08:00 – 17:30

Monday to Friday

Fort Fareham Business Park,

Fareham PO14 1AH
Temple Wealth - Your Financial Partner For Life
11th June 2019

08:00 – 17:30

Monday to Friday

Fort Fareham Business Park,

Fareham PO14 1AH

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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.

Smart Money

At the time of writing this issue, the uncertainty around the terms of Brexit have been extended to a new deadline set for 31 October. All we can do is expect the best, prepare for the worst and capitalise on what comes.

Inheritance Tax is no longer something that only affects the very wealthy, but the good news is that there are ways to limit the amount of Inheritance Tax your family may potentially face. You worked hard to earn your wealth, so let us work hard preserving it. On page 06, we look at how you can help your family maintain its financial strength from one generation to the next.

You want to pay the minimum amount of tax legally possible. We want that for you, too. The 2019/20 tax year started on 6 April and, in general, taxpayers will have more money in their pocket after increases to allowances came into force. However, there are a few losers, in particular those selling shares and buy-to-let landlords. To find out more, turn to page 03.

Spring Statement 2019

Philip Hammond, the Chancellor of the Exchequer, delivered his Spring Statement 2019 to Parliament on 13th March. Set against continuing uncertainty over Brexit and just hours before MPs were due to vote on whether to exit the EU without a deal, Mr Hammond devoted much of his speech to the possible effects that leaving the European Union could have on the UK’s finances.

In our ‘Guide to Spring Statement 2019’ we reveal the key announcements made by the Chancellor. If you would like to review what action you may need to take to keep you, your family and your business on track – or if you have any further questions – please contact us. We look forward to hearing from you.

Download your copy to review how these changes may affect you.

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 the Smart Money pdf here

Download the Spring Statement pdf here

Download the parliamentary review here.

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