Desire Wealth Management

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Welcome to our Summer 2022 newsletter

Once again, we have sought to address topical issues that are likely to be of interest to you

Included in this edition are: Come retirement, you reap what you sow - people typically leave retirement planning too late; When in (financial) doubt – talk it out! - Discussing financial matters can help; Don’t give up your protection policy - times of financial difficulty are exactly when we need it; Know your pension numbers - it can be hard to put your pension first; Good to know - JISA to adult ISA transition period - For people looking to put money aside for their children or grandchildren; Sandwich generation: how are you? - time to put yourself first for a change?; At your fingertips - IHT refresh - IHT receipts are increasing.

Please download our Summer 2022 newsletter.

summer-newsletter-2022.pdf 669KB