How to deal with pension and Inheritance Tax changes announced in the Budget and more from our latest update

We are excited to introduce our new monthly electronic newsletter, designed to keep you informed with insights tailored to your financial journey.

This newsletter combines two key elements:

1. Wealth Management Commentary

A curated selection of educational and topical content focused on wealth management, covering key areas such as financial planning, market updates, and strategies to help you achieve your goals.

2. Window on the World

Brought to you by Verso Investment Management, this section provides an in-depth view of global markets, economic trends, and our investment perspectives to help you stay ahead in an ever-changing financial landscape.

By merging these elements, our newsletter aims to ensure you receive high-quality, insights and updates — all in one convenient communication.

What to Expect:

• Timely and relevant investment insights
• Educational content to support your financial decisions
• Highlights on trends and topics that matter to you

This is part of our commitment to providing you with the tools and knowledge you need to make informed decisions about your financial future.

We’re here to support you every step of the way. If you have any questions or would like to discuss any topics featured in the newsletter, please don’t hesitate to reach out to your adviser.

Now, onto this month’s articles.

First, following the Budget, pensions could be subject to Inheritance Tax in the future. Here, you can discover three ways to manage this change and adapt your long-term financial plan.

Second, the festive period could be the perfect time to impart some financial wisdom to your family. Read here to learn about five financial topics worth raising with your children and grandchildren so they can develop healthy money habits.

Finally, make sure you read through our in-depth Window on the World update, which includes helpful information regarding bond yields, investment insights about the Budget, and a glance at global markets.??

If there’s anything you’d like to cover in a future update, please do let us know. And, from all at Verso Wealth Management, we hope you have a wonderful Christmas and a happy New Year.

Thanks for reading, and we look forward to seeing you in 2025.