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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.

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Wealth Matters | Financial Planners in the Home Counties
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