Money Matters 2023

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.

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Money Matters: May/June 2023 Editions

Welcome to our May/June 2023 edition. In this issue, Chancellor Jeremy Hunt's first proper Budget 2023, on Wednesday 15 March, brought some welcome but unexpected changes to pension tax, the most significant of which was the abolition of the pension Lifetime Allowance (LTA) charge. Britons can now expect significant changes that will affect their retirement savings. We consider how these changes could impact on your pension and secure your retirement plans.

If you're an investor looking to maximise your Individual Savings Accounts (ISA) returns, it's worth considering investing your ISA allowance as soon as possible each year, as soon as it becomes available on 6 April. Not only will this help ensure that your money is protected from taxes right off the bat, but it also means that your investment has more time to grow in the market. This can result in a bigger ISA pot in the long run. 

Looking for a fresh perspective on what’s possible?

Financial planning may be complex, but it doesn’t have to be difficult. Whether it’s planning for your future, or growing or protecting your wealth, we’ll give you a fresh perspective on what’s possible. We hope you enjoy reading this issue and if you would like further information or want to arrange an appointment, please contact us on 01494 451441 or by email

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Money Matters May/June 2023 Guide to Combining Pension Drawdown with an Annuity Guide to The Principles of Growing Your Money Guide to Planning and Preparing for Retirement