Window on Wealth Spring 2023 wealth management newsletter

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

thomson cooper wealth management newsletter

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

Articles include –

  • The return of investor confidence

  • Tackling fiscal drag

  • Clampdown on crypto

  • Tax investigations for unpaid IHT

  • Transferring wealth

  • Pensions for children

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:

Step Challenge Winners

The results are in for our Thomson Cooper Step Challenge 2025 and collectively our walking warriors completed over 15 million steps – the equivalent to 7,000 miles or from our Dunfermline office to Chile in South America!

read more

Dunfermline Derby Race Night

The Thomson Cooper ‘Dunfermline Derby’ fundraising race night held at East End Park, Dunfermline in support of the vital work of Alzheimer Scotland raised an incredible £6,075.

read more

What changes are coming at Companies House?

From Autumn 2025 significant reforms will reshape how UK companies interact with Companies House, driven by the Economic Crime and Corporate Transparency Act 2023 in order to improve data integrity, transparency, and tackle misuse of company structures.

read more