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Wealthwise Newsletter – August-September 2013

Latest Wealthwise News Letter for August & September 2013
Latest Wealthwise News Letter for August & September 2013

Welcome to the latest edition of Wealthwise, our bi-monthly news letter that keeps you up to date with the financial world and its goings on.

This issue we discuss:

  • Fund manager rebate charges the new tax charges explained
  • Your investments is it possible to make them grow quicker?
  • UCIS & YOUR Investment choices and the ban by the FCA
  • The lifetime allowance and the fresh option for high-end earners
  • Share class charges the difference between bundled & unbundled
  • Income protection insurance would you cope without it?
  • A celebration for young savers as CTFs may become JISAs after all
  • Collective pension schemes improving your retirement savings options
  • Tax break proposals and married couple allowances

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Remember, if you wish to discuss any of the content or any other financial matter, get in touch and we will be happy help.

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Clearwater Financial Planning Limited is an Appointed Representative of Intrinsic Financial Planning Limited, and Intrinsic Mortgage Planning limited which is authorised and regulated by the Financial Conduct Authority.

Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, are entered on the FCA Register (http://www.fca.org.uk/register/) under reference 440703 and 440718

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