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Smart Money Magazine

Retirement Resilience Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings. If...

Guide to Understanding Investment Risk

Understanding Investment Risk There are many decisions to consider when making any investment. One of these is how much risk you are prepared to take. This will be determined by a number of different factors. In this guide, we take a look at the different types of...

Guide to Estate and Trust Planning

Guide to Estate and Trust Planning. This guide is designed to give you a basic understanding of Estate and Trust Planning and the issues you may face. We look at various ways you could reduce a potential Inheritance Tax liability in order to pass on as much wealth as...

Critical Illness Cover

What would life be like if you were diagnosed with a serious illness? Things could change very suddenly. You’d get your family together and tell them what was going on. Before long, you’d start spending time in hospital for treatment. You may also need to take some...

Choppy Waters

Welcome to the latest issue. Inside, you’ll find an array of articles about how we can help you further to plan, grow, protect and preserve your wealth. As we all know, the ultimate goal money can buy is financial freedom. Volatility fluctuates based on where we are...

Managing Investment Risk

Welcome to our Guide to Managing Investment Risk. One of the most effective ways to manage investment risk is to spread your money across a range of assets that, historically, have tended to perform differently in the same circumstances. This is called...

Guide to Insurance protection

Welcome to our Guide to Life Insurance Protection. It’s not easy to think about how you would secure your family’s future if you were no longer around. Understandably, we would rather not think ofthe time when we’re no longer around. But it’s important to protect the...

Creating the life you want

Welcome to our Guide to Creating the Life You Want. In our guide, we consider the questions you may need to ask to shape your future. As we all know and experience, there are usually bumps in the road on every journey. Even the best financial plans and most...

Guide to Retirement

If you are aiming to retire within the next five years, it’s time to get into the mindset of considering the practicalities of fulfilling your desired lifestyle and making plans. While you should think about retirement planning as early as possible, the five years...

Guide to Wealth Preservation

Welcome to our Guide to Wealth Preservation. Our advice can help you preserve and protect the wealth you’ve amassed through hard work, inheritance or good fortune. Inside our guide, we look at the number of key areas that will enable you to put in place an effective...

Guide to Tax Matters

In this guide we set out the main tax changes that apply to the 2019/20 tax year, which commenced on 6 April 2019. Reviewing your tax affairs to ensure that available reliefs and exemptions have been utilised, together with future planning, can help to reduce your tax...

Inheritance Tax

the time of writing this issue, the uncertainty around the terms of Brexit have been extended to a new deadline set for 31 October. All we can do is expect the best, prepare for the worst and capitalise on what comes. Inheritance Tax is no longer something that only...