Your Window on Wealth Summer 2026

Our latest Wealth newsletter explores retirement planning, investing through uncertainty, IHT changes and wealth preservation. Read the latest insights to help support your long-term financial goals.

  • New research has found that 61% of parents with children over 18 are providing financial support
  • Findings suggest that many are continuing to prioritise long-term financial goals over short-term market volatility
  • While the 2027 reforms will reshape how pensions are treated on death, immediate action is not always advisable
  • The inclusion of pensions in IHT calculations from 2027 is accelerating the shift towards lifetime gifting
  • It is important to get tailored advice to work out the best ways to adjust to your unique circumstances
  • As people are living longer, retirement planning increasingly spans multiple decades, giving a large window to prepare