Essentially Wealth

E-Magazine – Q4 2023

You can read the latest issue of our quarterly e-magazine, Essentially Wealth here, including:

• Investing to achieve your long-term financial goals
• Pension boost following removal of lifetime allowance
• It’s good to talk
• Protection – A financial and wellbeing safety net
• Gender division in money matters
• End to rising wealth
• The importance of portfolio rebalancing
• FIRE – Financial Independence, Retire Early
• Investors – What does the dividend allowance cut mean for you?
• Savers face tax punishment
• Time for a midlife (financial) MOT?

If you think you may be affected by anything included in the magazine, or any other matter, please don’t hesitate to get in touch.