WEALTH MATTERS

Wealth Matters is our quarterly newsletter designed to keep you up to date with financial developments and considerations for financial wellbeing while at work and in retirement.

We have covered a range of topics including:

  • Long-term care
  • The New Pension Regime from April 2011 and actions that clients should consider 
  • Investment focus on Inflation, global investments and Dividend paying investments 
  • Restriction of higher-rate tax relief on pensions and actions that clients should consider
  • Special issue on protection - life cover, income protection, critical illness and Wills/trusts. 

If you would like to receive a free copy of Wealth Matters, please contact us.

Document Downloads