The professional advice received from a financial adviser can make it easier to understand your financial situation and help you create strategies for better long-term financial management. They will be able to provide tailored advice that considers your [...]
Financial planning is a familiar concept to many of us, but what about financial life planning? You might assume it’s the same thing, but actually, this term refers to a distinct approach within the financial services sector. Financial [...]
Pensions of Significant Value Welcome to the May/June 2023 edition of Smart Money. In this issue, Chancellor Jeremy Hunt’s first proper Budget 2023, on Wednesday 15th March, brought some welcome but unexpected changes to pension tax, the most [...]
There are many ways to save money for your children from the very basic to the more complex of products. But which one is more suitable for investing for the long term? The consensus is that a junior [...]
Chancellor Jeremy Hunt announced several tax changes from the 2023/4 tax year, including reductions in capital gains and dividend allowances. It’s important to make the most of pensions and ISAs, as well as gifting allowances. With reductions in [...]
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 a business owner, do you know when you want to retire and what you’re going to do after you step back from your business? If not, you’re not alone. Only 4% of business owners in the UK [...]
On 5th October 2021 at Sopwell House, Cottonmill Lane, St Albans AL1 2HQ We are delighted to announce the return of our seminars. Our relaunch topic for the 5th October is on 'Approaching Retirement', and will be hosted [...]
Investing for the first time can be daunting, but for those who are in it for the long-term, it could help you achieve your goals more quickly. In a period of all time low interest rates, finding ways [...]
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 [...]
