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Latest News Articles, Documents & Newsletters

Smart Money Newsletter October 2020

Smart Money Newsletter October 2020

1 October 2020

Pension investing during retirement, advice on family legacies, pension allowances and Care in later life are some of the subjects in our latest newsletter.

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Covid-19 Government Support for Business information

Covid-19 Government Support for Business information

6 April 2020

Details of Government support by way of grants, loans and tax deferrals available as a result of disruption to business

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SMART MONEY September 2019

SMART MONEY September 2019

1 September 2019

Topical articles including, taking control over your pension fund, how much should you save for the future, state pension winners and losers under the new system.

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Smart Money March 2019 Newsletter

Smart Money March 2019 Newsletter

1 March 2019

Articles covering many areas of finances and planning such the ISA season, retirement and tax planning for passing of wealth down the generations, and Brexit and unintended consequences.

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Smart Money Newsletter issue 84

Smart Money Newsletter issue 84

1 February 2019

This issue of our newsletter has topical articles covering areas such as wealth sharing between generations, pensions unlocking, managing risk and who wants to be a millionaire!

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September 2018 Smart Money Newsletter issue

September 2018 Smart Money Newsletter issue

1 September 2018

Articles looking at areas such as later retirement for many reasons...why Cash may not be king...financial protection in case of unforeseen events.

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Smart Money Newsletter May 2018

Smart Money Newsletter May 2018

1 May 2018

Tax changes for 2018/19, making the most of your pensions and making the most of your money for helping future generations.

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January 2018 Smart Money Newsletter - Happy New Year!

January 2018 Smart Money Newsletter - Happy New Year!

2 January 2018

ISAs, aim to make solid financial resolutions, sleepwalking into retirement and planning the future you want.

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Estate Planning Guide

Estate Planning Guide

1 January 2018

Comprehensive guide with Inheritance tax and estate planning in mind.

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Smart Money Newsletter December 2017

Smart Money Newsletter December 2017

1 December 2017

Turbo charge your pensions, growing cost of care, the bank of mum and dad and buy to let information.

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ASFS Smart Money Newsletter September 2017

ASFS Smart Money Newsletter September 2017

1 September 2017

Family succession planning, how to plan your own retirement, shopping around, and new state pension age.

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Smart Money Newsletter Spring 2017

Smart Money Newsletter Spring 2017

1 May 2017

Road to Brexit and Spring Budget 2017.

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January 2017 Smart Money investment newsletter

January 2017 Smart Money investment newsletter

1 January 2017

Top Trump who wins and loses after the US election result, tax year end planning and the investment outlook for 2017.

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Summer newsletter Atholl Scott Financial services

Summer newsletter Atholl Scott Financial services

1 July 2016

Retirement options, the growth of crowdfunding and investing in alternative assets.

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May 2016 Atholl Scott Financial Services Newsletter

May 2016 Atholl Scott Financial Services Newsletter

1 May 2016

State Pension changes, Lifetime ISA's, Brexit and much more financial planning news...

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Budget Guide March 2016

Budget Guide March 2016

1 March 2016

All the details you need to know from the chancellors Budget in March 2016.

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Tax Planning 2015/2016

Tax Planning 2015/2016

1 January 2016

Beneficial tax planning ideas guide.

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Smart Money - September 2015

Smart Money - September 2015

2 September 2015

Banking on an Inheritance.

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Inheritance Tax Planning

Inheritance Tax Planning

1 September 2015

Our summary guide to general IHT rules and planning

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