In our third quarterly bulletin of 2022 we cover a range of financial topics to keep you informed.
With the next 30 years set to witness the largest ever intergenerational passing of wealth, the need for inheritance advice has never been greater. Intergenerational planning, can also help with more immediate financial needs.
In our quarterly bulletin this month we begin by looking at some of the concerns and needs of intergenerational planning and how families can work together to maximise wealth across the generations.
We then look at some of the challenges ahead for investments. Our quarterly update also includes some recent announcements regarding tax changes. However although correct at the time, a number of these have now changed or may change further given the recent political developments.
We then run through some startling findings on fraud and what fraudsters are currently focusing on and what to be aware of.
Finally we discuss COP27 and what it may mean for everyone and especially investors.
As always – if you wish to discuss any of the areas within our newsletter, or your wider financial planning then do let us know.
Click below to download the Autumn Edition of the Quarterly Financial Bulletin
It is important to take professional advice before making any decision relating to your personal finances. Information within this newsletter is based on our current understanding of taxation and can be subject to change in future. It does not provide individual tailored investment advice and is for guidance only.