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Temple Wealth - Your Financial Partner For Life
May 23, 2024

08:30 – 17:00

Monday to Friday

Fort Fareham Business Park,

Fareham PO14 1AH

Newsletter

Insights

Temple Wealth Management has a team of advisers who love to share their knowledge and help you get the best from your money. Insights provide you with a range of information from jargon busting through to the latest Wealth Management and Mortgage news. Follow us on Facebook, Twitter and Linkedin to help shape your financial goals.

Autumn Statement 2023

The Government’s recent autumn statement covered a variety of topics and set out plans to tackle key points such as inflation, the cost of living and growth amongst others.

We’ve created a comprehensive summary of the statement available here, which lays out the main takeaways you should know about.

Smart Money Newsletter

As we embark on the new tax year, on page 08, we consider why reviewing your pension savings strategy presents an opportune moment, setting a solid foundation for future financial stability. Early attention to your private pension at the onset of the fiscal year is not just about cultivating beneficial saving habits; it’s also about ensuring you take advantage of the benefits and allowances available to you.

Individual Savings Accounts (ISAs) offer a versatile and tax-efficient way to save for the future, whether for yourself, your children, or grandchildren. Now that we have entered the new financial year, significant changes to ISAs have been introduced. From 6 April, savers and investors now have a more flexible approach to using their ISA allowance. For the first time, individuals can open multiple accounts of the same type of ISA within a single tax year, from 6 April one year to 5 April the next, provided they do not exceed the annual ISA limit. Read the full article on page 06.

The financial implications of care in later life are often underestimated, leaving many unprepared for the substantial costs associated with care homes. On page 05, we look at why establishing a thorough wealth strategy is key to ensuring financial readiness for long-term care needs.

Inheritance Tax (IHT) represents a significant consideration for anyone looking to pass on assets to the next generation. With the IHT threshold frozen until at least April 2028, understanding how to manage your estate’s potential IHT liability is more crucial than ever. Turn to page 10 to read more.

A complete list of the articles featured in this issue appears on page 03.

Budget 2020

Our guide to Budget 2020 aims to provide a clear and concise commentary of the main Budget proposals, focusing on the issues pertinent to you, your family and your business.

The new Chancellor of the Exchequer, Rishi Sunak, delivered his inaugural Budget to parliament on 11 March 2020, amid the backdrop of a growing threat to the economy from the global outbreak of coronavirus (COVID-19) – this Budget he announced aims to bring ‘stability and security’.

He warned of a temporary disruption to the economy from COVID-19. He said it will be ‘tough’ and ‘significant’, but things will return to normal. ‘What everyone needs to know is that we are doing everything we can to keep this country, and our people, healthy and financially secure.’

Parliamentary Review 2016/2017

Temple Wealth Management is delighted to announce that we feature alongside the Prime Minister and a small number of outstanding organisations in a document that looks back on the year in industry and Westminster. The Review showcases best practice as a learning tool to the public and private sector.

The Finance section 2016/2017 reflects on a significant year in British Politics. The forewords by The Rt Hon Theresa May MP and The Rt Hon Philip Hammond MP share their insights to move the economy forward.

Neil Prosser and Sarah Geraghty represented Temple Wealth at the Gala Review, which was held at the Houses of Parliament in September. It was attended by many influential people from the Finance Industry, including a speech from the Rt Hon Sir Eric Pickles.

Download our Autumn Statement 2023 Update here

Download the Smart Money pdf here

Download the Budget Summary pdf here

Download the parliamentary review here.

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