Independent Financial Advice by Key Wealth Management

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April 2019 – Spring Newsletter 4th April 2019

Please click the link below to read our April 2019 – Spring Newsletter

Key Wealth Newsletter April 2019


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

  • Are the best things in life really free?
  • Spouses unnecessarily paying tax on inherited ISAs
  • In the news……..A whistle stop tour of some of today’s trending personal finance news flow
  • Women risk becoming pension poor on divorce
  • Staying out of the dog house
  • Wealth divide between the generations widens further
  • Pensions: Tapered annual allowance breaches double
  • Pensioners missing out on state benefits
  • Money – why it’s good to talk

We do hope that you find this update both interesting and informative. Should you have any queries or require more information on any of the areas covered or any other financial matter, please do not hesitate to contact the office.



TTR Barnes Financial Services Ltd trading as Key Wealth Management is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales, Registered Address 3-5 Grange Terrace, Stockton Road, Sunderland, SR2 7DG. Registered Number 2048541.

The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK