Independent Financial Advice by Key Wealth Management

0191 566 1984

Spring Newsletter 2018 3rd April 2018

To read our latest Newsletter, please click the link below:-

Key Wealth Management Wealth Newsletter Spring 2018


Please find enclosed a copy of our latest client newsletter.

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

  • Millions set to rely on £7k in retirement – don’t be one of them
  • Tax-free savings for individuals
  • Why diversification matters
  • Tax traps that the Bank of Mum and Dad needs to avoid
  • Finances on divorce – planning for a new life
  • Reality bites as return expectations normalise
  • Inheritance tax – know your numbers
  • Feeling positive about your personal finances? You’re not alone

We do hope that you find this newsletter 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 us.

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