Welcome to the fourth edition of The Wealth Manager!
Your quarterly update from the world of investment and financial planning.
Over the past quarter, global financial markets have continued to navigate a complex mixture of macroeconomic, policy, and geopolitical forces.
In this edition of The Wealth Manager:
- Key developments across global equities, fixed interest, commercial real estate, and alternative assets
- Is it time to boost your pension contributions?
- A look-ahead to the Autumn Budget 2025
- Options to mitigate the widening impact of IHT reforms
- Are you up to speed with your State Pension?
Read the latest articles in The Wealth Manager
Time to boost pension contributions?
The government wants to boost retirement savings among the public and has revived the independent Pensions Commission to come up with potential solutions.
Looking ahead to the Autumn Budget
Last year’s big tax-raising Autumn Budget should have been a one-off, but Autumn 2025 promises more of the same.
Inheritance tax expands wider and deeper
As inheritance tax (IHT) is set to extend from 2026, what are your options to mitigate its impact?
Are you up to speed with your State Pension?
The government has launched another review of the State Pension age (SPA), which could see future increases automatically linked to life expectancy.
Download your copy using the link below:
The Wealth Manager - Edition 4
