Welcome to the latest edition of Wealth Matters, now available to view and download here. Inside, we look at New Year’s tax saving resolutions to make sure you are fully utilising your relevant tax planning opportunities. With the tax year end (5 April) on the horizon, taking action now may give you the opportunity to […]
Category Archives: News
Welcome to our November/December 2021 issue of Wealth Matters. This issue was written prior to the Chancellor of the Exchequer, Rishi Sunak, presenting the second UK Budget of 2021 on Wednesday 27 October. We will look at the key announcements included in the Chancellor’s red box in the next issue. Click here to read the […]
Welcome to our September/October 2021 issue of Wealth Matters. Inside, we look at how having a financial plan in place early on can make it easier to manage your money further down the line. It’s never too early to make a financial plan. The sooner you work out your goals and start following a plan […]
The latest 4 Shires Investment Commentary for Autumn 2020, is now available to view and download. Our highly regarded Quarterly report provides detailed information on key current topics and market activity. This edition includes: Bidenomics – What Can We Expect in January 2021? Trade & China and The New 5 Year Plan Covid-19 – Vaccine […]
When was the last time you had a financial health check? Even if you have a solid financial plan in place, it still needs to be updated regularly to ensure it reflects any life changes. But what should your priorities focus on now? Is it time to turn your attention to your pension, your ISA, […]
Planning for a successful retirement should open the door to an interconnected approach rather than product-based solutions
What’s the reason for the boom in so-called ‘silver splitters’?
Please click on the link below to view our latest Wealth Matters report for September & October 2020. Click here to view or download the report. Topics in this latest issue include: Why Working and Retiring are No Longer Binary Terms Rewritten Retirement Rules Silver Splitters: Financial Fall-out of Divorcing in Middle Age Take it […]
Our highly regarded report provides detailed information on key current topics and market activity.
We spend our lives planning for our next holiday, for a family, buying aproperty, funding a child’s education and for the day we retire….but what does a successful life plan look like? Please click here to read the full article. Please contact us for further information on managing your financial affairs. Risk Disclaimer: The contents […]