Window on Wealth Summer 2023

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

WEALTH MANAGEMENT WINDOW ON WEALTH NEWSLETTER

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

Articles include –

Signs of optimism in the global economy – Statistics have revealed unexpected signs of resilience.

Striking a balance – In a recent survey, advisers noted that adult children were taking priority in clients’ wealth planning at present. 

Achieving real financial empowerment – Understanding the emotional relationship with money by focusing on an individual’s mindset, as well as their finances.

IHT goes mainstream – IHT receipts have been consistently rising as estate values increase.

Summer retirement round-up – The changing face of retirement means that retirement conversations are often required earlier than ever.

Pensions – what’s changing? – During the Spring Budget the Chancellor announced several changes to pensions including increasing the Annual Allowance and the Money Purchase Annual Allowance. 

and much more.

Click here to download your copy.

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

Other posts you might like:

Journal Entry Summer 2024

Welcome to the latest edition of our business newsletter Journal Entry. Our ‘Euros’ themed articles range from teamwork in business, to the tax implications of working overseas and allowable deductions for tax purposes when it comes to entertaining.  

read more

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

How to master business expenses

Learning how to master business expenses is an important part of making a company as tax efficient as possible. Having a practical approach to expense management, by incorporating relevant apps and software, allows for streamlined, accurate and efficient tracking.

read more