Tag Archives: wealth management

Wealth Matters: New Year’s Tax Savings Resolutions?

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 […]

Autumn 2021 Investment Commentary from 4 Shires

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 […]

Wealth Matters: How Can I Protect My Wealth From Inflation?

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 […]

Wealth Matters: Build Your Own Financial Plan

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 […]

Summer 2021 Investment Commentary from 4 Shires

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 […]

New Year, New Start to Your Finances

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 […]

Ten Tips to Achieving Your Financial Goals

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, […]

Wealth Matters: Take it to the Max!

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 […]