Essentially Wealth

Q4 2025

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

• Take stock, strengthen your finances this autumn
• Budget outlook – preparing for change
• Navigating global shifts – investing through change
• Consolidate to solve the patchwork puzzle
• Pensions set to fall within IHT net from 2027
• Pension access age to rise in 2028
• Brits missing out on important money conversations
• People don’t understand IHT
• Don’t rely on inheritance alone – start saving now
• An end to the Bank of Mum and Dad? More than one in ten retirees cutting back on gifting
• Avoiding pitfalls when passing on wealth

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.