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INSIGHT

INSIGHT is our FREE quarterly financial magazine packed full of useful and topical articles on financial planning and tax matters affecting you. To download your FREE copy of INSIGHT and have future issues delivered directly to your inbox, subscribe using the form on our Financial Planning & Wealth Management page.

In this issue

04 Budget 2025: ISAs, pension salary sacrifice, and savings taxes

06 4 strategies to help reduce your Inheritance Tax liability

08 Your stories: Easibathe invests in staff wellbeing with tax-efficient Death in Service scheme

10 What the increased FSCS deposit protection limit means for you

12 Six financial New Year’s resolutions for 2026

14 Bull or bear? The opportunities and risks for markets in 2026

16 The importance of trusts in financial planning

18 Meet the adviser - Bianca Chibanda

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