Essentially Wealth

Q3 2026

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

• Has your financial plan kept pace with your life?
• Inheritance Tax (IHT) changes are reshaping pension planning ahead of 2027?
• Life insurance in a changing planning landscape
• Investing – adapting to an evolving world
• Long-term growth remains a focus for investors
• Future changes to salary sacrifice remain under the radar
• Managing the move into higher rate tax
• How grandparents can turn childcare into extra retirement income
• Be purposeful with every penny
• Turning good intentions into practical planning
• A younger generation taking pensions seriously

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.