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 […]
Tag Archives: financial planning
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. […]
15
Jul
Jul
Welcome to our latest edition of Wealth Matters, now available to view and download here. It’s not surprising that the world of investing can seem complex, especially in the current global economic climate. Investors face an endless supply of market news, many investment choices and often-changing market conditions. There are a number of key principles […]
16
May
May
Welcome to our latest edition of Wealth Matters, now available to view and download here. Are you fed up with your nine-to-five? There are many factors that can influence when someone decides to retire. For some, it may be based on health reasons, while others may want to take advantage of government benefits or simply […]
16
Mar
Mar
Welcome to our March/April 2022 edition of Wealth Matters, now available to view and download here. Inside, we look at why now is the time to make sure you protect your wealth. The word ‘inflation’ had barely featured in the market’s vocabulary in the last three decades until it suddenly started to come back with […]
21
Jan
Jan
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 […]
07
Dec
Dec
Welcome to the latest edition of the 4 Shires Investment Commentary for Autumn 2021, 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: Supply chain problems Energy crisis in Europe […]
17
Nov
Nov
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 […]
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 […]
21
Aug
Aug
Welcome to the latest edition of the 4 Shires Investment Commentary for Summer 2021, 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: • Inflation Everywhere • Shipping – Bust […]