Latest News Articles, Documents & Newsletters
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.
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
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.
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.
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!
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.
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.
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.
Estate Planning Guide
1 January 2018
Comprehensive guide with Inheritance tax and estate planning in mind.
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.
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.
Smart Money Newsletter Spring 2017
1 May 2017
Road to Brexit and Spring Budget 2017.
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.
Summer newsletter Atholl Scott Financial services
1 July 2016
Retirement options, the growth of crowdfunding and investing in alternative assets.
May 2016 Atholl Scott Financial Services Newsletter
1 May 2016
State Pension changes, Lifetime ISA's, Brexit and much more financial planning news...
Budget Guide March 2016
1 March 2016
All the details you need to know from the chancellors Budget in March 2016.
Tax Planning 2015/2016
1 January 2016
Beneficial tax planning ideas guide.
Smart Money - September 2015
2 September 2015
Banking on an Inheritance.
Inheritance Tax Planning
1 September 2015
Our summary guide to general IHT rules and planning