Smart Money November / December 2024
2024-12-17T10:49:32+00:00Smart Money November / December 2024 Welcome to the November / December 2024 edition of Smart Money. Click to download
Smart Money September / October 2024
2024-09-26T16:45:47+01:00AUTUMN BUDGET STATEMENT 2024 Welcome to the September / October 2024 edition of Smart Money. Click to download
Smart Money July/August 2024
2024-09-18T21:34:37+01:00ENHANCING PENSION CONTRIBUTIONS FOR A BRIGHTER FUTURE Welcome to the July/August 2024 edition of Smart Money. Click to download
Smart Money May/June 2024
2024-09-18T21:35:58+01:00ENHANCING PENSION CONTRIBUTIONS FOR A BRIGHTER FUTURE Welcome to the May/June 2024 edition of Smart Money. Click to download
Smart Money March/April 2024
2024-09-18T21:38:13+01:00PRE-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 [...]
Smart Money January/February 2024
2024-09-18T21:36:38+01:00TAX-SAVING MEASURES WHAT ACTIONS TO REVIEW BEFORE THE 2023/24 YEAR-END? Welcome to the January/February 2024 edition of Smart Money. The tax landscape has witnessed considerable changes, making the situation more challenging for taxpayers and investors alike. As we [...]
Smart Money November/December 2023
2023-11-03T12:47:03+00:00Strategies 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 [...]
Capital Gains Tax rules – What’s new?
2023-01-20T16:29:24+00:00Over the next two years, the tax-free allowance for capital gains is being slashed by over 75%. In this article we discuss the rules on capital gains tax and five ways you can reduce your potential tax bill. [...]
Smart Money January February 2023
2023-03-08T16:45:35+00:00Don'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 [...]
Exploring Intergenerational Wealth Management
2022-02-14T11:38:23+00:00What is intergenerational wealth management? Intergenerational wealth management is about how families use their collective wealth to support each other during their lifetimes. Increasing life expectancy and major social change mean many families need to reconsider how their [...]
How a Wealth Manager can help you achieve your financial goals
2022-02-01T12:23:14+00:00There can be some confusion about the service that a Wealth Manager can provide and how they can benefit their client’s financial goals. As a qualified IFA, a Wealth Manager can advise on any and all aspects of [...]
Financial Planning for Education
2022-01-25T16:57:44+00:00Starting a family is exciting, but it will also mean big changes to your lifestyle and your finances. It’s natural that this will result in a lot of questions around family finance planning, or how to manage work [...]