{"id":2561,"date":"2023-04-19T14:08:20","date_gmt":"2023-04-19T14:08:20","guid":{"rendered":"https:\/\/www.wealthtime.com\/advisers\/?page_id=2561"},"modified":"2025-08-13T09:12:07","modified_gmt":"2025-08-13T09:12:07","slug":"blogs","status":"publish","type":"page","link":"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/blogs\/","title":{"rendered":"Blogs"},"content":{"rendered":"\n
\n \"\" <\/div>\n\n
\n\n
\n\n \n \n \n

Blogs<\/h2>\n\n \n \n \n \n\n \n \n \n\n\n\n\n \n \n \n \n \n
\n\n \n \n \n \n \n \n\n
\n\n
\n\n
\n \"\" <\/div>\n \n
\n\n \n

\n\n 11 May 2026\n <\/p> \n\n \n \n

Managing regular SIPP income is now an online journey \u2013 Wealthtime platform enhancement<\/h3>\n \n \n \n

We\u2019ve introduced new functionality to make setting up and managing regular SIPP income quicker and easier. What\u2019s changed? Previously, instructions to set up, amend or cancel regular SIPP income needed to be submitted using a paper form. This process is now available online, supporting our ongoing work to move journeys into digital processes. Once we\u2019ve […]<\/p>\n \n \n \n

Learn more<\/p>\n\n \n <\/div>\n\n <\/div>\n \n \n <\/article>\n\n <\/a>\n\n \n \n \n \n \n \n \n\n

\n\n
\n\n
\n \"\" <\/div>\n \n
\n\n \n

\n\n 06 May 2026\n <\/p> \n\n \n \n

Platform charge information available online – Wealthtime platform enhancement<\/h3>\n \n \n \n

We\u2019ve introduced new functionality that allows you to view Wealthtime platform charge information online, meaning that you no longer need to call up to get this information. What\u2019s changed? Previously, you needed to call us to confirm annual charge details for a client. Now, Wealthtime platform annual charge information is displayed directly on the platform, […]<\/p>\n \n \n \n

Learn more<\/p>\n\n \n <\/div>\n\n <\/div>\n \n \n <\/article>\n\n <\/a>\n\n \n \n \n \n \n \n \n\n

\n\n
\n\n
\n \"\" <\/div>\n \n
\n\n \n

\n\n 15 Apr 2026\n <\/p> \n\n \n \n

Why Tax Year Start is a Key Engagement Time for Financial Advisers<\/h3>\n \n \n \n

For many investors, the new tax year represents more than just a date change, it\u2019s a financial reset. Fresh allowances, renewed motivation and reflection on the previous year create the perfect opportunity for advisers to engage with clients. Wealthtime\u2019s latest research conducted by Ad Lucem, highlights why the early weeks of the tax year can […]<\/p>\n \n \n \n

Learn more<\/p>\n\n \n <\/div>\n\n <\/div>\n \n \n <\/article>\n\n <\/a>\n\n \n \n \n \n \n \n \n\n

\n\n
\n\n
\n \"\" <\/div>\n \n
\n\n \n

\n\n 13 Apr 2026\n <\/p> \n\n \n \n

The New Tax Year 2026: Adapting to Changing Tax Rules, Pensions and Estate Planning<\/h3>\n \n \n \n

This commentary is for information only and does not constitute financial advice or a recommendation. Individual outcomes depend on personal circumstances and professional advice is essential. Tax year end is often the busiest point in the financial calendar, with advisers focused on deadlines, last\u2011minute allowances and client admin. But tax year start can be just […]<\/p>\n \n \n \n

Learn more<\/p>\n\n \n <\/div>\n\n <\/div>\n \n \n <\/article>\n\n <\/a>\n\n \n \n \n \n \n \n \n\n

\n\n
\n\n
\n \"\" <\/div>\n \n
\n\n \n

\n\n 10 Apr 2026\n <\/p> \n\n \n \n

Meet Colin Stone: Building and maintaining relationships with our firms<\/h3>\n \n \n \n

We value building and maintaining a close knit relationship with all the firms we work with here at Wealthtime. We’ve caught up with Colin, who is our Business Development Manager for the North and, West and Wales to hear about his career journey, what motivates him, and his view on maintaining good relationships with our […]<\/p>\n \n \n \n

Learn more<\/p>\n\n \n <\/div>\n\n <\/div>\n \n \n <\/article>\n\n <\/a>\n\n \n \n \n \n \n \n \n\n

\n\n
\n\n
\n \"Header <\/div>\n \n
\n\n \n

\n\n 09 Apr 2026\n <\/p> \n\n \n \n

Welcome to tax year 2026\/27<\/h3>\n \n \n \n

What\u2019s changed, what\u2019s stayed the same, and what\u2019s next? Some allowances remain frozen, others have been adjusted, and there\u2019s additional change on the horizon. Here\u2019s a concise overview to help you get to grips with the tax and planning changes that took effect on 6 April 2026. What\u2019s changed for 2026\/27? Dividend Tax Rates Increase […]<\/p>\n \n \n \n

Learn more<\/p>\n\n \n <\/div>\n\n <\/div>\n \n \n <\/article>\n\n <\/a>\n\n \n \n \n \n \n \n \n\n

