08:30 – 17:00

Monday to Friday

Fort Fareham Business Park,

Fareham PO14 1AH
Temple Wealth - Your Financial Partner For Life
27th June 2022

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.

Smart Money Newsletter

Welcome to our latest edition. As we move into the new 2022/23 tax year, now is the time to review your tax affairs to ensure that you have taken advantage of all reliefs available. On page 04 we explain what changed at the beginning of the 2022/23 tax year, and what you need to be aware of.

Any of us can fall victim to a scam. They can be very distressing, and the impact is often emotional as well as financial. Turn to page 09 to read how increasingly scammers are relying on our psychological biases to trick us into handing over important data, financial information and our money.

The responsibility for accumulating a retirement nest egg now rests with individuals as opposed to their employers. An era of changing demographic trends can make this journey even more difficult. Read the full article on page 12.

We know you’ll have different priorities for your wealth at different points in your life. Whatever your financial aims, we can help you achieve them. For more information or to discuss your situation, please contact us. We hope you enjoy reading this issue.

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 the Smart Money pdf here

Download the Budget Summary pdf here

Download the parliamentary review here.

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