MHA | MHA Caves Wealth Quarterly - Winter 2023 Newsletter

MHA Caves Wealth Quarterly - Winter 2023 Newsletter

Posted on: January 31st 2024 · read

White Building

Welcome to the latest edition of Caves Quarterly from our wealth management and financial planning teams, with a review of the key market and financial news from the last few months, and a look ahead to the future.

The last quarter has been calmer than at this point last year but has still created interesting headlines.

In this edition, we cover:

  • Quarterly investment review
  • How expensive are your habits?
  • Autumn Statement outcomes
  • New takes on retirement planning
  • A guaranteed income for life attracts more interest
  • Why wills matter: intestacy rules change delay
  • Footsie at 40 – taking the long view
  • Is your protection level enough?

Download a free copy below or get in touch for a chat with a member of the team.

Should you wish to discuss any of the featured topics in greater depth, or your own financial circumstances more specifically, please do not hesitate to contact MHA Caves Wealth on 01604 621421.

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