Window on Wealth Autumn 2025

Oct 10, 2025 | Business support hub, Wealth management

Window on Wealth

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

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

Issues covered in this edition of Window on Wealth include –

  • Adapting to transformation – investing through global change
  • Autumn Budget – forward thinking
  • Women lag behind with pension savings – time to make amends
  • Unspent pensions to be included in IHT from 2027
  • Clients are tuning in to intergenerational planning
  • When gifts backfire
  • Personal pension age change delays access to savings

Journal Entry Autumn 2024

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