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e-smart-money

Pensions and Inheritance Tax: Big changes coming in 2027 – Understanding how removing the pensions exemption could affect your legacy
Key steps to take before the tax year ends – Why you should act now: Have you used your allowances before 6 April 2026?
What’s on your financial to-do list for 2026? Why keeping your financial plan relevant is more important than ever
Five ways to maximise tax year-end planning opportunities 2025/26 – Smart financial moves to consider before the tax year ends on 5 April 2026
How Chancellor Rachel Reeves could increase taxes – Discover what the Autumn Budget could mean for workers and pensioners
Who will inherit your pension? Find out now! Understanding the importance of nominating a beneficiary
Opportunities during volatile times – Remaining focused on established investment principles is essential
Maximising the end of the UK Tax Year 2024/25 – Time is running out to fully capitalise on tax-saving opportunities
Start 2025 with a new year’s wealth check – An ideal opportunity to take stock of your financial health
Understanding the rising impact of inheritance tax – Exploring strategies to secure your family’s financial future
Guide to the Autumn Budget Statement – 30th October 2024
Autumn Budget Statement 2024 – What it could mean for your finances
Financial Protection – Ensuring a secure future for you and your loved ones
Enhancing pension contributions for a brighter future
Pre-year-end tax planning – actions to take before the deadline
Tax-saving measures – actions to review before the 2023/24 year-end
A crucial decade: Financial planning in your 50s
Investment Bonds – structure, tax advantages & passing on wealth
Getting retirement ready – Key steps to achieving a comfortable retirement
Pensions of significant value – Welcome but unexpected changes to pension tax
Wealth Succession – Making the right preparation for future generations
Taxing Times – Time for a tax health check?
Don’t abandon pension contributions as prices rise
Putting life on hold – Cost-of-living crisis delays homeownership, having children and retirement
Show me the money – How to invest your money and avoid costly mistakes
Fed up with your nine-to-five? Sixty the most popular age to retire early
Invest your way out of inflation – Why now is the time to make sure you protect your wealth
New Year’s tax saving resolutions – Make full use of your relevant tax planning opportunities
How can I protect my wealth from inflation? – Five questions to ask before inflation really takes off
Build your own financial plan – Vision without action is merely a dream
Pension boost – Are you claiming all of the generous tax relief you’re entitled to?
Cashflow Modelling
The Effects of COVID-19 on Retirement Planning
Designing Your Own Lifestyle Plan
Environmental, Social and Governance (ESG) Investing
Preserving Your Wealth
Take It To The Max
Financial Action Plan
New Year, New Start To Your Finances
Reduce Your Inheritance Tax Bill
A New Tax Year, A New Start For Your Finances
The Future of Retirement
Getting My Finances In Order
Individual Savings Accounts (ISAS)
Investing For Life’s Journey
Lifestyle Protection
Pension Consolidation
Pensions on Divorce
Post-COVID-19 Retirement Planning
Securing Your Financial Future
Self-Invested Personal Pensions
Six Principles of Investing
Wealth Preservation and Wealth Transfer
2020/21 Year End Tax Planning

Archive editions of e-smart-money magazine are available from this page

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Rated 5 out of 5
Very clear and helpful. My adviser did not try to sell me anything I did not want and got straight to the point. Very clear about charges and offered great advice. I could not have asked for a better service.
GF - Richmond
Rated 5 out of 5
From the word go my adviser was both professional, knowledgeable and quickly understood my particular situation, what I wanted to do and why I wanted to do it. He always responded quickly to the many questions I had, and given the nature of some of those questions he showed a great deal of patience. His advice always had my best interest at their core.
RL - Kent
Rated 5 out of 5
My adviser did a grand job on sorting out all my pensions for me which lifted a great weight off my shoulders; also, excellent advice on savings and investments.
HN - Bedfordshire
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