Welcome to our July/August 2024 edition of Wealth Matters, now available to view and download here. Nobody wants to consider what would happen if they became too ill to support their family financially. Financial protection is essential to creating a secure future for your loved ones, but understanding what cover you may need can be […]
Tag Archives: financial planning
10
May
May
Welcome to the latest edition of Wealth Matters, now available to view and download here. As we embark on the new tax year, on page 8, we consider why reviewing your pension savings strategy presents an opportune moment, setting a solid foundation for future financial stability. Early attention to your private pension at the onset […]
18
Jan
Jan
Welcome to the latest edition of Wealth Matters, now available to view and download here. The tax landscape has witnessed considerable changes, making the situation more challenging for taxpayers and investors alike. As we near the end of the 2023/24 tax year on 5 April, every taxpayer should understand the importance of this date and […]
14
Nov
Nov
Welcome to our November 2023 edition of Wealth Matters, now available to view and download here. As you sail into your 50s, it becomes pivotal to consider your financial strategy. Life has likely found a steady rhythm by now. Children have probably taken flight, becoming financially self-sufficient, and the idea of reducing work hours or […]
14
Sep
Sep
Welcome to our September/October 2023 edition of Wealth Matters, now available to view and download here. In this issue, we look at investment bonds and explain how they offer several benefits that some investors may be missing out on, which have become even more beneficial due to recent changes in tax regulations. This follows last […]
12
Jul
Jul
Welcome to our July/August 2023 edition of Wealth Matters, now available to view and download here. In this issue, a comfortable retirement is a common financial goal, and contributing to a pension is essential to achieving it. Although retirement may appear distant at the moment, there’s much to consider. Let us assist you in navigating […]
11
May
May
Welcome to the latest edition of the 4 Shires Investment Commentary for Winter 2023, now available to view and download here. Our highly regarded Quarterly Investment Commentary Report provides detailed information on current topics and market activity. In this edition, we focus on the latest market developments including: Is it time to buy into cyclical […]
15
Mar
Mar
Welcome to our March/April 2023 edition of Wealth Matters, now available to view and download here. In this issue, financial planning can be a daunting and uncomfortable conversation for many, but thankfully attitudes towards talking about money are changing. Wealth succession should be an integral part of your financial plan as early as possible – […]
16
Jan
Jan
Welcome to our January/February 2023 edition of Wealth Matters, now available to view and download here. With the current tax year having begun on 6 April 2022, the clock is ticking and it is important to utilise all the tax reliefs and allowances available to you before 5 April 2023 in order to minimise any […]
15
Nov
Nov
Welcome to our November/December 2022 edition of Wealth Matters, now available to view and download here. As the cost of living continues to soar, with inflation reaching a 40-year high, the impact on household finances is taking its toll. But it is essential to try to maintain a savings habit even in the current climate. […]