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September was an exciting month for us here at Wealth Matters, with plenty going on as ever!
We opened the month with our long anticipated charity bike ride through the Moselle Valley. If you were following along the email updates, you will have enjoyed a glimpse of the gorgeous scenery the team enjoyed as they completed the challenge. We’ll give a brief recap of the ride and an update on our fundraising target later in this newsletter, so no spoilers here!
We were also delighted to be the recipients of an award from FT Adviser – more on that later.
Then, we’ve shared a little more detail about our next webinar, which takes place in just a few weeks’ time. This session will focus on a WRAPS+ update, including performance. There’s still time to sign up! Read on for more information.
Our investment team has summarised 4 easy things you can do in the lead up to the end of tax year to make best use of your allowances and optimise your tax position. Following this, we have an important update to share with you about upcoming changes to Transact, our client portal.
Finally, we’ll recap the charity bike ride fundraising target and, always, hear from our favourite canine columnist, Toby.
We hope you enjoy this newsletter.