Essentially Wealth

Q1 2026

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

• • Finding investment opportunities in an evolving landscape
  • Starting 2026 with clarity and confidence
  • Tune into Budget tax changes
  • The path to retirement – finding the path that’s right for you
  • Inheritance Tax receipts continue to climb
  • Start 2026 ahead: Know your tax numbers
  • Aligning planning and purpose
  • New Year life insurance review
  • How financially resilient would your family be without you?
  • Older workers underprepared for retirement
  • Shifting mindsets from saving to investing

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.