Window on Wealth
Welcome to the latest edition of our wealth management newsletter Window on Wealth.
This edition is packed with articles covering many of the key wealth management challenges and questions currently facing savers and investors.
Issues covered in this edition of Window on Wealth include –
- Preparing for the longevity megatrend in an uncertain world
- Taking steps to avoid a retirement overspend
- Family tensions over money talks – time to break the taboo
- Dive into ’25 on top of key tax changes
- The changing face of retirement – as the traditional ‘hard-stop’ is consigned to history
- End of tax year IHT recap – gen up on gifting allowances
Click here to download your copy.
Wealth Management and Financial Planning
We offer a range of wealth management and financial planning services. Contact Head of Wealth Management Richard Libberton or Assistant Head of Wealth Management Gary Stirling if you require assistance with your personal, family and business financial planning.