Window on Wealth Autumn 2023

Welcome to the latest edition of our Window on Wealth wealth management newsletter.

This edition is packed with articles covering many of the key wealth management challenges and questions currently facing savers and investors.

Issues covered include –

  • How the Lifetime Allowance removal provides a pension boost
  • Megatrends and investing
  • Overcoming succession planning complexities
  • Dividend Allowance cuts
  • ‘Dog’ funds explained

and much more.

Click here to download your copy.

We offer a range of wealth management services. Contact Head of Wealth Management Bruce Hendry, Chartered Financial Planner Richard Libberton or Senior Financial Planner Gary Stirling if you require assistance with your personal, family and business financial planning.

Other posts you might like:

Property & Landlord Hub

Welcome to our new Property and Landlord Hub. Here you will find news, updates, FAQs and advice on property and landlord issues. 

read more

Window on Wealth Spring 2025

Welcome to our Window on Wealth Spring 2025 wealth management newsletter. This edition is packed with articles covering many of the key wealth management challenges and questions currently facing savers and investors.

read more

Payroll Newsletter Spring 2025

Welcome to our Spring 2025 Payroll News, brought to you by the payroll bureau team at Thomson Cooper. This edition of our in-house payroll newsletter features articles on many issues affecting the payroll function, including the increase in NI, salary sacrifice arrangements and changes to rates and allowances.

read more