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Please find enclosed a copy of our latest client newsletter.   

Your Window on Wealth: January 2019


January 2019

As usual, we have sought to address topical issues that are likely to be of interest to most readers. Included in this edition are:

What money rules would you pass to the next generation? 

A few thoughts that might just help the younger generation make the right decisions for their financial future.

Where we spend our money 

With the growth of online sales increasing at a rapid rate, what this means for the high street?

In the news…

A whistle stop tour of some of today’s trending personal finance news flow. 

What the 2018 Budget means for older people 

Find out about changes to taxation and pensions, the ban on cold calling and social care announcements made by the Chancellor.

Number of working women aged 60-64 has doubled

Employment statistics show that more women are staying in the workplace for longer, read about this growing phenomenon.

Gifting early to avoid IHT

With the Government announcing a dramatic rise in probate fees, many people are considering reducing the size of their estate.

Trends in baby boomer retirement plans 

Having a financial MOT could help you put in place the plans you need to provide effectively for your financial future …

Over-55s feel the pinch from being the ‘Bank of Mum and Dad’ 

With 17% of parents feeling they either would be, or already are, worse off as a result of providing financial assistance to loved ones, don’t neglect your own financial interests.

Volatility and me 

To help navigate market volatility, it’s best to stick to your plan, diversify your holdings and very importantly, expect and accept volatility.

We do hope that you find this newsletter both interesting and informative. Should you have any queries or require more information on any of the articles or any other financial matter, please do not hesitate to contact us. 

To download a copy, please click here.