Welcome to our July/August 2023 edition of Wealth Matters, now available to view and download here. In this issue, a comfortable retirement is a common financial goal, and contributing to a pension is essential to achieving it. Although retirement may appear distant at the moment, there’s much to consider. Let us assist you in navigating […]
Tag Archives: wealth management
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 […]
11
May
May
Welcome to the latest edition of the 4 Shires Investment Commentary for Winter 2023, 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: Is it time to buy into cyclical […]
15
Mar
Mar
Welcome to our March/April 2023 edition of Wealth Matters, now available to view and download here. In this issue, financial planning can be a daunting and uncomfortable conversation for many, but thankfully attitudes towards talking about money are changing. Wealth succession should be an integral part of your financial plan as early as possible – […]
16
Jan
Jan
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 […]
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. […]
14
Sep
Sep
Welcome to our latest edition of Wealth Matters, now available to view and download here. Rising living costs have been so significant in recent months that most UK households will have noticed a squeeze on their monthly budgets. Not only does this have a direct impact on people’s lifestyles, even though they are making every […]
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 […]