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  • Gareth Wright

Wealth Newsletter Q3 2021

We are pleased to attach the Q3 edition of our Essentially Wealth magazine that provides you with the latest financial planning news together with a selection of thought-provoking articles and insights.


In this edition we cover several topical and important issues including:


  • A Great British summer

  • The influence of social media on younger investors

  • Improving your pension confidence

  • Could the deficit and rising inheritances accelerate IHT change?

  • A changing investment perspective

  • Saving for a pension later in life?

  • School fee planning – begin on day dot

  • Protecting your pension from long COVID

  • Lockdown savings result in six-year ISA high

  • Investment scam myths you should ignore

  • Do you understand your pension benefit entitlement?


If you have any questions about any of the issues raised in the magazine and how they might affect your financial plans and objectives, please don’t hesitate to call us to discuss them.



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