Every month, we share some highlights of what’s been happening in and around KBA.
This month, read about how we stood out (and up for hours on end!) at this year’s Nantwich Food Festival. Plus, discover how you can catch up on the important aspects of the Autumn Budget, and why we’re thrilled by the results from a little friendly competition between our three YBS agencies.
First, though, we must say “hurrah” to three of the team who’ve been celebrating their work anniversaries:
🎉 Sarah Tate celebrated 14 years of helping KBA clients achieve their financial goals with dedication, kindness, and commitment.
🎉 Claire Sherlock, Sarah’s Executive Assistant, has been keeping Sarah’s very busy life on schedule for two years.
🎉 Helen Shaw has been one of the friendly faces helping customers in our Nantwich Agency for a year.
Here’s to another successful year ahead. 💜
Nantwich Food Festival was a fantastic 3-day treat
We had an incredible time at Nantwich Food Festival 2026, and we want to say a huge thank you to everyone who stopped by to see us!
It was lovely catching up with so many of our clients, as well as meeting lots of new faces for a coffee, a chat, and one of our very popular KBA cookies.
A special shout-out goes to our very own Karen Fogg, who handmade the cookies at her wonderful bakery, Sophanna Bakes. Safe to say, they went down a treat!
And the winner is… 🥁
Throughout the weekend, visitors had the opportunity to enter our raffle by answering our questions about Inheritance Tax to be in with a chance to win a Luxury Spa Day and Afternoon Tea for Two at Rookery Hall, Nantwich. We’re delighted to announce our lucky winner…
🎉 David Bickerton 🎉
Congratulations! We hope you have the most relaxing day.
Thank you again to everyone who helped make the weekend so special. We loved every minute and already can’t wait to do it all again next year. 💜
Register for our post-Budget Inheritance Tax webinar
Following the Autumn Budget, slated for Wednesday 28 October, join Company Director and Chartered Financial Planner Sarah Hogan for a practical webinar exploring the latest Inheritance Tax changes and what they could mean for you and your family.
📅 Monday 2 November
⏰ 6:00 pm
💻 FREE Webinar
During the hour-long session, Sarah will:
- Explain the key announcements
- Discuss strategies to help preserve your wealth
- Outline the steps you may wish to consider to help protect your estate for future generations.
Follow this link to register and secure your place. If you can’t attend live, register anyway and we’ll send the recording to you by email afterwards. 📩
A little friendly competition has resulted in an incredible 3,597 more newsletter subscribers
Over recent months, we’ve been telling our agency customers all about the articles we share in our monthly newsletter.
What started out as a bit of friendly competition between our three local agencies has resulted in almost 3,600 new readers regularly receiving our newsletter.
Sent by email every month, we share:
- A detailed guide, zeroing in on a topical financial area
- Insightful financial planning articles
- Our monthly company update
- Light-hearted lifestyle pieces, covering everything from local events and places to go, healthy living, entertainment, and more.
While the team at the Nantwich Agency has achieved the biggest number of new subscribers, Southport and Bury have also done a fabulous job.
At the time of writing, the scoreboard looks like this:
🥇 Nantwich Agency: 1,790
🥈 Southport Agency: 953
🥉 Bury Agency: 854
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Please note
HM Revenue and Customs’ practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
Approved by The Openwork Partnership on 22/09/2026.