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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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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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December 2024 Newsletter

What a year 2024 has been! We’ve had a blast celebrating our 25th birthday with you, as well as numerous … 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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November 2024 Newsletter

It’s only been a few weeks since we last wrote, yet lots has happened! We’ve had several causes for celebration … Continued

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October 2024 Newsletter

It’s been an eventful few weeks! We’re bringing you our October 2024 newsletter with a slight delay, as the Autumn … 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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