\n\n
\n\n
\n \"\" <\/div>\n \n
\n\n \n

\n\n 08 Apr 2026\n <\/p> \n\n \n \n

Bath MP Wera Hobhouse visits Wealthtime offices<\/h3>\n \n \n \n

Bath MP Wera Hobhouse visited Wealthtime’s offices at Royal Mead to discover more about how a long-standing Bath employer is helping people across the UK invest and save.   Wera’s visit to Wealthtime Bath MP Wera Hobhouse heard about Wealthtime as an award-winning Bath-based investment platform that is a long-standing Bath employer. She visited Wealthtime’s […]<\/p>\n \n \n \n

Learn more<\/p>\n\n \n <\/div>\n\n <\/div>\n \n \n <\/article>\n\n <\/a>\n\n \n \n \n \n \n \n \n\n

\n\n
\n\n
\n \"\" <\/div>\n \n
\n\n \n

\n\n 19 Mar 2026\n <\/p> \n\n \n \n

Toby’s quarterly deep dive – Q1 2026<\/h3>\n \n \n \n

Toby Larkman, Managing Director, Wealthtime A noisy start to the year As we head towards tax year end, policy discussions gather pace, regulators continue to outline their priorities, and through it all, advisers are trying to help clients make sense of it all. Our recent research with Ad Lucem reflects this mood. More than half […]<\/p>\n \n \n \n

Learn more<\/p>\n\n \n <\/div>\n\n <\/div>\n \n \n <\/article>\n\n <\/a>\n\n \n \n \n \n \n \n \n\n

\n\n
\n\n
\n \"\" <\/div>\n \n
\n\n \n

\n\n 18 Mar 2026\n <\/p> \n\n \n \n

Wealthtime’s Sophie Hall Named One of Bath’s Most Inspiring Women 2026<\/h3>\n \n \n \n

Wealthtime is delighted to announce that our Commercial Director, Sophie Hall, has been recognised as one of Bath & Somerset\u2019s Most Inspiring Women 2026. The honour comes as part of The Business Exchange South West\u2019s annual celebration of exceptional women across the region. \u00a0 Each year, The Business Exchange asks its readership to nominate women […]<\/p>\n \n \n \n

Learn more<\/p>\n\n \n <\/div>\n\n <\/div>\n \n \n <\/article>\n\n <\/a>\n\n \n \n <\/div>\n\n \n \n \n \n

\n\n 1<\/span><\/span>\n2<\/span><\/a>\n…<\/span>\n12<\/span><\/a>\nShow more<\/a>\n <\/section>\n\n \n \n \n \n \n \n <\/div>\n\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":1222,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-2561","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nBlogs - Advisers<\/title>\n<meta name=\"description\" content=\"Stay informed and updated with our insightful blogs for financial advisors. Enhance your knowledge with Wealthtime Advisor Hub's valuable content\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/blogs\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Blogs - Advisers\" \/>\n<meta property=\"og:description\" content=\"Stay informed and updated with our insightful blogs for financial advisors. Enhance your knowledge with Wealthtime Advisor Hub's valuable content\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/blogs\/\" \/>\n<meta property=\"og:site_name\" content=\"Advisers\" \/>\n<meta property=\"article:modified_time\" content=\"2025-08-13T09:12:07+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/adviser-hub\\\/blogs\\\/\",\"url\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/adviser-hub\\\/blogs\\\/\",\"name\":\"Blogs - Advisers\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/#website\"},\"datePublished\":\"2023-04-19T14:08:20+00:00\",\"dateModified\":\"2025-08-13T09:12:07+00:00\",\"description\":\"Stay informed and updated with our insightful blogs for financial advisors. Enhance your knowledge with Wealthtime Advisor Hub's valuable content\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/adviser-hub\\\/blogs\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/adviser-hub\\\/blogs\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/adviser-hub\\\/blogs\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Adviser Hub\",\"item\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/adviser-hub\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Blogs\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/#website\",\"url\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/\",\"name\":\"Advisers\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Blogs - Advisers","description":"Stay informed and updated with our insightful blogs for financial advisors. Enhance your knowledge with Wealthtime Advisor Hub's valuable content","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/blogs\/","og_locale":"en_US","og_type":"article","og_title":"Blogs - Advisers","og_description":"Stay informed and updated with our insightful blogs for financial advisors. Enhance your knowledge with Wealthtime Advisor Hub's valuable content","og_url":"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/blogs\/","og_site_name":"Advisers","article_modified_time":"2025-08-13T09:12:07+00:00","twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/blogs\/","url":"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/blogs\/","name":"Blogs - Advisers","isPartOf":{"@id":"https:\/\/www.wealthtime.com\/advisers\/#website"},"datePublished":"2023-04-19T14:08:20+00:00","dateModified":"2025-08-13T09:12:07+00:00","description":"Stay informed and updated with our insightful blogs for financial advisors. Enhance your knowledge with Wealthtime Advisor Hub's valuable content","breadcrumb":{"@id":"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/blogs\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/blogs\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/blogs\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.wealthtime.com\/advisers\/"},{"@type":"ListItem","position":2,"name":"Adviser Hub","item":"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/"},{"@type":"ListItem","position":3,"name":"Blogs"}]},{"@type":"WebSite","@id":"https:\/\/www.wealthtime.com\/advisers\/#website","url":"https:\/\/www.wealthtime.com\/advisers\/","name":"Advisers","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.wealthtime.com\/advisers\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/pages\/2561","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/comments?post=2561"}],"version-history":[{"count":6,"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/pages\/2561\/revisions"}],"predecessor-version":[{"id":9091,"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/pages\/2561\/revisions\/9091"}],"up":[{"embeddable":true,"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/pages\/1222"}],"wp:attachment":[{"href":"https:\/\/www.wealthtime.com\/advisers\/wp-json\/wp\/v2\/media?parent=2561"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}