Essentially Wealth – Quarter Four 2021

Overview

AUTUMN: A TIME OF PREPARATION

Traditionally, autumn has been a time of harvest; of preparing for the long winter ahead. These days, we’re more likely to be hunkering down indoors as the days get shorter. Even so, as a season associated with change and preparation, autumn is still an excellent time to get things in order.

PRE-INHERITANCE’ GAINING PROMINENCE

Social media has infiltrated our everyday lives, bringing both positive and negative impacts.

Issues relating to intergenerational wealth and the growing need to provide financial assistance to the younger generation have become a recurring theme in today’s society and, with so many people now benefiting from inheritance pay-outs, this has inevitably led to more and more family conversations about ‘pre-inheritance’.

WATCH OUT FOR SCAMS,HMRC WARNS STUDENTS

University students taking on part-time work could be vulnerable to scams this year, Her Majesty’s Revenue and Customs (HMRC) has warned.

WORKING TOGETHER TO TACKLE THE CLIMATECRISIS – THE INVESTMENT INDUSTRY STEPS UP

Held in Glasgow in November – COP26 – the United Nation’s 26th Conference of the Parties is recognised as the most important climate change event since the 2015 Paris Agreement.