Newsletter May-Jun 19

Page 1

MAY / JUNE 2019

INHERITANCE TAX N O LO N G E R S O M E T H I N G T H AT O N LY A F F E C T S T H E V E RY W E A LT H Y

NEW TAX YEAR The key changes you need to know

WHY SILENCE ISN’T NECESSARILY BLISS Over six million adults refuse to discuss their Will with loved ones

BUILDING A DIVERSE PORTFOLIO Time, patience and making informed decisions

TRACING A LOST PENSION Nearly ÂŁ20 billion unclaimed money and growing


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