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Rebecca Robertson
I’m an award-winning independent financial adviser, wealth creation strategist, keynote speaker and podcast host. At the heart my work is about helping women and families feel more confident when it comes to money.
As the director of Evolution Financial Planning
ALL FEMALE TEAM - INDEPENDENT FINANCIAL ADVISERS
In an industry which is traditionally male dominated and led with a lot of jargon and technical speak, we are proud to offer you something different here at Evolution Financial Planning. We have one common goal - to provide you with a range of services that can give you can give you holistic financial advice that takes into account your overall situation. When you choose to work with us, you will get personalised service that has your best interests at the centre of all decision making.
Media Coverage
Daily Mail
Our daughter lives with us, can we gift her the house IHT-free?My daughter is 50 and married with three daughters and has been living with me and my wife for the last five years, with her family.
Thisismoney
Our daughter lives with us, can we gift her our £550k house without inheritance tax?This is a really good question because it touches on one of the more complex areas of inheritance tax planning.
Bristol Live
Letters to be sent telling people born before 2011 how to claim £2,200HMRC, Nationwide and HSBC have joined the taskforce working out how to get people their money
Daily Mirror
New Treasury taskforce looking for thousands of people due £2,200Banks including Nationwide and HSBC are working to trace people with money waiting
Daily Star
‘Stumbling block’ charge alert after new Nationwide updateOne expert said some people should be exempt from the charge
Daily Express
New ‘stumbling block’ charge warning after Nationwide update this weekExperts say it is an overlooked cause
Daily Mirror
‘Stumbling block’ charge alert after new Nationwide updateOne expert said some people should be exempt from the charge
FT Adviser
Stamp duty has ‘become a drag’ on the housing marketThe government is facing renewed calls to reform stamp duty amid stuttering house price growth.
Wealthbriefing
Pension Pots Face UK Inheritance Hit: Advisors Say Preparations EssentialThe IHT net is widening to include private pensions that are not yet used – and those who aren’t married or in civil partnerships must guard against the risk of a tax bill at what is already an emotional...
Birmingham Live
Brits ‘sleepwalking’ into costly mistake that could hit them with tax billsThere are many misconceptions households tend to believe
WalesOnline
UK 2027 rule change as many ‘don’t have £92 document until too late’It's something that many of us are guilty of leaving until too late in life
Daily Express
HMRC rule change in 2027 as ‘few have essential £92 document’That’s a nasty little sting for families
Professional Adviser
IFAs warn gender pension gap goes beyond an investment problemIFAs have warned that the gender pension gap is set to get worse as above-target inflation and the cost-of-living crisis are impacting women’s ability to save, with the problem structural as well as financial.
Mums News
Gender pension gap set to get worse as ‘the ongoing cost of living crisis is damaging women’s ability to save for their futures’...FEMALE IFAs have warned that the gender pension gap is set to get worse in the years ahead as stubborn above-target inflation and the cost […]