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One Four Nine Wealth Magazine – Issue 08

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One Four Nine Wealth Magazine – November/December – Issue 08


Welcome to the One Four Nine Wealth bi-monthly magazine

As this is the final magazine of 2023, we start to think about what needs to happen in the run up to the end of the year. Taxpayers should certainly begin assessing their tax obligations, especially considering the tax changes coming into effect in 2024. There have already been several tax changes that impact higher rate taxpayers during 2023. In this issue we consider how understanding these tax changes, allows you to plan and strategise effectively to meet your tax obligations.

The mantra ‘Cash is king’ has echoed through the investment world for years. Cash forms the backbone of our society. As long as money spins the globe, many will uphold cash as the reigning monarch. However, this crown has been slipping as of late. The culprit? Rampant inflation, rapidly eroding the purchasing power of cash. Even the most competitive rates on the high street typically lag behind inflation. It begs the question – is it wise to lock into a rate that incurs losses in real terms merely to avoid the short-term volatility of financial markets?

For those approaching or in their 50s, it becomes pivotal to consider your financial strategy. Life has likely found a steady rhythm by now. Children have probably taken flight, becoming financially self-sufficient, and the idea of reducing work hours or even retiring completely starts to surface. Each person’s life journey is unique and has different resources and challenges. However, there are shared goals and steps that one can take during this stage. We consider how knowing where to begin can be daunting, whether you aim to maximise your earnings or lay down a robust financial plan.

Read issue 08, November/December, here.

The next issue will be January/February 2024.

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.

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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