Lexington Times (June 2025)

You Stop. Your Money Shouldnt.

After two remarkable years in the financial markets, February and March brought a return to a more familiar pattern. But here’s the reality check we all needed: After two years of very little volatility, this is the market behaving precisely as we should expect it to.

Get Ready: More Reporting Required for Directors from April 2025.

From April 2025, directors of owner-managed businesses will need to provide more detail when filing their tax return for the 2025/26 tax year. This follows a confirmed update by HMRC, introducing extra reporting requirements designed to improve the quality of information they collect.

Pensions and Inheritance Tax: What You Need to Know Before 2027

At Lexington Wealth, we’ve always seen pensions as more than just retirement vehicles, they’re long-term wealth builders and, until now, a highly effective way to pass assets to loved ones tax-efficiently. The government has announced a significant change, read on to find out more.

THE STOCK MARKET (UPDATED JUNE 2025)

The key benchmark you should care about is achieving all of your financial and life goals and not running out of money.

The Unimportant Numbers – 1 Month

Monthly figures are a distraction from your long-term goals, we’ll help you avoid the noise.

The Important Numbers – 30 Years

Investing in the Great Companies of the World has produced life-changing returns for the disciplined and patient investor.

RATIONAL OPTIMISM

The media is not a friend of the disciplined and patient investor. Whether it’s on TV, Print or Online, the media prefers to focus on short-term returns, market predictions, and negative news. Which is not suitable for a long-term investor.

Below are the stories, podcasts, and images which we wanted to share with you this month, which are uplifting, interesting and informative.

These links below will take you to articles on other websites.

Interesting News

We present the following as an antidote to the onslaught of negative news.

Further Reading

Here are some articles you may find interesting this month.

Listen & Watch

  • The Spending Practice (Apple Podcasts)
    Every financial decision is an opportunity to become more aligned with who you truly are.
  • Do You Have a Strategy for Your Life? (YouTube)
    No one aspires to a life of unhappiness. But that’s exactly the strategy we so often unwittingly pursue. Here’s how to avoid that fate.


A Picture is worth 1000 Words