Smart Money November / December 2024
2024-12-17T10:49:32+00:00Smart Money November / December 2024 Welcome to the November / December 2024 edition of Smart Money. Click to download
Smart Money September / October 2024
2024-09-26T16:45:47+01:00AUTUMN BUDGET STATEMENT 2024 Welcome to the September / October 2024 edition of Smart Money. Click to download
Smart Money July/August 2024
2024-09-18T21:34:37+01:00ENHANCING PENSION CONTRIBUTIONS FOR A BRIGHTER FUTURE Welcome to the July/August 2024 edition of Smart Money. Click to download
Smart Money May/June 2024
2024-09-18T21:35:58+01:00ENHANCING PENSION CONTRIBUTIONS FOR A BRIGHTER FUTURE Welcome to the May/June 2024 edition of Smart Money. Click to download
Smart Money March/April 2024
2024-09-18T21:38:13+01:00PRE-YEAR-END TAX PLANNING TAX-SAVING ACTIONS TO TAKE BEFORE THE DEADLINE Welcome to the March/April 2024 edition of Smart Money. As we approach the end of the current tax year on 5 April 2024, it’s an opportune moment to [...]
Smart Money January/February 2024
2024-09-18T21:36:38+01:00TAX-SAVING MEASURES WHAT ACTIONS TO REVIEW BEFORE THE 2023/24 YEAR-END? Welcome to the January/February 2024 edition of Smart Money. The tax landscape has witnessed considerable changes, making the situation more challenging for taxpayers and investors alike. As we [...]
Smart Money November/December 2023
2023-11-03T12:47:03+00:00Strategies to minimise Retirement Tax Welcome to the November/December 2023 edition of Smart Money. In this Smart Money issue, as you sail into your 50s, it becomes pivotal to consider your financial strategy. Life has likely found a [...]
Smart Money September/October 2023
2023-09-08T12:52:30+01:00Taking a look at Investment Bonds Welcome to the September/October 2023 edition of Smart Money. In this issue, we look at investment bonds and explain how they offer several benefits that some investors may be missing out on, [...]
Smart Money July August 2023
2023-07-13T10:19:24+01:00Getting Retirement Ready Welcome to the July/August 2023 edition of Smart Money. In this issue, a comfortable retirement is a common financial goal, and contributing to a pension is essential to achieving it. Although retirement may appear distant [...]
Smart Money May June 2023
2023-05-11T10:15:50+01:00Pensions of Significant Value Welcome to the May/June 2023 edition of Smart Money. In this issue, Chancellor Jeremy Hunt’s first proper Budget 2023, on Wednesday 15th March, brought some welcome but unexpected changes to pension tax, the most [...]
Smart Money March April 2023
2023-03-08T16:39:19+00:00Wealth Succession for Future Generations Welcome to the March/April 2023 edition of Smart Money. In this issue, financial planning can be a daunting and uncomfortable conversation for many, but thankfully attitudes towards talking about money are changing. Wealth [...]
Smart Money January February 2023
2023-03-08T16:45:35+00:00Don't miss the ISA deadline Welcome to the January/February 2023 edition of Smart Money. Welcome to our latest edition. With the current tax year having begun on 6 April 2022, the clock is ticking and it is important [...]