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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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April 2024 Newsletter

Phew, we survived the end of the Tax Year! As 5 April rolled around, the Wealth Matters team were hard … Continued

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Sharing learning: how we succeed as a team

Last month, Katherine, Frankie, Bruce Nash and Cameron delivered a presentation to a business mastermind group on how to grow, … Continued

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What happens when I die? Wills and Inheritance Tax explained

Navigating the intricacies of Wills and Inheritance Tax (IHT) can be a daunting task, especially in the emotionally charged aftermath … Continued

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Why should I have a Bucket List?

When we put together your financial plan (and indeed when we review it annually), we ask you to consider the … Continued

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March 2024 Newsletter

March has been quite the jam-packed month! This is always our busiest time of the year, as the end of … Continued

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Our Latest Book Recommendation for World Book Day

We love a good book here at Wealth Matters. Between us all, we probably have every genre covered. However, as … Continued

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February 2024 Newsletter

We have had a busy and exciting month here at Wealth Matters, filled with so much activity that it feels … Continued

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Katherine Pautard: the Latest Member of the CISI Financial Planning Forum

One of the things that we pride ourselves on at Wealth Matters is our commitment to ongoing growth and collaboration. … Continued

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Our Staff Recognition Awards

We recently presented our 2023 Staff Awards, in recognition of the team’s hard work last year. We would like to … Continued

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