Hello and welcome to our latest e-newsletter.
We hope you’ve been enjoying the lift that April brings. With longer days, a bit more sunshine (hopefully!), and summer on the horizon, it’s a time of year that naturally feels a little more energising.
There’s certainly plenty happening in the world around us. From ongoing geopolitical tensions to shifting economic policies, the global picture remains mixed. Here in the UK, we’re seeing a steadier footing than in recent years, although markets are still responding to changes in interest rates, inflation expectations and continued advances in technology.
It’s a reminder that while headlines can feel busy, staying focused on long-term plans remain as important as ever.
Away from the financial side of things, this time of year often encourages a bit of a reset. As we move closer to summer, many people start to think about getting outdoors more, creating healthier routines, or simply taking a little time to recharge. Whether it’s a walk in the evening light, a holiday to look forward to, or small daily habits that support wellbeing, these seasonal shifts can make a real difference.
In this month’s newsletter, we’ll share with you a reminder on the dividend and other tax changes for 2026/27, an article on Inheritance Tax (IHT) and how we believe it is important to involve your children in those discussions. We also provide our thoughts on some considerations ahead of the cash ISA cut and let you know about the latest award we have received.
We hope that you enjoy, and find useful, this month’s edition of our e-newsletter and should anything you read prompt any questions then please do not hesitate to contact us – we are here for you!
Kind regards
Simon Lister
Director & Independent Financial Planner
Quote Of The Month
“Someone’s sitting in the shade today because someone planted a tree a long time ago”
Warren Buffett
