Essentially Wealth

Q2 2026

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

Preparing your family for the great wealth transfer – a historic shift in family wealth
Inheritance Tax reminder: the basics of passing on your wealth
Dividend outlook: modest growth expected in 2026
Spring into action: why the start of the tax year is the best time to plan
Changes ahead for salary sacrifice
Finding sustainable opportunities in a volatile world
What we learnt in the Spring Forecast
Small steps, big impact: building your financial future
Time out, not checked out – the rise of sabbaticals
ISA confusion holding back investors
AI can’t replace real retirement advice

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.