5th September 2022

W B Baxter Investment Magazine September - October 2022

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 versionplease click here.

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Ilford, Essex,

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