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Your Finance Matters

'Your Finance Matters' is our Quarterly Magazine that seeks to address topical issues. In this issue we look at various subjects including:

  • Achieving your long-term financial goals
  • Crackdown on ‘finfluencers’
  • The FIRE investment movement
  • Tax punishment on prudence
  • Lifetime Allowance removal provides pension boost
  • Megatrends are defining the future
  • Overcome the complexities of succession planning
  • Dividend Allowance cuts: implications for investors
DOWNLOAD AUTUMN '23

Issue 28 - Q3 2023

Issue 27 - Q2 2023

Issue 26 - Q1 2023

Issue 25 - Q4 2022

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Issue 24 - Q3 2022

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Issue 23 - Q2 2022

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Issue 22 - Q1 2022

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Issue 21 - Q4 2021

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The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Select Wealth is a trading name of Select Wealth Managers Ltd. which is Authorised and Regulated by the Financial Conduct Authority. Select Wealth Managers Ltd. is entered on the Financial Services Register https://register.fca.org.uk/ under reference 812813. Select Wealth Managers Ltd. is registered in Scotland under number SC471007. Registered office at 8 Deer Park, Fairways Business Park, Livingston, Scotland, EH54 8AF.

If you wish to register a complaint, please contact us. In writing: Complaints, Select Wealth Managers, 8 Deer Park, Fairways Business Park, Livingston, EH54 8AF. By email: complaints@selectwealth.co.uk. By phone: 0330 223 1653. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.