Insights & updates
Financial planning news & expert commentary.
Our regular client newsletter brings together market commentary and financial planning insights from leading UK asset managers, insurers and platform providers, curated by our network partner 2plan wealth management. Each summary below highlights the key points and links to the full PDF.
Edition 50 — inheritance tax reforms and staying invested through volatility
The confirmed April 2027 pension IHT change, growing numbers of families caught by inheritance tax, and the case for staying invested through market volatility. Six pieces from Fidelity, Zurich, LGT W…
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Edition 48 — annuities, IHT and diversification
Retirement income, inheritance tax and the case for diversification ran through this edition. Six pieces from Scottish Widows, Quilter, Parmenion, 2plan, Omnis and Aberdeen — the editorial summary is …
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Edition 47 — the five-year retirement runway, IHT-free gifting, and staying calm through markets
This edition looks at planning the last five years before retirement, using excess income to gift tax-free, why Omnis reduced UK equity exposure in 2025, and how emotions can derail investment plans. …
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Edition 46 — the pension IHT double-tax, spotting scams, and 2025 financial goals
This December edition covers the Autumn Budget 2024 changes — most notably the plan to bring pension pots into inheritance tax — plus warning signs of financial scams, starting 2025 financially strong…
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