Your Window On Wealth Summer 2026 - HCR IFA
Your Window On Wealth Summer 2026

Your Window On Wealth Summer 2026

Our latest Wealth newsletter explores retirement planning, investing through uncertainty, IHT changes and wealth preservation. Read the latest insights to help support your long-term financial goals.

Key takeaways:

  • New research has found that 61% of parents with children over 18 are providing financial support
  • Findings suggest that many are continuing to prioritise long-term financial goals over short-term market volatility
  • While the 2027 reforms will reshape how pensions are treated on death, immediate action is not always advisable
  • Increasingly, families are exploring how to gift with control, such as placing assets into trusts
  • It is important to get tailored advice to work out the best ways to adjust to your unique circumstances
  • As people are living longer, retirement planning increasingly spans multiple decades, giving a large window to prepare