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e-smart-money

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

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Please see a selection of recent reviews and testimonials our financial advisers have received

5/5
I have been using my adviser for some 5 years and cannot praise him enough for the care and advice he has given both to myself and my company. Sterling & Law really care about their clients and I would have no hesitation in recommending them to anyone that needs good professional advice.
JB - London
5/5
My adviser is very easy to get on with, entirely reliable, friendly, seriously knowledgeable and helpful, often going the extra mile and taking as much time as I need.
BR - Gillingham
5/5
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
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