Essentially Wealth

Q2 2024

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

Financial trends
•  UK investors – confidence returns
•  Spring Budget recap
•  Elections and investments – prepping for a pivotal year
•  Time to gen up on AI scams

Focus on tax
•  IHT receipts and investigations on the rise
•  IHT gifting – a refresher
•  Taking sensible tax steps

Topical matters
•  Changes to National Insurance in closer detail
•  Child Benefit shake-up
•  Non-dom status – all change

Pensions and retirement
•  Your retirement strategy

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.