In our first quarterly bulletin of 2023 we cover a range of financial topics to keep you informed.
Investment Focus for the Year ahead – By any comparison, the past 12 months have been tough for investors with a series of shocks impacting markets and, as 2023 dawns, uncertainties remain.
In our quarterly bulletin this month we start by looking at some of the challenges investors face as we begin 2023. We run through a number of changes the Chancellor has made following on from the November Statement and how these might impact on investors.
We outline what the International Monetary Fund (IMF) predicts 2023 will look like for the world.
With Inheritance Tax thresholds frozen again we remind you of the key points you need to consider on this tax.
Finally we reveal which country tops the list of popular retirement destinations and why.
As always – if you wish to discuss any of the areas within our newsletter, or your wider financial planning then do let us know.
Click below to download the Winter Edition of the Quarterly Financial Bulletin
It is important to take professional advice before making any decision relating to your personal finances. Information within this newsletter is based on our current understanding of taxation and can be subject to change in future. It does not provide individual tailored investment advice and is for guidance only.