Financial Resolutions

Please click on the link below to view our latest report for January & February 2020. 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 covered include: ISA Returns of the Year 2020 Financial Resolutions Tax-Efficient Investing […]

Guide to Planning For Your Retirement

Please click on the link below to view our special Edition Guide to planning for your retirement for November 2019. If you would like tips on planning for your retirement please read our guide by clicking here. Contents for the guide include: Saving adequately for the future Tax relief and pensions Pension lifetime allowance State […]

Investment Commentary Q2 & Q3 2019

The latest 4 Shires Investment Commentary for Q2 & Q3 2019, is now available to view and download. Click here to view the investment commentary online. The topics in this commentary include: Clouds on the Horizon, Sun coming through Monetary Distortions, Negative Interest Rates The UK Election & The Economy European Property Activity US Election […]

Cultivate the Art of Patience

Please click on the link below to view our latest report for November & December 2019. 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: How much do you need to […]

Understanding Investment Risk

Please click on the link below to view our latest report for September 2019. Please click here to view and download the guide to understanding investment risk. This edition contains a number of different articles to help you successfully grow and protect your wealth. Risk Disclaimer: The value of investments and the income you get […]

Choppy Waters – Navigating Volatility

Please click on the link below to view our latest report for July & August 2019. 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: Smart investments – pension or ISA? The […]

Inheritance Tax

Please click on the link below to view our latest report for May & June 2019. 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 issue include: Key changes for the new Tax year […]

Guide to Year End Tax Planning

For key tax and financial planning tips before the tax year end on 5th April, read our latest March 2019 report by clicking here. Topics in this issue include: Income tax Transfer of income-producing assets Pension contributions (including for spouses and children) ISAs Capital gains tax Investments Dividend tax Remuneration strategies Gifting Residence nil rate […]

Life After Work

Please click on the link below to view our latest report for March & April 2019. 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: Planning for the retirement that you […]