We thought last month was a bumper issue of team news, but we might have outdone ourselves this time around.

As we head into a very busy period of the year, we’re pleased to be celebrating some fantastic achievements among our team. Chiefly among them, we’ve just welcomed a member of the team on board as our new Partner of the company. Read on to find out all about this new appointment.

In money matters, there is still time to register for Bruce Nash’s upcoming masterclass webinar on the topic of ‘Later Life Planning’. Elsewhere, Chris James and Carmen Bacaoanu have penned an insightful article on how pensions and tax connect, and what you might consider doing before anything potentially changes in next month’s budget.

In team news, recent exam success means we’ve now got five certfied members within the Wealth Matters team, which is an incredible achievement that we couldn’t be prouder of. We’ve also got a recap of our wonderful bike ride fundraiser, complete with a short video of the day, and an update on our fundraising total.

Finally, read about our recent company day out, and hear what Toby has to say about planning for later life.

Without further ado, let’s dive in. We hope you enjoy this newsletter.

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