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

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.’

Download the pdf here

Download the pdf here