February 2021

December 2020

October 2020

Smart Money September October 2020


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 [...]

Smart Money September October 20202021-04-07T09:59:49+01:00

September 2020

Pensions Freedom in 2020


With choice comes responsibility! The introduction of ‘pensions freedom’ in 2016 provided pension holders with greater choice over how to draw pension, in particular from pensions which build a ‘pension pot’ for retirement.  The good news is that [...]

Pensions Freedom in 20202021-03-25T18:52:15+00:00

May 2020

Mortgage Decisions


Mortgages are things you can love and hate Mortgages can help you buy the home of your dreams, but they can devilishly eat into your income over your lifetime – income which you could have spent on your family, [...]

Mortgage Decisions2020-05-29T14:12:30+01:00

Pension Decisions


Now is not the time to make quick decisions about your pension! Making a decision about your pension isn’t something to rush. In this short blog I’ll help you understand the different types of pensions, different options for drawing [...]

Pension Decisions2021-03-25T18:52:33+00:00

March 2020

Preserving your legacy


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 [...]

Preserving your legacy2020-03-09T18:53:09+00:00

Portfolio Diversification


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 [...]

Portfolio Diversification2020-03-09T14:06:52+00:00

Time to give your pension pot a boost?


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 [...]

Time to give your pension pot a boost?2020-03-09T13:23:49+00:00

Good Tax Planning


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 [...]

Good Tax Planning2020-03-09T13:46:50+00:00