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Smart Money Newsletter Jul-Aug 2021
ARE YOU CLAIMING ALL OF THE GENEROUS TAX RELIEF YOU’RE ENTITLED TO? Inside this issue, the unique combination of tax breaks and flexible access available to pensions makes them a …
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Guide to Critical Illness Cover
HELPING YOU FOCUS ON RECOVERY, NOT YOUR FINANCES Everybody wants to feel that, even if they were diagnosed with a critical illness, they’d be able to cope financially. Critical Illness …
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Guide to Inheritance Tax Planning
THE FUTURE CAN’T BE PREDICTED, BUT IT CAN BE PROTECTED You no doubt want your loved ones to inherit as much of your wealth as possible when you die. Estate …
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Guide to Portfolio Diversification
WHY YOU SHOULD SPREAD YOUR SAVINGS AND INVESTMENTS Trying to navigate the ups and downs of market returns, investors seem to naturally want to jump in at the lows and …
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Smart Money Newsletter May/June 2021
A New Tax Year, A New Start For Your Finances CREATING A ROADMAP FOR YOUR FUTURE FINANCIAL SUCCESS Welcome to our latest edition. As we enter another new phase in …
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Guide to Future of Retirement
Clarifying your vision to determine the best course of action The changes in the retirement landscape mean that many people today are having to adjust their outlook towards retirement. With …
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Guide to Six Principles of Investing
Putting aside money for your future and getting it to work for you Whatever stage of life you’ve reached and whatever plans you may have for the future, you want …
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Guide to Passing Assets Efficiently to the Next Generation
What will your legacy look like? The coronavirus (COVID-19) pandemic has lead many people to reflect on their own mortality. No one wants to think about their hard-earned wealth going …
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Latest Newsletter
Smart Money Newsletter Jul-Aug 2021
ARE YOU CLAIMING ALL OF THE GENEROUS TAX RELIEF YOU’RE ENTITLED TO? Inside this issue, the unique combination of tax breaks and flexible access available to pensions makes them a …
Read MorePrevious Newsletters
Smart Money Newsletter Jul-Aug 2021
ARE YOU CLAIMING ALL OF THE GENEROUS TAX RELIEF YOU’RE ENTITLED TO? Inside this issue, the unique combination of tax breaks and flexible access available to pensions makes them a …
Read More
Smart Money Newsletter May/June 2021
A New Tax Year, A New Start For Your Finances CREATING A ROADMAP FOR YOUR FUTURE FINANCIAL SUCCESS Welcome to our latest edition. As we enter another new phase in …
Read More
Smart Money – March/April 2021
Welcome to our latest edition. At the time of publishing, Chancellor of the Exchequer Rishi Sunak had not delivered his Budget 2021 speech. We’ll look at the key announcements and …
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Smart Money Newsletter Jan – Feb 2021
NEW YEAR, NEW START TO YOUR FINANCES Welcome to our first edition for 2021. In a year of renewal, hopefully we’ll see a world that is steadily returning to normal, …
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Smart Money Newsletter Nov-Dec 2020
Welcome to our latest issue. Inside, we look at a number of different topics to help you accomplish what matters most to you and your family as the festive period …
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Smart Money Newsletter Sept – Oct 2020
Welcome to our Guide to Post-COVID-19 Retirement Planning. Every day the barrage of COVID-19 news has been unrelenting. The impulse to react, and to protect what we have, is understandably …
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Individual Saving
Accounts
Use it or lose it! Don't miss out on this year's tax-efficient opportunity.
Investment
Risk
When it comes to investing, one size definitely does not fit everyone
Financial
Goals
How to create financial
goals you can actually
achieve
A Child's
Future
How to ensure your children or grandchildren get the best financial start in life
Retirement Planning
How can I guarantee
the kind of
retirement I want?
Investing For
My Future
Your opportunities.
Your wealth.
Your legacy.
Pension Freedoms
How will you turn your pension into money you
can use?
Life Insurance Protection
Suddenly we're having to think about things we haven't thought about before
Income Protection Insurance
Would you still need
a monthly income if
you can't work?
Critical Illness Cover
Don't let a life-changing moment disrupt your life and put a strain on your family
