Your Finance Matters Winter 2024
An interesting article on the resilience of portfolios and shows how dividend growth has remained strong. Read the latest about financial scams on page 8 has being alert to the risks will keep you safe.
fmifa Review – 2024 Edition
Introducing our new Retirement Holiday Planner, our Protection Specialist – James and provides an insight into what our advisers do in their spare time!
Your Finance Matters – Autumn 2023
This includes understanding the full impact of fiscal changes on investments as savings and dividends taxes are set to soar this year. Also, the results from a survey on the impact of scrapping the pension Lifetime Allowance (LTA) on people’s retirement plans . The megatrends shaping our future such as AI and EVs is another interesting read. If you wish to discuss anything further, please give us a call.
Your Finance Matters – Summer 2023
In this issue an article about the record breaking year regarding inheritance tax (IHT) as more people pay this tax and another article on the key changes to the pension rules. Also have a read of the article about taking control of your finances, there are some great tips there. If you wish to discuss anything further, please give us a call.
Your Finance Matters – Spring 2023
Worth reading the article on intergenerational financial planning that could be used to have a family discussion on finance. Other good articles on the value of starting a pension at age 18, potentially a great gift idea.