We hope that this newsletter finds you well!
As August unfolds, we find ourselves in that familiar mid-summer moment where the pace of life feels just a little slower – yet the world keeps moving at full speed.
In global markets, investors are navigating a mix of optimism and caution. Central banks are signalling a more measured approach to interest rate changes, while shifting trade dynamics and technological innovations continue to shape the financial landscape. Closer to home, UK inflation figures are being watched closely, with implications for both savings strategies and investment opportunities.
The headlines this month range from significant international summits, technological breakthroughs to the continuing challenges posed by climate events across the globe. Each story is a reminder of how interconnected the economic and political landscape has become.
Beyond finance, the world is alive with events – from major sporting spectacles to record breaking travel seasons – a reminder that even in uncertain times, people are seeking connection, experience and growth.
In this edition we bring you our thoughts on preparing for retirement and the countdown from 10 years left to go, to the final year. With family in mind, we provide information on how you can help your children by becoming the Bank of Mum and Dad. In keeping with the family theme our final article is on Inheritance Tax (IHT) and the recent changes that have been made and why it is never been more important to work with professional financial advisers like ourselves to make sure everything is set up, in the way that you want it, for when you are no longer here.
We hope you enjoy this month’s edition, and as always, we’re here to help you make sense of the bigger picture – both in the markets and in life.
Kind regards
Simon Lister
Director & Independent Financial Planner
Quote Of The Month
“Wealth consists not in having great possessions, but in having few wants.”
Epicetus
