Insights from the Smart Financial team
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
Today, let's delve into a topic that is undeniably crucial for safeguarding your future and the well-being of your loved ones – Wills and Lasting Powers of Attorney (LPA). Now, don't let the seriousness of these legal documents intimidate you; think of them as your trusty companions on life's journey, ensuring that you and your loved ones are taken care of, come what may.
Maximise your contributions to ISAs and pensions before the end of the tax year.
