Money Matters 2022

The latest editions of our Money Matters guides are now available to download below. Providing topical commentary on all aspects of financial planning, these guides are intended to bring a few important issues to your attention.

 



Money Matters: Nov/Dec2022 Editions
 
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Welcome to our Nov/Dec 2022 magazine.

As the cost of living continues to soar, with inflation reaching a 40-year high, the impact on household finances is taking its toll. But it is essential to try to maintain a savings habit even in the current climate. We look at the impact breaks in pension contributions could mean to savers by missing out on thousands of pounds in future that will mean less income during retirement.

Around half of UK adults (51%) have or know someone who has received a suspicious communication in the last 12 months, according to new research. Most of these cases can be described as ‘phishing scams’ (51%), when a fraudster attempts to imitate a legitimate company or person to secure important information from the victim. We provide 10 tips to help avoid financial scams.

Over the past few decades, there has been a growing interest and awareness in investing in companies that take into account environmental, social and governance (ESG) factors. This type of investing – also known as sustainable, responsible or impact investing – aims to generate both financial returns and positive social and environmental impacts. Read about the origins of ESG investing dating back to the 1960s.

Ready to talk about your future plans?

Only by recognising and meeting your distinct requirements can we have a positive impact on your life and business. This is why we provide an extensive range of services, plus the ability to tailor solutions based on your specific needs. If you would like to discuss your concerns or requirements, please contact us. We hope you enjoy reading this issue.

If you would like to find out more about a particular subject area, or any other financial related matter, please contact us on 01494 451441 or by email enquiries@chilternconsultancyltd.com
 
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Money Matters Nov/Dec 2022 Guide to Investing Principles Guide to Leaving a Tax Efficient Legacy Guide to Retirement Matters