, Bristol BS8 2AT, United Kingdom

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Churchill Wealth Management is a team of independent financial advisors / financial advisers (IFAs), investment managers, pension advisers based in Clifton, Bristol.

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Important Information: Please remember the value of your investments and any income from them may fall as well as rise and you may get back less than you originally invested.
Please be aware that the impact of taxation (and any tax relief) depends on individual circumstances. Information about tax rules is based upon our current understanding and is liable to change in the future. Accessing pension benefits early may impact on levels of retirement income and your entitlement to certain means tested benefits. Accessing pension benefits is not suitable for everyone. You should seek advice to understand your options at retirement. Equity investments do not afford the same capital security as deposit accounts.

FCA Notice: Churchill Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. Regulations, levels and bases of taxation are subject to change. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. The Financial Conduct Authority does not regulate taxation and trust advice. The FCA’s consumer website can be found at moneyhelper.org.uk. FCA number 670373.

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Clifton Office
T: 0117 923 7652
E: enquiries@churchillwm.co.uk
Address: 13 Alma Vale Rd, Bristol BS8 2HL, United Kingdom Find us on a map »