Latest Ascot Lloyd News & Updates

See the latest news and media coverage for Ascot Lloyd. We track all announcements, press releases, and industry mentions in real time, all in one place.

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Ascot Lloyd

UK financial advice and wealth management firm

ascotlloyd.co.uk
Headquarters
Birmingham, United Kingdom
Founded year
2003
Company type
Private company
Number of employees
500–1,000

Last updated

Latest news about Ascot Lloyd

In short: Ascot Lloyd completed the major acquisition of Aberdeen Financial Planning, appointed new leadership, and achieved top-rated status in 2025 and 2026.

Company announcements

Ascot Lloyd

Ascot Lloyd warns of inheritance tax reforms

Frozen thresholds and 2026-27 changes to pensions and reliefs expand IHT exposure. Strategies include gifting, trusts, business relief, and charitable giving.

Ascot Lloyd

Ascot Lloyd discusses ISA and pension changes

Jason Barefoot explains impacts on retirement strategies, IHT on pensions, reduced ISA allowances from 2027, and advises reviewing plans before April 5.

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Media coverage

Citywire

Aberdeen to close private client service after Ascot Lloyd deal

Exclusive: Aberdeen will close its private client department, which looks after the tax affairs of its customers.

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