Smart Wealth June newsletter

Welcome to our Smart Wealth June newsletter, bringing together our latest news, articles, and guides.

In this edition, we’re focusing on the following themes:

• Dwindling AIM and the end of 100 per cent inheritance tax relief
• Shrinking public markets see investors look to burgeoning private markets for growth

You’ll also find the latest insights from our Smart Money series, featuring articles on several key financial planning topics.

Additionally, you will find our latest Market Briefing and our latest Investment Debrief focusing on tax-free cash and pension decisions.

If you have any questions, please do not hesitate to contact us.

Get in touch:

Please contact your Foster Denovo Partner or email advise-me@fosterdonovo.com or call 0330 332 7866 for more information.

Foster Denovo Private Wealth is a trading name of Foster Denovo Limited, which is authorised and regulated by the Financial Conduct Authority. Registered office: Foster Denovo Limited, Ruxley House, 2 Hamm Moor Lane, Addlestone, Surrey, KT15 2SA.
Telephone: 01932 870 720  |  Email: info@fosterdenovo.com  |  Website: www.fosterdenovo.com