27 July 2026
Welcome to your summer newsletter from Dodd Wealthcare, bringing you tips and insights about the issues affecting you and your finances.
Remember, we’re here to keep you informed throughout your financial journey, so be sure to reach out if there’s anything you’d like to see in these articles in future.
First up, with unused pensions set to become liable for Inheritance Tax from April 2027, some people are rushing to take their tax-free lump sum as soon as possible. Explore the pros and cons of taking your lump sum early, and why withdrawing from your pension requires careful planning.
Next, as your savings grow, your interest may be subject to a rising tax bill. Learn how to protect your savings from a growing tax liability and how we can support you.
Finally, 2026 has been full of economic and political uncertainty. Discover how such volatility can impact your emotional wellbeing and how you can help overcome financial stress.
If you have family, friends, or colleagues who would benefit from reading this newsletter, please feel free to share it.
Until next time…
