Skip to content

July – Aug 2022 Newsletter

July – Aug 2022 Newsletter

(Click on the icon to read in full screen. Or click and select ‘Download PDF’)

Welcome to our July / August 2022 edition. It’s not surprising that the world of investing can seem complex, especially in the current global economic climate. Investors face an endless supply of market news, many investment choices and often-changing market conditions. We look at this topic in more detail in this edition.

    • On page 6 there are a number of key principles that every investor should follow with the aim of building an effective long-term strategy designed to achieve their financial goals. We look at ten principles that every investor needs to know.

    • On page 9 we consider a number of tax allowances and reliefs available to UK taxpayers to help reduce your overall tax bill.

    • On page 10 we look at some key tips for your pension retirement palnning.

Full Contents

03 RISING COST OF LIVING CRISIS. 3 tips to maintain your financial wellbeing.

04 MANAGING THE IMPACT ON YOUR PENSION. Just two out of five have planned for
inflation in retirement.

05 SELF-EMPLOYED VULNERABLE TO FINANCIAL SHOCKS. New research highlights that 81% aren’t seeking financial advice.

06 SHOW ME THE MONEY. How to invest your money and avoid costly mistakes.

08 COST OF ‘SAVER INACTION’. Millions of savers think inflation will leave them better off.

09 INFLATION EATING YOUR SAVINGS? How to benefit from tax reliefs in the current financial year.

10 TIPS FOR A HEALTHY PENSION AS YOU APPROACH RETIREMENT. What really important retirement questions should you be asking?

12 MIDLIFERS SET TO BE IMPACTED TWICE BY THE COST OF LIVING. Financial planning essential to help balance priorities



Whatever your questions or your life goals, we’re here to give you the answers you need, allow you to focus on what’s important and give you the freedom to enjoy life, wherever it may take you. If you would like to discuss your concerns or requirements, please contact us. We hope you enjoy reading this issue