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Resources

Resources
From real-world client stories to practical guides, calculators and webinars, our resources hub brings together everything you need to make informed financial choices.
Client Stories
Our client stories share real examples of how we work with individuals and families to help them make confident financial decisions and plan for the future.
A couple speaking to a Financial Adviser
People like you, helped by us
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Guides
Get more in depth insights on key areas of financial planning in our free to download guides.
Inheritance Tax Guide
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What if... you could look into your financial future?
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Take a look at all of our helpful guides
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Calculators
These calculators help bring the numbers to life, showing how inflation can affect your money, what you might expect to pay in inheritance tax, and whether your retirement plans are on track.
Retirement calculator
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Inheritance tax calculator
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Inflation calculator
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Latest news and insights

news
Financial bill in hands of senior man with beard sitting next to his wife during discussion of housing payment documents

Over a million pensioners pushed into higher rate tax

4th September 2026

The number of pensioners paying higher rate tax has doubled in five years as frozen income tax thresholds pull more retirees into higher tax bands.

insights
Man and wife are reading divorce agreement with the hands

Financial disadvantages of not being married

3rd September 2026

Unmarried couples can face different financial rules compared with married couples and civil partners, with upcoming government proposals potentially strengthening rights for cohabiting partners.

news
Woman helping senior man to complete paperwork

Families hit by inheritance tax on pensions

28th August 2026

From April 2027, unused pension funds will be included in estates for inheritance tax, while certain reliefs available on other assets will not apply. This includes loss on sale relief where pension assets fall in value after death.

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The Private Office, TPO, TPO Wealth, and TPO Invest are trading names of The Private Office Limited (company number 10226899), which is authorised and regulated by the Financial Conduct Authority (FCA), firm reference number 789482. 

Investment Champion Online Limited is an Appointed Representative of The Private Office Limited, which is authorised and regulated by the FCA. Both companies are registered in England and Wales with a registered office at 2 The Bourse, Leeds LS1 5DE. 

Our details may be checked on the FCA Financial Services Register at https://register.fca.org.uk/. Please note that the Financial Conduct Authority (FCA) does not regulate cash flow planning, estate planning, tax or trust advice.