One Four Nine Wealth Magazine – July/August 2025 – Issue 18
Welcome to the July/August 2025 issue of One Four Nine Wealth bi-monthly magazine.
In this issue, we explore a new study that reveals a startling insight. As many as one in six (15%) individuals with a partner are unclear about who will receive their pension savings if they pass away before accessing them1. Even more concerning, this figure rises to nearly one in five (18%) among the Silent Generation (aged 79 and older).
Such statistics highlight the urgent need for improved awareness and planning regarding pension inheritance. This lack of clarity can lead to legal complications and emotional distress for loved ones when distributing these assets.
We then delve into your accumulated wealth over your lifetime. Passing on any remaining wealth to your chosen beneficiaries in the most tax-efficient way is important to us all. We explain why planning ahead ensures that a greater portion of your wealth ends up in the hands of the people and causes you care about most. It also provides peace of mind for you and your loved ones.
Market volatility is an inevitable part of investing, influenced by factors such as geopolitical events like the invasion of Ukraine, trade wars, inflationary pressures, and changes in interest rates, which can cause significant market fluctuations. We cover why it is crucial to focus on strategies that mitigate the impact of turbulence and keep your long-term goals on track. Similarly, retiring abroad may seem like a dream come true, but it could come with hidden financial costs for some British pensioners. We examine why understanding your entitlements and planning can make all the difference.
Read issue 18, July/August, below.
The next issue will be September/October 2025.
1 The research was conducted by Censuswide among a sample of 2,000 general consumers who have a partner, whether married, in a relationship or a civil partnership. The data was collected between 07/02/25 and 10/02/25.
