planwithtom

I get it. Money is stressful, overwhelming, and sometimes a bit boring. But the future you needs to be cared for. Planwithtom is all about demystifying finances one step at a time, so you can live the life you want.

Head of Personal Finance @ Octopus Money
Chartered Financial Planner

Octopus Money is a trading name of Octopus Money Financial Solutions Limited. Authorised and regulated by the Financial Conduct Authority. Registered in England No. 10339119 (33 Holborn, 7th Floor, London, England, EC1N 2HT).

PENSIONS LIABLE FOR INHERITANCE TAX FROM 2027

PENSIONS LIABLE FOR INHERITANCE TAX FROM 2027
AUTUMN BUDGET 2025 - What does it mean for wealth?

AUTUMN BUDGET 2025 - What does it mean for wealth?
THE THREE REASONS THE UK WILL RETIRE POOR

THE THREE REASONS THE UK WILL RETIRE POOR
The end of the State Pension as we know it??

The end of the State Pension as we know it??
THE RISKS: SELLING INVESTMENTS BASED ON MARKET NOISE

THE RISKS: SELLING INVESTMENTS BASED ON MARKET NOISE
WHAT HAPPENED IF YOU INVESTED AT THE WORST MOMENTS IN HISTORY??

WHAT HAPPENED IF YOU INVESTED AT THE WORST MOMENTS IN HISTORY??
PENSION RULES ARE CHANGING IN 2027

PENSION RULES ARE CHANGING IN 2027
TAX EVASION vs TAX AVOIDANCE vs TAX PLANNING - Whats the difference?!

TAX EVASION vs TAX AVOIDANCE vs TAX PLANNING - Whats the difference?!
OVERPAY MORTGAGE VS INVESTING?! - Lets crunch the numbers with a real life example

OVERPAY MORTGAGE VS INVESTING?! - Lets crunch the numbers with a real life example