Pensions 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 [...]
Wealth 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 [...]
Don'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 [...]
Don't abandon pension contributions as prices rise Welcome to the November/December 2022 edition of Smart Money. Welcome to our latest edition. As the cost of living continues to soar, with inflation reaching a 40-year high, the impact on [...]
Putting life on hold Rising living costs and its affect on life choices and milestones Welcome to the September/October 2022 edition of Smart Money. In this edition, we will be focusing on saving and investing in the current [...]
Show me the money How to invest your money to avoid costly mistakes Welcome to the July/August 2022 edition of Smart Money. In this edition, we will be focusing on saving and investing in the current high-inflation environment. [...]
Fed up with your nine-to-five? Sixty the most popular age to retire early Welcome to the May/June 2022 edition of Smart Money. In this edition, we look at what age many people are entering early retirement and the [...]
Invest your way out of inflation Why now is the time to make sure you protect your wealth Welcome to the March/April 2022 edition of Smart Money. As higher inflation looks set to persist throughout 2022, in this [...]
New Year's Tax Saving Resolutions Make full use of your relevant tax planning opportunities Welcome to the January/February 2022 edition of Smart Money. In this edition, we look at the tax saving resolutions you can take to make sure [...]
How can I protect my wealth from inflation? 5 questions to ask before inflation really takes off Welcome to the November/December 2021 edition of Smart Money. This issue was written prior to the Chancellor of the Exchequer, Rishi [...]
Build your own financial plan Vision without action is merely a dream Welcome to the Autumn 2021 edition of Smart Money. Inside, we’ll be considering how you can plan for your retirement and the importance of starting your [...]
Pension boost Are you claiming all of the generous tax relief you're entitled to? Welcome to the July/August 2021 edition of Smart Money. In this issue, we’ll be focusing on retirement planning, the potential threats to your investments [...]
