Client Newsletter (Edition 50)

3 minute read

What’s inside this edition

This month’s newsletter focuses on the key financial planning themes shaping 2026 and beyond.

Inheritance Tax & Pensions
Proposed changes from April 2027 could bring pensions into the inheritance tax net, changing how many families approach intergenerational planning.

Estate Planning Strategies
Gifting, trusts, and protection policies are becoming increasingly important as more estates are caught by frozen tax thresholds.

Investing Through Volatility
A reminder that staying invested and focusing on the long term often delivers better outcomes than trying to time the market.

Tax Planning in a Changing Landscape
“Silent” tax increases through frozen allowances are gradually increasing tax burdens, making proactive planning essential.

Staying Safe from Scams
With fraud on the rise, understanding the risks and knowing how to protect yourself is more important than ever.

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