Window on Wealth newsletter Summer 2022

Welcome to the latest edition of our wealth management newsletter.

Inside we explore –

The power of purposeful wealth – Wealth has the capacity to create a powerful purpose within our lives, provided we unlock its true value

Personality traits of the self-made millionaire – The ‘Big Five’ personality traits most common among self-made millionaires

Spotlight on investor sentiment and super trends – Although investors are concerned about the economic impact of war and rising inflation, they remain confident about the stock market outlook

and much more.

Download here.


Other posts you might like:

Jayne’s Triathlete Journey 2022

As well as being a trainee accountant, Jayne Emery is a talented triathlete. Here Jayne gives us a round-up of 2022 and what’s in store for 2023, including her well-deserved spot in Team GB next year.

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MTD for ITSA explained

MTD ITSA is the next phase of HMRC’s Making Tax Digital road map and focuses on Income Tax Self Assessment. If you haven’t already, you might want to start looking at compliant solutions and begin processing your next financial year to ensure you feel confident before ITSA becomes mandatory.

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Autumn Statement 2022 Guide

Following Chancellor Jeremy Hunt’s Autumn Statement on Thursday 18 November, here is our free guide covering the changes that were announced. We hope you find it useful.

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