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 […]
Category Archives: Publications
05
Oct
Oct
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 […]
15
Jul
Jul
Welcome to our July/August 2021 edition of Wealth Matters, now available to view and download here. Inside this issue, the unique combination of tax breaks and flexible access available to pensions makes them a compelling choice when saving for retirement. On page 8 we look at one of the key benefits of saving into a […]
14
May
May
Welcome to our latest edition of Wealth Matters, now available to view and download here. As we enter another new phase in the coronavirus (COVID-19) pandemic, each UK nation has set out a roadmap out of lockdown, a positive sign that we can hopefully start to get back on track both financially and emotionally. It’s […]
16
Mar
Mar
Welcome to our latest edition of Wealth Matters, now available to view and download here. At the time of publishing, Chancellor of the Exchequer Rishi Sunak had not delivered his Budget 2021 speech. We’ll look at the key announcements and how these could affect your personal, family and business finances in the next edition. You’ve […]
24
Feb
Feb
The latest 4 Shires Investment Commentary for Winter 2020, is now available to view and download here. Our highly regarded Quarterly report provides detailed information on keycurrent topics and market activity. This edition includes: Global Outlook Brexit Update – Outlook for Britain European Politics – A Changing of the Guard U.S. – The New Democrat […]
11
Feb
Feb
Welcome to our first edition of Wealth Matters for 2021. In a year of renewal, hopefully we’ll see a world that is steadily returning to normal, while also rapidly accelerating into a transformed future. Although lockdown restrictions have eased in some areas, the coronavirus (COVID-19) pandemic will continue to impact on our lives in many […]
27
Nov
Nov
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 […]
07
Oct
Oct
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, […]
30
Sep
Sep
Planning for a successful retirement should open the door to an interconnected approach rather than product-based solutions