As part of your ongoing service from Newcastle Financial Advisers Limited you receive regular informative emails, live webinars with our advisers along with timely newsletters, to help you make the most of your money. You can now find the latest newsletter here.
May 2026, Newsletter
This newsletter is full of useful information about the upcoming ISA changes and how they may affect you. You can also read about intergenerational wealth and why it's important to talk about money with your loved ones, inheritance tax changes and much more.
All information in our newsletters is correct at the time of publishing.
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THE VALUE OF INVESTMENTS AND ANY INCOME FROM THEM CAN FALL AS WELL AS RISE AND YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.
HM REVENUE AND CUSTOMS PRACTICE AND THE LAW RELATING TO TAXATION ARE COMPLEX AND SUBJECT TO INDIVIDUAL CIRCUMSTANCES AND CHANGES WHICH CANNOT BE FORESEEN.
ASPECTS OF INHERITANCE TAX PLANNING ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY NOR THE PRUDENTIAL REGULATION AUTHORITY. WILL WRITING AND TRUSTS ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY NOR THE PRUDENTIAL REGULATION AUTHORITY.
Approved by The Openwork Partnership on 14/05/2026.
Newcastle Building Society introduces to Newcastle Financial Advisers Limited for advice on investments, pensions, life and protection insurance, and inheritance tax planning. Aspects of inheritance tax planning are not regulated by the Prudential Regulation Authority nor the Financial Conduct Authority. Newcastle Financial Advisers is a trade name of Newcastle Financial Advisers Limited which is an appointed representative of The Openwork Partnership a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.