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 [...]
Reduce Your Inheritance Tax Bill 10 ways to protect your estate for your loved ones Welcome to the March/April 2021 edition of Smart Money. At the time of publishing, Chancellor of the Exchequer Rishi Sunak had not delivered [...]
New Year, New Start to Your Finances Taking time to understand your financial plans will really pay off Welcome to our first Smart Money of 2021. As we enter a new year and the coronavirus pandemic continues to [...]
Financial Action Plan 10 steps to help you build a better financial future Welcome to the November/December issue of Smart Money. During these uncertain times, it can help to focus on the things you can control. In this [...]
Maximising Your Retirement Funds How to make the most of the various pension allowances? Welcome to the September/October issue of Smart Money. As the world continues to work out how to live with the coronavirus pandemic, many will [...]
PRESERVING YOUR LEGACY How to keep your wealth in the family Are you worried about leaving an inheritance to your loved ones and then having them pay tax on your legacy? No one likes to think about a [...]
DON’T PUT ALL YOUR EGGS IN ONE BASKET Portfolio diversification is the foundational concept of investing. It’s a risk management strategy of combining a variety of assets to reduce the overall risk of an investment portfolio Traditional [...]
TIME TO GIVE YOUR PENSION POT A BOOST? Planning ahead for the financial future you want Planning for retirement can be both exciting and daunting. It’s essential to structure your affairs to make sure you have enough money [...]
TOP 4 TIPS FOR GOOD TAX PLANNING Planning ahead for the financial future you want. The end of the 2019/20 tax year is fast approaching, and there are a number of valuable allowances and reliefs that will [...]
