Window on Wealth Summer 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.

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:

Auto Insight Magazine – How to avoid PAYE penalties

In the latest edition of the SMTA magazine Auto Insight, Tax Specialist Keith Hunter discusses the main areas of risk to employers surrounding PAYE, especially now that HMRC have adopted a intelligence / risk-based approach to PAYE reviews, and how to avoid PAYE penalties.

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