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2026 FAMILY, PRIVATELY OWNED AND OWNER-MANAGED BUSINESS SURVEY

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Insight

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INSIGHT is our quarterly financial magazine packed full of useful and topical articles on financial planning and tax matters affecting you.

In this Quarter’s issue

In this edition, Justin Rourke, Head of Financial Planning, explores what the Budget means for your personal finances and the planning points not to overlook, while Future Money CEO Richard Cole examines the economic, political and technological forces influencing investment markets.

04 Are you financially prepared for the unexpected?06 What does inheritance tax reform mean for land and commercial property held in pensions?08 Earlier retirement made possible through joined-up financial planning10 Savouring the experience of fine dining12 Succession planning moves up the business agenda14 The mixed signals of investment markets and the political choices we face16 Autumn Budget 2026: Financial planning welcomes certainty, but don't forget what's coming18 Meet the adviser: Emma Copley

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