Welcome to our January/February 2025 edition of Wealth Matters, now available to view and download here. Like your car, your finances require consistent care and attention to keep running smoothly. Just as a regular service ensures your vehicle performs at its best and avoids costly breakdowns, a yearly financial check-up is vital to ensuring your […]
Tag Archives: pensions
21
Nov
Nov
Welcome to our November/December 2024 edition of Wealth Matters, now available to view and download here. The amount of Inheritance Tax (IHT) paid by families has dramatically increased over the past decade, increasing from £3.1 billion in the 2012/13 tax year to £7.5 billion in the 2023/24 tax year. This rise is attributed to growing […]
05
Jul
Jul
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 […]
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 […]
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 […]
15
May
May
Welcome to our May/June 2023 edition of Wealth Matters, now available to view and download here. In this issue, Chancellor Jeremy Hunt’s first proper Budget 2023, on Wednesday 15 March, brought some welcome but unexpected changes to pension tax, the most significant of which was the abolition of the pension Lifetime Allowance (LTA) charge. Britons […]
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 […]
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 […]
27
Nov
Nov
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 […]