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 £20 billion unclaimed money and growing