Desire Wealth Management

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Welcome to our Winter 2023 newsletter

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

Included in this edition are: Investment focus for the new year - what does 2023 hold?;Tax year end reminder - have you thought about how external factors impact your finances?; Women hold their nerve - Research reveals women are more likely to hold their nerve when the market dips; Giving your child a helping hand - with Uni fees by starting early; It pays to think about estate planning - IHT is in the spotlight following the Chancellor’s decision to freeze thresholds for a further two years until April 2028.

Please download our Winter 2023 newsletter.

winter-newsletter-2023.pdf 648KB