Window on Wealth
Welcome to our wealth management newsletter Window on Wealth. Each edition is packed with articles covering many of the key wealth management challenges and questions currently facing savers and investors.
Winning like a World Cup champion
A diversified portfolio that includes equities from multiple geographic regions can help investors manage risk (but does not eliminate it) and capture opportunities wherever they emerge. Just as the World Cup showcases talent from every continent, global markets offer different sources of growth, income, and opportunities. And just as in football, it does not guarantee positive returns. Read more about geo diversification here.
Pensions at a turning point
From 6 April 2027, significant changes are proposed to take effect in how pensions are treated for Inheritance Tax (IHT) purposes. Read more about the changes here.
Investing for children
As part of our partnership with Scottish Motor Trade Association (SMTA), here is our latest article to appear in their magazine Scots AUTOSCENE. Assistant Head of Wealth Management Gary Stirling discusses investing options for children. Read here.