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 […]
Tag Archives: financial planning
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 […]
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
23
Sep
Sep
What’s the reason for the boom in so-called ‘silver splitters’?
15
Sep
Sep
Please click on the link below to view our latest Wealth Matters report for September & October 2020. Click here to view or download the report. Topics in this latest issue include: Why Working and Retiring are No Longer Binary Terms Rewritten Retirement Rules Silver Splitters: Financial Fall-out of Divorcing in Middle Age Take it […]
21
Aug
Aug
Our highly regarded report provides detailed information on key current topics and market activity.