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.

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