This magazine focuses on the following topics:

• INHERITANCE TAX RECEIPTS REACH £6.1BN – What if I could make my wealth more tax-efficient?
• GREAT WEALTH TRANSFER – Preparing both ‘the family’ and ‘the money’ for the transition of wealth to the next generation
• PUTTING LIFE ON HOLD – Cost-of-living crisis delays homeownership, having children and retirement
• CASH MAY NOT BE KING – Deciding whether to withdraw cash from your pension pot
• ARE YOU SAVING ENOUGH FOR RETIREMENT? – One in six over-55s have no pension savings yet
• BRINGING PENSIONS TOGETHER – What to consider if you have multiple pension pots
• HOW TO PROTECT YOU AND YOUR FAMILY’S FUTURE – What kind of protection insurance do you need?
• NAVIGATING THE HIGHER RATE TAX FREEZE – Minimising the impact on your personal finances

To download the full version, please click here.

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