End-of-year tax planning

The year is progressing as we thought it would, with lots of policy threats from the usual source, but limited disruption to markets. In such an informational storm, knowing when to react and when to ignore the commotion will be crucial.

Life’s major transitions whether sudden or expected can create emotional, practical and financial pressures. During these moments, having a clear, supportive financial plan can give you the confidence and space to make decisions at the right pace.

This guide outlines the key considerations across life’s major turning points, helping you move forward with clarity.

Planning for the future is about more than financial security. It’s about shaping a legacy that reflects who you are, what you value and how you want to support the people and causes that matter to you. Clear planning helps your wealth be managed intentionally and passed on in a way that aligns with your wishes, where possible.

This guide brings together the core considerations around inheritance planning, estate structuring and legacy design, helping you make informed, confident decisions.

With Greenland on President Trump’s bucket list of places to acquire, he’s threatened tariffs for any country opposing a “total” purchase. Stock markets are showing some nervousness, but we’re hopeful that the “Donroe Doctrine” will be another example of escalation followed by de-escalation.