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One Four Nine Wealth Magazine – Issue 05


One Four Nine Wealth Magazine – May/June – Issue 05

Welcome to the One Four Nine Wealth bi-monthly magazine

Since the last issue of One Four Nine Wealth several changes have taken place. The Spring Equinox has occurred and officially British Summertime has begun where we gain longer, brighter days. Just as important was the delivery of the Spring Budget 2023 by the Chancellor and that we’ve entered a new financial year.

Lots of work goes into preparing for the end of the tax year and once it’s completed, we all take a big sigh of relief. With the temperature rising and with an additional bank holiday for the Kings coronation we may be considering taking some well-earned time off. Yet with some of the changes announced in the Spring Budget 2023 we should consider the impacts it may have as soon as we can especially the abolition of the pension Lifetime Allowance (LTA). Not to mention, it’s worth considering investing your Individual Savings Accounts (ISA) allowance as soon as possible. It helps protect you from taxes and means your investment has more time to grow in the market.

In this issue, we go through the changes that will affect retirement savings and why you should maximise your ISA returns. We also have statistics from a recent study that shows UK consumers who receive professional financial advice can expect to retire on average three years earlier than those who do not. You’ll also find an article about Dr Bevan Blair (One Four Nine’s Chief Investment Office) who explains how looking into the past helps to mitigate what could happen in the future. It’s been five years since the introduction and implementation of the UK’s General Data Protection Regulations (GDPR). Barry Strathearn (Chief Compliance Officer, One Four Nine) reminds us all why GDPR was necessary and its continued importance to protect everyone’s data.

Read issue 05, May/June, here.

The next issue will be July/August.

For more detailed information on any of the topics and themes covered in any issue please do reach out to your local investment, financial advisory or planning team here.

Matthew Bugden
Chief Executive Officer

One Four Nine Group

Whether you end up reading One Four Nine Wealth on the way to work, during lunchtime in the office or on a Sunday morning in the garden with a cuppa, we do hope you find it useful and insightful

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