Our Financial Consultants / Paraplanners
Jason Coppard
Financial Planning Manager / Chartered Financial Planner
Jason is a Fellow of the Personal Finance Society and Chartered Financial Planner with over 25-years’ experience assisting clients and their families with complex and long-term financial planning solutions. As Head of London and South, Jason leads the fastest growing region at Lumin Wealth. Prior to joining Lumin, Jason completely modernised a boutique IFA practice in Surrey introducing new processes and disciplines quadrupling its size in seven years. Jason continues to enhance his knowledge working with his excellent colleagues at Lumin.
Qualifications
FPFS Chartered ALFBF & MCSI DipPMI Cert PFS (DM & Securities) Cert CII (MP & ER)
Expertise
Insights by Jason Coppard
Last chance to fill old gaps in your State Pension entitlement
Savers have one last chance to buy missing National Insurance years from 2006 to 2016, before 5 April 2025. Filling gaps in your record can provide a significant boost to your annual State Pension.
Budget round-up: Tax changes to capital gains, pensions and IHT
Chancellor Rachel Reeves’ first Budget has introduced a number of changes to the tax regime. This article rounds up the key changes and explores some of the consequences for your personal finances.
Business owners: the benefits of a small self-administered pension
Small self-administered pension schemes offer a number of valuable features for business owners seeking to optimise their retirement strategy, including tax efficiencies and unique investment opportunities.
