Essentially Wealth

Q2 2025

You can read the latest issue of our quarterly e-magazine, Essentially Wealth here, including:

• Navigating uncertain times
• New (tax) year…new you?
• Which ‘megatrends’ will dominate in 2025 –  and beyond?
• ‘Finfluencers’ too trusted by the under-30s
• The value of advice in building financial confidence
• Women put children first in succession planning
• Inheritance Tax (IHT) receipts keep climbing
• Your pension and Inheritance Tax (IHT)
• Protection insurance demand will soar in 2025
• Bridging the wealth divide for future generations
• UK growth outlook dominates Spring Statement

If you think you may be affected by anything included in the magazine, or any other matter, please don’t hesitate to get in touch.