MHA Caves Wealth Quarterly – Winter 2023 Newsletter

Welcome to the latest edition of Caves Quarterly, where we review the key market and financial news from the last few months, and look ahead to the future.

The last quarter has been calmer than at this point last year but has still created interesting headlines.



In this edition, we cover:


  • Quarterly investment review
  • How expensive are your habits?
  • Autumn Statement outcomes
  • New takes on retirement planning
  • A guaranteed income for life attracts more interest
  • Why wills matter: intestacy rules change delay
  • Footsie at 40 – taking the long view
  • Is your protection level enough?