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Essentially Wealth

Autumn 2021

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

  • ‘Pre-inheritance’ gaining prominence
  • Watch out for scams, HMRC warns students
  • Working together to tackle the climate crisis – The investment industry steps up
  • Triple lock guarantee to be replaced by a ‘double lock’ for 2022-23
  • Avoiding the negative impacts of sudden wealth
  • Self-care for the self-employed (and everyone else!)
  • ESG assets on course to top £36Trn by 2025
  • UK investors willing to spend less to invest more
  • Inflation risk for parent savers
  • IHT rise highlights need for estate planning

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.