Smart Money May–June 2018

Smart Money May–June 2018

Welcome to our latest edition. We aim to help you create the lifestyle you want and believe that anything is possible if you manage your finances in the right way. Inside this issue, we look at why it’s important to consider the tax implications of making financial...
Guide to Retirement Planning

Guide to Retirement Planning

Creating the opportunity to enjoy your life after work Welcome to our Guide to Retirement Planning. In recent years, retirement has become more about the opportunity to enjoy your life after work. Your finances are a huge part of achieving that. With the maximum State...
Guide to New Year Tax Planning

Guide to New Year Tax Planning

The key changes to existing policies and newly introduced initiatives Now that we’ve entered the 2018/19 tax year, a number of key changes have taken place to existing policies, along with some newly introduced initiatives. It’s important to consider these tax...
Guide to Inheritance Tax

Guide to Inheritance Tax

Safeguarding more of what is rightfully yours for future generations. When we die, we like to imagine that we can pass on our assets to our loved ones so that they can benefit from them. In order for them to benefit fully from your assets, it is important to consider...