Winter Bulletin 2024

31 January 2024 / Insight posted in Newsletter

As we embrace the winter chill, it’s time to delve into the latest developments shaping your financial landscape. In this bulletin, we dissect key topics impacting your financial wellbeing and provide actionable insights to navigate the road ahead.

Exploring the cost of your habits sets the tone for this bulletin, inviting reflection on spending patterns and their financial implications. Mortgage payments are typically the single biggest outgoing for many so we cover mortgage planning for 2024. Analysing the evolving landscape, we offer guidance to ensure your mortgage strategy remains aligned with your long-term financial goals.

Following the outcomes of the 2023 Autumn Statement, we further explore the give-and-take dynamics influencing your financial situation. Understanding these policy changes is crucial as you plan for new avenues. With more changes expected in the March Budget, safeguarding your planning is increasingly important.

Regarding the importance of wills, we address recent intestacy rule changes and underscore the significance of proactive estate planning. Celebrating the FTSE’s 40-year milestone, we discuss investment strategies, highlighting enduring principles and providing tips on interpreting market fluctuations with confidence.

In examining alternatives to bank deposits, we consider investment opportunities away from traditional banking. We also then focus on ensuring your protection level is adequate, emphasising the importance of aligning current measures with your evolving financial needs.

Throughout this bulletin, we provide a comprehensive guide to the financial terrain, offering perspectives on challenges and opportunities alike. Our dedicated team stands ready to assist you in manoeuvring round these complexities, providing tailored solutions to fortify your financial future.


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