Smart Money

The digital repository for all editions of our Smart Money magazine, keeping you informed of the key financial issues, opportunities and ongoings in the United Kingdom.


July / August 2019

Smart Money July/August 2019 - Stability is important in times of turmoil. The message for the market is to wait for the bad weather to pass and stay the course. Aside from Brexit, Inheritance Tax and Estate Planning are featured topics along with pensions vs ISA - which is better for you?


May / June 2019

Smart Money May/June 2019 - At the time of writing this issue, the 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.


March / april 2019

Smart Money March/April 2019 - As we continue into 2019 with the uncertainties surrounding Brexit, we look to de-mystify the ever-changing landscape of the financial world.


January / february 2019

Smart Money January/February 2019 - The start of 2019 is the optimum time when you may be thinking about resolutions and plans for the year ahead and beyond. It’s a good time to start planning our tax affairs before the end of the tax year on 5th April.


November / december 2018

Smart Money November/December 2018 - As a parent, guardian or grandparent, you’ll want to provide the best future for your children or grandchildren that you can. Christmas is an excellent time to encourage children to start thinking about the value of money.


september / october 2018

Smart Money September/October 2018 - Retirement planning is becoming more complex than ever before and keeping all of your assets in cash may not be the ideal solution for your circumstances. Certainly, a nuanced approach with a careful consideration of cash should be in order when addressing your retirement plans.


July / august 2018

Smart Money July/August 2018 - This edition focuses on ISA rules and Inheritance Tax, averting a later-life financial crisis and protecting you and your family's finances.


May / June 2018

Smart Money May/June 2018 - Estate planning is an essential part of a well rounded long-term financial plan, but the rules can become especially complicated. If you are struggling to wrap your head around your options, read through this issue of Smart Money and speak to your advisor today.