Your Window on Money
Our quarterly client Newsletter
Summer 2026 Edition
Your Window on Money seeks to address topical issues that are likely to be of interest to most readers; please do not hesitate to contact us should require further information on any of the articles, or any other financial matter.
Inside this issue
- Financial habits stuck in the past? Life moves on – have your finances?
- Young people are the most proactive pension savers
- Start early, save smarter
- IHT pension changes – why now is the time to rethink your strategy
- Retirement planning for the self-employed
- Give your money intention
- Why is life insurance back in focus?
The information contained within our newsletters is for information purposes only and does not constitute financial advice.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.
NEWSLETTER ARCHIVE
YOUR WINDOW ON MONEY
Spring 2026 – inside this issue
In the news // Build wealth today, planning for tomorrow // Dividend Tax – what’s changing? // Fresh start, smart moves: planning for the new tax year // Small steps to securing your financial future // The power of participation – markets move – participation matters // Protection policies – just 42% hold one – don’t be in the minority …
YOUR WINDOW ON MONEY
Winter 2025/26 – inside this issue
In the news // Future ready: Tune into Budget changes now // Make life insurance a New Year priority // Breaking the retirement mould – flexi is the future // Kick off 2026 on top of your tax numbers // Small pension boost can make a big difference …
YOUR WINDOW ON MONEY
Autumn 2025 – inside this issue
In the news // Online fraudsters target UK investors // Gen Z – betting on an inheritance // The retirement landscape – hybrid working changes the scene // Unspent pensions to be included in IHT from 2027 // Life insurance – time to redress the gender gap // Autumn Budget – forward thinking …
YOUR WINDOW ON MONEY
Summer 2025 inside this issue
In the news // Get Budget-ready this summer // ‘Squeezed middle’ falling into ‘protection gap’ // Financial empowerment for retirement control // How the ‘great wealth transfer’ impacts you // Gen X stash the cash // Why ‘keep calm and carry on’ pays off for investors …
YOUR WINDOW ON MONEY
Spring 2025 inside this issue
In the news // Kickstart the new tax year with confidence // Surging demand for protection insurance – are you covered? // Closing the investing gap // Pensions and IHT: what you need to know now // Four in five clients see financial advice as ‘value for money’ // Navigating uncertainty together …
The information contained within our newsletters is for information purposes only and does not constitute financial advice.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.