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Newsletters

Here you will find our quarterly newsletter providing topical and current advice on all aspects of financial planning. These newsletters are intended to bring a few important, topical, issues to your attention. If you would like to discuss any of them (or any other aspect of your financial planning) in detail, please telephone for an appointment.

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The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q4 2023

In this issue we take a look at interest rates, bonds and the FTSE
The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q1 2023

In this issue we take a look at the FTSE, inflation and the budget
The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q2 2023

In this issue we take a look at the inflation and ISAs
The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q3 2023

In this issue we take a look at gifting your house, mitigating capital gains tax and inflation

UK News

Severn Trent boss defends multi-million pay packet
The water firm made 60,000 sewage spills last year but insists river quality is improving.
Alan Bates rejects second Post Office compensation offer
The latest offer amounted to around a third of what the campaigner had asked for.
More people seek help for debts as fee scrapped
Debt Relief Orders are available to those on low incomes to clear existing debt and surged as the fee was axed.
Can troubled Thames Water avoid collapse?
The firm has huge debts and it may have to be taken over by the government if it runs out of money.
Grand Theft Auto maker firms up GTA 6 release date
The latest instalment of the hugely popular series will be released in autumn 2025, its publisher says.