Millions of Britons say they want to plan to pass on wealth to their children and grandchildren in a Will – but fewer than half have written one, according to new research by LV. Failing to plan to [...]
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 [...]
There is no shortage of important dates to be aware of which are likely to affect your financial health. We run through the key dates in 2023 you need to know about when it comes to your money. [...]
As the Christmas holidays approach and some opportunities for rest start to present themselves, December can be a good time to review your financial plan. Looking ahead to 2023, are your wealth and finances on course to achieve [...]
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 [...]
There is nothing like a global pandemic or a hike in the cost of living to make us take stock of the things that are important to us and, for many of us, the most important thing in [...]
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 [...]
Congratulations! The time and effort you have put into building your career with your employer has paid off and you have received a promotion and a pay rise. But what should you do now? Perhaps book a holiday [...]
Whether your portfolio is already managed by a professional, or you are seeking advice for the first time, finding a new wealth manager can be a challenge. You are unlikely to have the time and energy to do [...]
A financial adviser can help you to grow and protect your wealth over the course of your life. However, they fall into two main types: independent financial advisers (IFAs) and non-independent advisers, sometimes known as restricted advisers. [...]
Intergenerational planning is a way for families to use their collective wealth to support one another during their lifetimes. Traditionally, wealth has passed from one generation to the next upon death. Intergenerational planning takes a different approach and [...]
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. [...]
