Money and Wealth Guide | Winter 2023


The start of a new year is a great opportunity to reassess your finances. In 2023, with difficult economic conditions causing cost-of-living difficulties for many, it is especially important to make sure everything is in order, and start the year up-to-date with finance news in 2023. Take a look at the guide below for a wide range of advice covering topics such as reminders for the tax year end, estate planning and building retirement resilience, and increase your finance news awareness today.

As usual, we have sought to address topical issues that are likely to be of interest to most readers. Included in this edition are:

  • Your investment focus for 2023
  • Reminder – tax year end
  • Saving for their future
  • Estate planning – take control
  • Beat the tax chill
  • Dividend news
  • Building retirement resilience in 2023
  • Family finances: get talking
  • ‘Magic’ scam warning
  • New year – check your protection


We do hope that you find this guide both interesting and informative. Should you have any queries or require more information on any of the articles or any other financial matter, please do not hesitate to contact u at and 01392 432431.

This article was written by Akmaral Parnell

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