Tag Archives: wealth matters

Investment Commentary Autumn 2021

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 […]

Investment Commentary Summer 2021

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 […]

Wealth Matters: Pension Boost

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 […]

Wealth Matters: New Tax Year, New Start

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 […]

Wealth Matters: Reduce Your Inheritance Tax Bill

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 […]

Protecting Your Retirement Plans

The current situation has led to one in ten people reducing or stopping saving into a pension because of the pandemic. Are you protecting your financial future? Please click here to read the full article. Please contact us for further information on managing your financial affairs. Risk Disclaimer: The contents of this guide are suggestions […]

Wealth Matters: Preserving your Wealth

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 […]

Financial Resolutions

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 […]

Investment Commentary Q2 & Q3 2019

The latest 4 Shires Investment Commentary for Q2 & Q3 2019, is now available to view and download. Click here to view the investment commentary online. The topics in this commentary include: Clouds on the Horizon, Sun coming through Monetary Distortions, Negative Interest Rates The UK Election & The Economy European Property Activity US Election […]