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
Facing a midlife dip in financial confidence?
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.