Your New Year financial checklist

2022 was an eventful year – churning government personnel, no formal Budget, high inflation, rising interest rates and volatile investment markets, which is good reason to start your financial planning for 2023.

2022 was an eventful year, giving you good reason to think about your financial planning for 2023.

This year we saw three prime ministers, four chancellors, no formal Budget (even if the Autumn Statement looked remarkably like one), high inflation, rising interest rates and volatile investment markets. At the year end, it therefore makes sense to review the effects of these events on your personal finances and what, if any, actions you should consider to set you in good stead for the next year.

As we head into 2023, ask yourself these questions:

As ever, if you need help answering these questions – or what actions are required – make sure you seek professional advice.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Past performance is not a reliable indicator of future performance.
Tax treatment varies according to individual circumstances and is subject to change.
The Financial Conduct Authority does not regulate tax advice.

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