Moneywise Newsletter – Autumn 2016

This quarter has been extremely significant with the surprise referendum result to leave the European Union on 23 June. The country has entered a period of uncertainty in terms of the economy so keeping up with the latest news is vital. In the autumn edition of our newsletter, we explore the most important developments in the world of financial planning and we hope you enjoy reading it.

moneywise-autumn-2016-coverOur feature this edition is, unsurprisingly, around the referendum result. ‘Brexit fallout: what are the implications?’ looks especially at the implications for investors and the importance of a diversified investment portfolio to weather turbulent times.

Our other stories include:

  • About to withdraw your pension benefits? If you are going to turn your pension fund into a retirement income in the near future, the outcome of the EU referendum has complicated matters.
  • Single-tier pension blues The Department for Work and Pensions is sending out bad news to over 100,000 people who will not be receiving the pensions they expect.
  • Inheritance tax: the silent tax collector The government’s receipts from inheritance tax have been rising much faster than the yield from other taxes. How can you mitigate your contribution?


We hope you find the contents of this newsletter useful and informative and, as always, let us know if you think you may be affected by any of the topics in this edition.


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