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.
January / february 2022
Smart Money January / February 2022 - You’ve probably made some New Year’s resolutions. Now you need to figure out how to keep them. Heading into 2022, it’s time to take stock of your current financial position and to ensure its aligned with your financial goals.
November / December 2021
Smart Money November / December 2021 - The negative impact of inflation upon the real value of an investor’s portfolio will be a concern, particularly for the older generation with not enough investments, who may live mostly or entirely off their savings and pensions.
September / October 2021
Smart Money September / October 2021 - By having a financial plan in place early on, it can make it easier to manage your money further down the line. It’s never too early to make a financial plan. The sooner you work out your goals and start following a plan to achieve them, the more likely you are to succeed.
JULY / AUGUST 2021
Smart Money July / August 2021 - When you’re planning your retirement income, there are multiple factors to consider. But one factor not to overlook is how much of your retirement income you could lose in taxes.
May / June 2021
Smart Money May / June 2021 - As we enter another new phase in the coronavirus (COVID-19) pandemic, each UK nation has set out a roadmap out of lockdown, a positive sign that we can hopefully start to get back on track both financially and emotionally.
January / February 2021
Smart Money January / February 2021 - This global pandemic created overwhelming anxiety. Many people are anxious not just about the virus, but the resulting financial pressure and uncertainty. Getting our financial life in order will be a top priority for many as we enter 2021.
November / December 2020
Smart Money November / December 2020 - In these uncertain times, it can help to focus on the things you can control. And working out what your money’s doing for you now and where it might come from in the future can give you real peace of mind.
September / October 2020
Smart Money September / October 2020 - As the world continues to work out how to live with the coronavirus (COVID-19) pandemic, many will agree that the new normal needs new thinking. The pandemic has unleashed changes that seemed unthinkable only six months ago. Along with the health, safety and well-being of family, friends and loved ones, the new normal has also highlighted the need for financial guidance and support during this turbulent period.
jULY / aUGUST 2020
Smart Money July / August 2020 - A return to how life was at the start of 2020 is some way off. Even now that lockdown restrictions are starting to be eased, coronavirus (COVID-19) will continue to affect our lives in many ways.
MAY / JUNE 2020
Smart Money May / June 2020 - It has been a very challenging time for many of our clients, their families, their employees and the wider business community.
MARCH / APRIL 2020
Smart Money March / April 2020 - Some of the questions our clients almost always ask us are: ‘Will I be able to retire when I want to? Will I run out of money? How can I guarantee the kind of retirement I want?’ Here you will find what you need to consider when saving for retirement.
January / February 2020
Smart Money January / February 2020 - With a new year we focus on our future goals and our current circumstances. It is the perfect time to set some financial resolutions and create changes now that improve your life for decades to come.
November / december 2019
Smart Money November / December 2019 - We look at a number of the topical financial planning stories making the news agenda. Creating and maintaining the right investment strategy plays a vital role in securing your financial future.
September / October 2019
Smart Money September / October 2019 - We all have dreams for the future, and many of those dreams require money and planning. Reaching those milestones starts with setting clear financial goals. Making decisions with a clear endpoint in mind can make it easier to achieve financial security and allow you to enjoy your life to the full.
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.