Insights from the Smart Financial team
I've found that helping clients live their best lives goes far beyond simply managing their money. It's about understanding their deepest aspirations and values, then aligning their finances to support those goals.
Retirement might feel like it’s a long way off, or it might be just around the corner. Either way, preparing for retirement is one of the most important financial steps you’ll take. The good news? With a bit of planning and some smart moves, you can set yourself up for a comfortable, stress-free retirement.
Pensions can be tricky to navigate, especially when it comes time to start accessing them. In this blog, we’ll simplify the process, breaking it down into manageable steps and offering tips to help you make informed decisions.
In September, the team are running and walking 60 miles each as part of the “Step Forward Challenge” with Women’s Aid to try to stop Domestic Abuse, and so this felt a good time to talk about two lesser known facets of Domestic Abuse that you might spot in your friends and family.
One essential way to ensure your affairs are managed if you become unable to do so yourself is through a Lasting Power of Attorney (LPA).
Money matters can be a sensitive topic, but they play a crucial role in the health of any relationship. When you and your partner both engage in managing your finances, it fosters a sense of teamwork
If you’re feeling overwhelmed by money issues and financial decisions, you probably have work to do on your money mindset. When you were a child and first came into contact with money, what stories were you told?
If you are wondering if you can make changes in your work life or in your business, whether you are planning for 5 years’ time, or hoping to stop soon, we can help and support.
Maximising your legacy: Strategies for reducing inheritance tax through gifting and trusts
