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Insight

Quarterly newsletter

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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

The new tax year brings a natural opportunity to review finances and 2026/2027 comes with meaningful changes that could affect how we report income, plan succession and structure family wealth.

04 10 key tax changes from April 2026.06 Investing through a crisis: what the Iran war means for markets.08 Inheritance Tax changes after April 2026 - what business owners need to know.10 Help your loved ones by creating a ‘just-in-case’ folder.12 Important tips for university students and their parents.14 Are you thinking about buying an electric vehicle?16 The new Wills Bill: What could change and what it means for your estate plan.18 Meet the adviser - Jacob Proudfoot

Back issues of Insight

Insight Spring 2026

Insight Winter 2026

Insight Autumn 2025

Insight Summer 2025

Insight Spring 2025

Insight Winter 2024

Insight Autumn 2024

Insight Summer 2024

Insight Spring 2024

Insight Winter 2024

Insight Autumn 2023

Insight Summer 2023

Insight Spring 2023

Insight Winter 2023

Insight Autumn 2022