Please click on the link below to view our latest report for January & February 2019. This edition contains a number of different articles to help you successfully grow and protect your wealth. Please click here to view and download the report. Topics in this issue include: New Year’s Tax Saving Resolutions Building a nest […]
Category Archives: Publications
07
Nov
Nov
Please click on the link below to view our latest report for November & December 2018. Please click here to view and download the report. This edition contains a number of different articles to help you successfully grow and protect your wealth. Topics in this latest issue include: Building wealth for a solid future Relationship […]
03
Sep
Sep
Please click on the link below to view this September 2018 Special Edition Guide to SIPPs. Please click here to view and download the guide to Self-Invested Personal Pensions (SIPPs) and how to take greater control of your retirement plans. Risk Disclaimer: The value of investments and the income you get from them may fall […]
03
Sep
Sep
Our latest report for September 2018 is available to view and download. Click here to view and download the Guide to Asset Allocation: Reflecting your Future Capital or Income Needs. This report contains a number of different articles to help you successfully grow and protect your wealth. Risk Disclaimer: The value of investments and the […]
03
Sep
Sep
Please click on the link below to view our latest report for September & October 2018. Please click here to view and download the report. This edition contains a number of different articles to help you successfully grow and protect your wealth. Topics in this latest issue include: Later Retirement Pension savers risk a significant […]
03
Jul
Jul
Please click on the link below to view our latest report for July & August 2018. Please click here to view and download the latest issue. This edition contains a number of different articles to help you successfully grow and protect your wealth. Topics in this latest issue include: Back to the Future: Visualising what […]
23
May
May
Trusts come in many flavours, all of which may be of some use in wealth planning. This article aims to demystify some of the different types of trusts there are and what they do. Bare trust The simplest form of trust, often used for young beneficiaries, is a bare trust. Bare trusts allow beneficiaries to […]
23
May
May
We often find that people who are highly paid have fewer assets than they think they should. A savings plan from 4 Shires might be what you need to get your finances back on track. By reviewing your monthly income and expenses, a savings plan can help you budget more effectively. We can help you […]
23
May
May
4 Shires offers clients access to an equity investment portfolio which can benefit from inheritance tax mitigation when passing their wealth to future generations. What is AIM? AIM was established in 1995 by the London Stock Exchange (LSE) with the mission to help young and dynamic businesses to raise capital for growth and future development. […]
21
Mar
Mar
For many of our clients who invest in personal pensions (SIPPs) the tax situation can seem complicated. Large quantities of current pension regulation is full of jargon and terminology that requires professional qualifications. We highlight some of the main tax considerations for looking at pension saving, spending and inheriting. Every client is different, so please […]