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Happy New Year!
We’re comfortably settled into the new year, and it’s all systems go here at Wealth Matters. As well as welcoming some new faces to the team (who we will introduce in due course), we’re hard at work making sure that all our clients’ allowances have been fully used and that everything is shipshape and Bristol fashion ahead of tax year end. If you know you’ve got extra funds to account for, or if you know you’re likely to get a last-minute bonus that you’ll want to allocate to a pot, please let us know sooner rather than later so that we can plan accordingly.
As is our custom, we held our team planning day at Putteridge Bury this week. This is always an inspiring day which sets us up wonderfully for the year ahead. It’s a highly valued part of our company calendar that we all genuinely look forward to!
In this newsletter, we’ll cover our new partnership and our upcoming webinar, before diving into some helpful information on maximising your pension allowances before the end of the tax year and pointers on how to conduct a financial spring clean.
We’ll also tell you a tiny bit about this year’s charity bike ride, but we’ll save the full detail for later – it deserves an email all of its own, in our opinion!
We hope you enjoy this newsletter.