Essentially Wealth

Q3 2025

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

• Don’t rely on gut instinct for your retirement needs
• Is your pension going to the right person? A common blind spot
• Navigating the great wealth transfer – what it means for you
• Nearly three quarters of people don’t understand Inheritance Tax
• Inheritance Tax receipts hit new highs – why planning matters more than ever
• Gen X are stashing the cash – time to invest instead?
• Investing with confidence – ‘keep calm and carry on’
• Young investors lead the charge
• Your relationship with risk: time to reassess?
• Supporting generations – helping family without compromising your financial future

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.