March 2024 Newsletter
March has been quite the jam-packed month! This is always our busiest time of the year, as the end of the Tax Year looms just around the corner, but this year it seems to have been even more lively than usual.
Our Advisers attended the AFPF Conference earlier this month, attending sessions on a range of topics including behavioural challenges, AI technology, and the future of finance. We love continuing to learn and improve our knowledge, so this conference was very enjoyable for us.Additionally, we have been busy planning more exciting things for our 25th birthday, as well as spending time socialising as a team with a very competitive game of bowling. It’s nonstop over here!In this newsletter, we have featured a lovely personal note to the women in the team from Julian Gilbert, our founder, in honour of International Women’s Day, which fell on the 8th March. We have also put together an article explaining the concept of a bucket list, along with some suggestions for starting yours if you haven’t already, and an explainer on what happens with your assets when you die and how best to plan for this. It’s not the most cheerful topic, but it’s an important one nonetheless. Finally, it wouldn’t be a Wealth Matters newsletter without a dose of Toby’s Tales.We hope you enjoy this newsletter.Click here to read the newsletter in full
