Budget box

Autumn Statement November 2023

22 November 2023

Twice a year we listen to the Chancellor as they deliver their Statement or Budget, looking forward to how the finances of the UK will fare into the future based on current economic forecast.

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What’s in a word? Direction or discretion?

15 November 2023

They sound like fairly innocuous words don’t they - direction or discretion? but the difference it could make to your pension death benefits have very different tax outcomes.


Winter 2023 Newsletter

01 November 2023

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Why referrals matter to all

13 October 2023

It is always good to receive a client referral to the team at Chapters Financial. I understand that there is a saying that there is only one thing worse than being talked about, and that’s not being talked about.