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Financial planning for your children’s education
Education is one of the most significant and rewarding investments you can make for your child For many students, starting university marks an exciting new chapter in life. It’s a …
Read MoreMaximise your tax allowances before 5 April
Make the most of your financial situation before the deadline The end of the tax year is fast approaching, ending on 5 April 2025. This is your opportunity to review …
Read MoreAutumn Budget Statement 2024
How could the range of changes impact your wealth planning? The Autumn Budget Statement 2024 introduced a range of changes that could significantly impact wealth planning strategies. From pensions and …
Read MoreFinancial resolutions to boost your wealth this year
Taking a proactive approach to clarify your current financial standing The start of a new year is the perfect opportunity to take a step back and thoroughly reassess your financial …
Read MoreISA returns of the year
Making the most of your 2024/25 tax allowances Investing your money wisely is more than just pursuing returns – it’s also about leveraging tax allowances to make the most of …
Read MoreHow to navigate the Capital Gains Tax changes
Ensure your hard-earned investments work efficiently for your future Cuts to the Capital Gains Tax (CGT) exemption mean it is now more critical than ever to arrange your investments tax-efficiently. …
Read MoreStart 2025 with a New Year’s wealth check
An ideal opportunity to take stock of your financial health Like your car, your finances require consistent care and attention to keep running smoothly. Just as a regular service ensures …
Read MoreTaking the road to a comfortable retirement
Achieving this vision requires careful planning and preparation We all dream of a comfortable retirement, free from financial worries and full of opportunities to enjoy life. However, achieving this vision …
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Latest Newsletter
Smart Money Newsletter – Sept/Oct 2023
HOW BONDS’ STRUCTURE AND TAX ADVANTAGES CAN HELP YOU PASS ON WEALTH Welcome to our latest edition. In this issue, we look at investment bonds and explain how they offer …
Read MorePrevious Newsletters
Smart Money Newsletter – Sept/Oct 2023
HOW BONDS’ STRUCTURE AND TAX ADVANTAGES CAN HELP YOU PASS ON WEALTH Welcome to our latest edition. In this issue, we look at investment bonds and explain how they offer …
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eSmart Money Newsletter July/August 2023
KEY STEPS TO ACHIEVING A COMFORTABLE RETIREMENT Welcome to our latest edition. In this issue, a comfortable retirement is a common financial goal, and contributing to a pension is essential …
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Smart Money Newsletter March/April 2023
MAKING THE RIGHT PREPARATION FOR FUTURE GENERATIONS Welcome to our latest edition. In this issue, financial planning can be a daunting and uncomfortable conversation for many, but thankfully attitudes towards …
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Smart Money Newsletter January/February 2023
TAXING TIMES. TIME FOR A TAX HEALTH CHECK? Welcome to our latest edition. With the current tax year having begun on 6 April 2022, the clock is ticking and it …
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Smart Money Newsletter November/December 2022
DON’T ABANDON PENSION CONTRIBUTIONS AS PRICES RISE Welcome to our latest edition. As the cost of living continues to soar, with inflation reaching a 40-year high, the impact on household …
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Smart Money Newsletter September/October 2022
COST-OF-LIVING CRISIS DELAYS HOMEOWNERSHIP, HAVING CHILDREN AND RETIREMENT Welcome to our latest edition. Rising living costs have been so significant in recent months that most UK households will have noticed …
Read MoreUseful Guides
Self Invested Personal
Pension Schemes
A flexible, tax-efficient way of saving for your long term future
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