Welcome to the final issue for
2017, featuring news, opinion,
insights and analysis to help
you navigate the complexities of today’s
Inside this issue, we talk about estate planning,
which is an extremely emotional subject as people
generally don’t like talking about money or death.
On page 10, we comment on new research that
shows some people would like to talk about this
subject but haven’t found the right time or just don’t
know where to start. This is worrying considering
Inheritance Tax receipts increased by 22.9% in the
first quarter of this tax year, according to data from
the Office for National Statistics.
If you’re still working, what kind of life would you
like to lead when you’ve said goodbye to the 9-to-5?
On page 04, we look at the importance of saving for
retirement and how to turbocharge your pension if
you want the financial freedom to enjoy your later
years. After all, you’ll still want to do all the things
you love now – and probably a few others too.
As part of Budget 2017, Chancellor Philip
Hammond announced an extra £2 billion of funding
for social care and paved the way for major changes
to how people pay for it. But people in the UK are
still underestimating the cost of elderly care every
year, according to new research. Turn to page 06 to
read the full article.
The full list of the articles featured in this issue
appears on page 02.
To ensure your wealth is working for you or to
discuss any of the articles featured inside this issue,
please contact us.