Spring Edition 2025
Summary:
- Positioning portfolios in a protectionist world
- HNWIs face gaps in retirement and succession planning – time to prioritise!
- Women put children first in succession planning
- Personal finance positivity on the up
- AI financial fraud hits 42%
- Your pension and IHT
- Bridging the generational wealth gap: securing financial stability
- Investment megatrends for 2025 and beyond
Winter Edition 2025
Summary:
- Preparing for the longevity megatrend in an uncertain world
- Taking steps to avoid a retirement overspend
- 17 out of 21 sectors raised dividend payments in Q3
- Family tensions over money talks – time to break the taboo
- Dive into ’25 on top of key tax changes
- End of tax year IHT recap – gen up on gifting allowances
- Pension pulse – a reminder for ‘25
- The changing face of retirement – as the traditional ‘hard-stop’ is consigned to history
Summer Edition 2024
Summary:
- Financial well being has many facets
- Your bonus, your pension?
- Are you a magpie investor?
- Your pension and the next generation
- Brighter outlook for global economy as inflation eases
- Don’t score an own goal: check your pension is protected
- What you need to know about behavioural investment
- Divorces held back by financial consideration
Spring Edition 2024
Summary:
- What could this election year have in store for investors?
- Investor confidence returns
- A plan to grow the economy
- IHT receipts at record levels
- Reaching self-actualisation in retirement
- Where next for the global economy?
- Transfer window
Winter Edition 2024
Summary:
- Preparing portfolios for resilience in 2024
- Global dividends – encouraging growth?
- Who wants to be an (ISA) millionaire?
- More people choose living inheritances
- One million more over-65s still at work
- ‘110 measures’ to grow the economy
- The financial pitfalls that primarily affect women
- Powering up your pension
- Living the retirement dream
- Financial advice: much more than the bottom line
Autumn Edition 2023
Summary:
- Lifetime allowance removal provides pension boost
- Megatrends are defining the future
- overcome the complexities of succession planning
- More pension savers want to exclude oil
- Artificial Intelligence (AI) to be regulated
- Dividend Allowance cuts: implications for investors
- Understanding your behavioral biases
- Spot the dog fund
Summer Edition 2023
Summary:
- Signs of optimism in global economy
- Capital Gains Tax Residential Property Disposals 60 day reporting
- HNWIs cutting pension contributions
- Achieving real financial empowerment
- IHT goes mainstream
- Pensions – what’s changing
Spring Edition 2023
Summary:
- Investor confidence returns
- Taking steps to offset fiscal drag
- Spring Budget Recap
- Transferring wealth, your way
- Are you a wealth accumulator?
- A pension – the best (retirement) gift for your child
- Taxman on the trail of unpaid IHT
Autumn Edition 2021
Summary:
- Grounds for economic optimism as we journey through the autumn
- Muddy waters swirl around IHT
- COVID prompts uplift in grandparental support
- COP26 – working together to tackle the climate crisis
- Balancing money and mindset to become a financial wellbeing ‘all-rounder’
- Sudden Wealth Syndrome: dealing with a financial windfall
- ‘Noise’ blocking – good for your portfolio
Summer Edition 2021
Summary:
- Reasons to be cheerful
- Summer may be here but what about the LTA freeze?
- Dividend decline slowing
- COVID: Changing the way we invest
- Retirees tempted by ‘risky’ investments
- Saving for private education
- ‘Secret accounts’ slow the probate process
- Rising inheritances and deficit may hasten IHT change
Spring Edition 2021
Summary:
- Vaccines put a spring in investors’ step
- The world’s happiest retirees
- A little more than a year after coronavirus hit our shores…
- More people accessing pension cash
- ESG: A megatrend here to stay
- Third of retirees financially supporting family
- Dividends down 44% year-on-year
Winter Edition 2020
Summary:
- Glimmers of hope for the New Year
- IHT receipts fall for first time in a decade
- New Year’s resolution? Get to know your pension age(s)
- Retirement – it’s not ALL about your finances
- ESG on the business agenda in 2021
- Awaiting the green shoots of spring? Use your time effectively
- COVID heightens intergenerational issues
Autumn Edition 2020
Summary:
- Coronavirus – a black swan event?
