{"id":70807,"date":"2016-09-14T15:41:31","date_gmt":"2016-09-14T15:41:31","guid":{"rendered":"https:\/\/www.templewealth.co.uk\/?page_id=70807"},"modified":"2024-01-18T14:24:56","modified_gmt":"2024-01-18T14:24:56","slug":"insights","status":"publish","type":"page","link":"https:\/\/www.templewealth.co.uk\/insights\/","title":{"rendered":"Resources"},"content":{"rendered":"

[vc_row type=”container” padding_top=”” padding_bottom=””][vc_column width=”2\/3″][vc_column_text]<\/p>\n

Resources<\/h2>\n

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.<\/p>\n

Smart Money<\/h2>\n

Welcome to the first issue for 2024. As we near the end of the 2023\/24 tax year on 5 April, every taxpayer should understand the importance of this date and consider their tax position. Don\u2019t leave it to chance and miss the deadline. On page 09, we\u2019ve provided some planning tips to consider and discuss with us.<\/p>\n

Transferring wealth within a family is a delicate process that requires clear communication and effective planning. Otherwise, it could lead to a potentially large tax bill and bad feelings in the family. This narrative was depicted in the hit American HBO series \u2018Succession\u2019. By engaging in succession planning, you can ensure your assets are distributed according to your wishes, simplifying the process and maximising tax efficiency. Read the article on page 10.<\/p>\n

Did you know as many as\u00a01\u00a0in\u00a020\u00a0people could have a pension they didn\u2019t think they had? It\u2019s estimated \u00a326.6 billion is currently trapped in forgotten pensions, averaging about \u00a39,500 each. With most individuals juggling multiple jobs throughout their lifetime, it’s no wonder that some of these pensions fall through the cracks. Read the full article on page 12.<\/p>\n

A complete list of the articles featured in this issue appears on page 03.<\/p>\n

Budget 2020<\/h2>\n

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.<\/p>\n

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) \u2013 this Budget he announced aims to bring \u2018stability and security\u2019.<\/p>\n

He warned of a temporary disruption to the economy from COVID-19. He said it will be \u2018tough\u2019 and \u2018significant\u2019, but things will return to normal. \u2018What everyone needs to know is that we are doing everything we can to keep this country, and our people, healthy and financially secure.\u2019[\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_single_image image=”73031″ img_size=”full” alignment=”center” onclick=”custom_link” link=”https:\/\/www.templewealth.co.uk\/wp-content\/uploads\/2024\/01\/SmartMoneyJanFeb24pdf.pdf”][vc_column_text]Download the pdf here<\/a>[\/vc_column_text][vc_single_image image=”72343″ img_size=”full” alignment=”center” onclick=”custom_link” link=”https:\/\/www.templewealth.co.uk\/wp-content\/uploads\/2020\/03\/SmartMoneyBudgetSpring2020.pdf”][vc_column_text]Download the pdf here<\/a>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

[vc_row type=”container” padding_top=”” padding_bottom=””][vc_column width=”2\/3″][vc_column_text] Resources 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 […]<\/p>\n","protected":false},"author":7,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-woocommerce-full-width.php","meta":{"_acf_changed":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[],"tags":[],"acf":[],"yoast_head":"\nResources - Temple Wealth<\/title>\n<meta name=\"description\" content=\"Our resources provide you with a range of information from jargon busting through to the latest Wealth Management and Mortgage news.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.templewealth.co.uk\/insights\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Keep up to date with Smart Money\" \/>\n<meta property=\"og:description\" content=\"Download the latest copy of SmartMoney. 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