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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

As we move into the second half of 2026, we continue to navigate a changing landscape. Against a backdrop of political changes, shifting market expectations, rapid advances in artificial intelligence, and new rules for pensions and ISAs on the horizon, the decisions you make today could have a lasting impact on your financial wellbeing in the years ahead.

04 What do you need to save for the retirement you want?06 How the 2027 Pension IHT changes could affect you - and what to do now08 Prime Minister Burnham - How long will the honeymoon last?10 What the 2027 cash ISA changes mean for your savings12 SIS Pitches ‘powering more play’ at the FIFA World Cup14 World Sporting Events16 Why financial advice still matters in the age of AI18 Meet the adviser - Charlotte Fletcher

Back issues of Insight

Insight Summer 2022

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Autumn 2021

Summer 2021

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Insight Autumn 2020

Insight Summer 2020

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Insight Summer 2019

Insight Autumn 2019

Insight Spring 2019

Insight Winter 2019