- Are you on your best investor behaviour?
- A turning point for ESG investing?
- Dividend cuts – not all bad?
- 100-word briefing: the first Budget
- Where now for the global economy?
- Financial lifeboat for large balances
Summer Edition 2020
Summary:
- Keep your retirement plans on track
- Spreading risk has always made sense
- Estate planning – making plans to protect your family’s financial future
- Global economy braced
Spring Edition 2020
Summary:
- The Great Wealth Transfer: why it’s good to talk
- Key points from the Spring Budget
- Under the spotlight – the first Budget of the decade
- Women and pensions
- Weathering the storm together
- The ebb and flow of economic hopes
Spring Edition 2019
Summary:
- Are the best things in life really free?
- Spouses unnecessarily paying tax on inherited ISAs
- Women risk becoming pension poor on divorce
- Staying out of the dog house
- Wealth divide between the generations widens further
- Money – why it’s good to talk
- Pensions: tapered annual allowance breaches double
Winter Edition 2019
Summary:
- Volatility and me
- What the 2018 Budget means for older people
- Number of working women aged 60-64 has doubled
- Gifting early to avoid IHT
- Trends in baby boomer retirement plans
- Where we spend our money
- Over-55s feel the pinch from being the ‘Bank of Mum and Dad’
Autumn Edition 2018
Summary:
- What’s in store for the global economy?
- Before you take money out of your pension – read on
- The average person needs at least £260,000 for retirement
- One in seven will be paying their mortgage at 70
- Pension withdrawals hit £2.3bn
- IHT – under the spotlight
Autumn Edition 2018
Summary:
- What’s in store for the global economy?
- Before you take money out of your pension – read on
- The average person needs at least £260,000 for retirement
- One in seven will be paying their mortgage at 70
- Pension withdrawals hit £2.3bn
- IHT – under the spotlight
Summer Edition 2018
Summary:
- What does retirement planning mean for you?
- Is it time to let the ‘dogs’ out?
- Drawdown – A popular choice, but advice is essential
- The rise of the part-time pensioner
- Protecting the elderly from financial abuse
Spring Edition 2018
Summary:
- Tax traps the Bank of Mum and Dad should avoid
- Millions relying on just £7k in retirement
- Cash flow planning – your road map for the future
- More women are working into their 70s
- Time to temper your return expectations?
Winter Edition 2017/2018
Summary:
- Over £40m stolen from pensioners
- Older workers facing the pressure of intergenerational needs
- If you employ a nanny or a cleaner, you may need to set up a pension
- Pensioners in drawdown fear running out of money
- Ready to invest? Here’s how to get started
Autumn Edition 2017
Summary:
- Millions of Women will be poorer due to State Pension Changes
- Winter is coming – what lies ahead?
- Inheritance Tax: the government rakes in £5bn
- Retired Households hand over £7,400 to the taxman
- Will your pension go to the wrong person?
- How much will you spend in retirement?
Spring Edition 2017
Summary:
- Does how you invest reflect your generation?
- Are you facing a mid-life savings crisis?
- Investment risk and volatility – how to keep your cool
- Pension savers set to miss out on unclaimed tax relief
- What families need to know about the residence nil-rate band
Winter Edition 2016
Summary:
- Gen O struggling to save
- Investment risk – where are you on the spectrum?
- Self-employment booms amongst women – but pensions suffer
- Pension scams – more stolen than first thought
- IHT Planning for couples – changes you need to know about
Autumn Edition 2016
Summary:
- KNFP serving up a slice of advice for 10 years
- Could you take a sabbatical?
- Have you hit your peak?
- Where now for investors?
- Wealth managers raising their game to attract Millennials
- Investment jargon – busted
Summer Edition 2016
Summary:
- ISA – flexible rules on withdrawals
- Choosing to diversify your portfolio
- Meeting the needs of last-time buyers
- The importance of advice – dealing with market volatility
- The new Lifetime ISA – what you need to know