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 [...]
Planning for Retirement Will my retirement income be enough to live on comfortably? Welcome to our latest edition of Smart Money. At the time of writing this issue, Sajid Javid had resigned as Chancellor of the Exchequer with [...]
ISA RETURNS OF THE YEAR TIME TO EXPLORE YOUR ISA OPTIONS? An Individual Savings Account (ISA) enables you to save in a simple, tax-efficient way, while generally giving you instant access to your money. This gives you short, [...]
Financial Resolutions What does wealth look like to you? Welcome to our first edition for 2020. With the New Year upon us it’s a good time to consider your financial resolutions for the year ahead. On (page 4) [...]
Cultivate the art of patience Focus on long-term investment objectives. Welcome to our latest edition. Inside this last issue of 2019, we look at a number of the topical financial planning stories making the news agenda. Creating and [...]
Retirement Resilience Taking the reins and having more control over your pension pot Welcome to the latest issue. At the time of writing, the UK Government said it is ‘ready and willing’ to do a deal to leave [...]
Choppy waters, not full-on gale Wait for the bad weather to pass and stay on course. Welcome to the latest issue. Inside, you’ll find an array of articles about how we can help you further to plan, grow, [...]
Inheritance Tax No longer something that only affects the very wealthy. At the time of writing this issue, the uncertainty around the terms of Brexit have been extended to a new deadline set for 31 October. All we [...]
Life after work. Planning for the retirement you deserve. In this New Year edition, the start of 2019 is the optimum time when you may be thinking about resolutions and plans for the year ahead and beyond. It’s [...]
