Wisdom - 2018 Edition Two

18 December 2018

Welcome to Wisdom – 2018 Edition Two. In this issue;

Welcome to Wisdom – Page 1
Do you know the risk in your investment portfolio? – Page 3
Keeping healthy as we all live longer – Page 5
Guest Spot: Stokes Partners Solicitors – Where there’s a Will, there’s a way – Page 7
Home Grown, the real Old Mill – Page 9
Ready to retire? Old Mill special feature – Page 11
What shape is your income in retirement? – Page 13
Is retiring as easy as it sounds? – Page 15
FCA review into retirement income market – Page 16
The Client Portal – Why you should use it – Page 17
Do you need to complete an annual tax return? – Page 19
Have you forgotten about your 10 year anniversary tax charges? – Page 20
Staff raise over £2,600 running the Great West Run – 21
The Diva Lunch raises over £8,000 for Action Medical Research – Page 22
Old Mill to fund ‘Songs for the Memory’ for a year – Page 23
Old Mill events – Page 24
Thank you for the music – Page 25
Brexit and your investment portfolio – Page 27

Click here to view Wisdom, edition two

 

  • For further information please contact:

    Paula Hodge

    Chartered Financial Planner, Head of Private Client

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