Welcome to the third edition of The Wealth Manager!
Your quarterly update from the world of investment and financial planning.
Over the last quarter, global financial markets have been navigating a complex and volatile environment shaped by geopolitical tensions, shifting trade policies, and evolving central bank strategies.
In this edition, we explore:
- Lessons investors can learn from the turmoil caused by the Trump tariffs
- The importance of building a sustainable road to your retirement
- Key questions surrounding the recent changes to inheritance tax
Read the latest articles in The Wealth Manager
Coming around again: inflation returns
The rollercoaster ride of inflation was set in motion at the start of this decade. In January 2020 the annual inflation rate, as measured by the Consumer Prices Index (CPI), was 1.8%. By August 2020, as Covid-19 took hold, it had dropped to a mere 0.2%.
The long road to retirement – building a sustainable plan
Whether you are many years from retirement, or just a few, ensuring your pension plans will sustain you when the time comes requires focus, now more than ever.
The lessons of ‘Liberation Day’
Investment markets had a wild ride after Trump’s tariff announcements. Amidst the turmoil there were lessons to be learned.
Wedding bells and wedding bills
In the UK the average cost of a wedding was over £23,000 last year, with a quarter of couples spending upwards of £30,000. For parents who plan to make a meaningful contribution, starting to set aside funds early can make the eventual event less stressful.
Download your copy using the link below:
The Wealth Manager - Edition 3
