Our latest edition of Financial Focus is now available to read.
In this summer issue, we explore a range of topical financial planning themes, including the future of pensions, the impact of inflation, investment scams, Junior ISAs, charitable giving and inheritance tax planning.
With the World Cup capturing attention this summer, our feature article looks at what investors can learn from football fans about patience, discipline and playing the long game. Markets, like tournaments, can produce unexpected results, but reacting too quickly to short-term events is not always the best strategy.
This edition also covers:
- How the Pension Schemes Act 2026 could reshape pension provision in the years ahead
- Why longer life expectancy may mean reviewing retirement plans
- How parents and grandparents may be able to make use of Junior ISA allowances
- Why inflation remains an important factor in financial planning
- The rise in investment scams and how to stay alert
- Charitable giving and inheritance tax planning considerations
- Updates on NS&I rates, tax receipts and pensions within inheritance tax
The newsletter is designed to provide general information and useful points to consider. It is not personal financial advice, so please speak to us before making any decisions based on the content.
Read the full Summer Financial Focus newsletter here:
If any of the topics covered raise questions about your own financial planning, please get in touch with the OCM team.
