A wealth of resources
This is where you can keep up to date with everything we’re doing at Wealth Matters and gain valuable insights into what’s happening in the financial world.
If you want to know more about financial planning, estate planning or investing, take a look at our videos or download one of our useful guides.
And if there’s anything you need to know that you can’t find here, get in touch and we’ll do our best to help you.
What the latest Bank of England base rate changes mean for you
Over the last few years, you will have seen much discussion in the press about the Bank of England’s interest … Continued
Looking after yourself and your pets in the heat • Toby’s Tales
Goodness, it’s warm. Whilst Toby loves a bright summer’s day as much as the next person, even he will admit … Continued
How much money do I need to retire?
This is one of the most common – and most complex – questions people ask when thinking about retirement. The … Continued
Are You Really Maximising Your Pension Contributions?
By Chris James Most of us know about some or all the great reasons and benefits of saving into a … Continued
Our team’s highlights of 2024
As 2024 draws to a close, many of us are reflecting on the year gone by. We believe it’s important … Continued
How to reduce your inheritance tax bill by gifting out of your income
Recently, we’ve been focusing on the importance of estate planning. This topic is front of mind for many following the … Continued
Why is estate planning so important?
Estate planning is often overlooked. However, it is one of the most crucial steps one can take to ensure their … Continued
Autumn 2024 Budget Summary
As the first Budget under our new Labour government, yesterday’s announcements from Chancellor Rachel Reeves have been drawing speculation for … Continued
Toby considers planning for later life
During Toby’s recent office visits, he’s been hearing lots of planning taking place for Bruce Nash’s upcoming webinar on Later … Continued
Our Company Day Out
At Wealth Matters, we work very hard to make sure that our clients are receiving the best service and advice … Continued