PRE-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 [...]
Strategies 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 [...]
Raising a family is a marathon effort, as costly as it is rewarding. But financial planning for your family is easier than it sounds, because you know what the key milestones will be. Here’s how to plan effectively [...]
Financial planning transcends generational gaps and can have a huge impact on all members of a family unit. By looking at the bigger picture of your family’s finances, you can achieve far longer- lasting outcomes than by focusing [...]
Educating your children is expensive – even at a state school. There are uniforms to buy, lunches to pay for, school trips and much more. If you send your child to an independent school then you’ll have school [...]
Children will soon be back at school for a new academic year. For those parents who have opted for private education, they have only seen their fees rise significantly in the last few years. According to figures released [...]
