Welcome to the Summer Edition. As the year draws to a close, we turn our attention to the UK’s shifting policy landscape and the practical steps clients can take to safeguard their financial future.
We begin with an analysis of the 2025 Autumn Budget, cutting through the noise to highlight the announcements most likely to affect planning, investment and taxation.
Pensions are also firmly back in the spotlight, with essential changes on the horizon that could alter retirement strategies in meaningful ways. Alongside this, we explore how clients might approach a significant cash windfall – balancing the desire for flexibility with the discipline of long-term investing.
For those in mid-life, our feature on Generation X explores how this “Forgotten Generation” can build the security they need in retirement. Meanwhile, families will find value in our piece on choosing the right protection policies to provide peace of mind in uncertain times.
Finally, we turn to inheritance and succession, unpacking the latest IHT reforms and their implications for family-owned farms and estates. This closing piece offers clarity on a complex area of planning that often carries both financial and emotional weight.
We hope this edition equips you with fresh insight and practical talking points as you guide your clients through the months ahead.
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