Insights from the Smart Financial team
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
Maximise your contributions to ISAs and pensions before the end of the tax year.
Maximise your contributions to ISAs and pensions before the end of the tax year.
As we approach the end of January, it's an opportune moment to reflect on our New Year's resolutions.
Many people think of January as a new start. You may have made resolutions, which may not make it to February. You are probably also thinking about the things you want to achieve and do this year and beyond.
Have you ever considered what it would mean to be ‘financially free’? Would you sell your business or leave your job so that you had more time to relax with friends and family, travel, buy that Ferrari you’ve always wanted, or otherwise pursue leisure activities? Would you keep your business or your job, but adopt a role that’s less hands-on … Read More
You know it makes sense to create a business plan, giving you a roadmap that will plot your course to success, be that growth and expansion or a seamless sale. But what about your financial plan for everything else? When your business is one of your biggest assets, your personal ambitions are likely to be tied into your desires for … Read More
