Essentially Wealth

E-Magazine – Q3 2022

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

• Time to revisit your IHT strategy?
• Your protection policy – not a cost worth cutting
• Sandwich generation – time to put yourself first
• JISA to adult ISA transition period – gen up
• Spotlight on the trust registration service
• Are you an emotional spender?
• Sentiment and super trends
• Unlocking the real value of your wealth
• Divorce and your pension
• Standing on your own two feet

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.