The latest 4 Shires Investment Commentary for Autumn 2020, is now available to view and download. Our highly regarded Quarterly report provides detailed information on key current topics and market activity. This edition includes: Bidenomics – What Can We Expect in January 2021? Trade & China and The New 5 Year Plan Covid-19 – Vaccine […]
Tag Archives: pensions
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, […]
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.
23
Jul
Jul
Please click on the link below to view our latest Wealth Matters report for July & August 2020. Click here to view or download the report. Topics in this latest issue include: Covid 19 – How retirement plans may change in response to the pandemic Retirement Longevity -Maximising investment returns Inflation Proofing your Portfolio How […]
29
Jan
Jan
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 […]
09
Dec
Dec
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 […]
09
Sep
Sep
Please click on the link below to view our latest report for September & October 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: What you need to know about […]
09
Jul
Jul
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 […]
15
Mar
Mar
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 […]
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