Latest News Articles, Documents & Newsletters
Smart Money Newsletter November 2023
8 November 2023
Our newsletter discusses areas including - time in the market and not 'timing the market', Financial Planning in your 50's, tax planning with your pension income.
ASFS September/ October newsletter
8 November 2023
In this update we look at areas including Pension Drawdown, Investment Bonds and preserving wealth for future generations.
July 2023 Smart Money Newsletter
11 July 2023
This month's newsletter looks at the benefits of maximising investments in your 50's. We also look at the advantages of investment bonds and why having a diversified investment portfolio is important, and how tax relief helps build a bigger pension pot. We look at making sure you have the right tax code so that you don't pay too much tax.
May 2023 Smart Money Newsletter
11 July 2023
The real benefits of financial Advice as well as Pension Lifetime allowance changes, Income and Capital Gains tax changes, ISA investing are all considered and discussed in this issue.
March 2023 Smart Money Newsletter
30 March 2023
Wealth succession and being prepared for passing wealth to future generations. Critical illness cover how to protect against the financial impact of serious illness. Rising prices and options on how to protect your pension income against inflationary pressures. Time to Retire - what is your retirement timeline, and tips on retirement planning in general
Smart Money Newsletter November 2022
16 November 2022
This month's newsletter has many articles including - Passing wealth down through the generations, Investing for positive change, don’t abandon pension contributions as prices rise, and how to maximise the value of pension savings.
October 2022 ASFS Newsletter
7 October 2022
Articles this month include - are you saving enough for retirement?, how to protect you and your family's future, Inheritance tax planning tips and bringing pensions together, as well as many other topical areas for discussion.
AUGUST SMART MONEY NEWSLETTER
24 August 2022
This Months bulletin discusses the crisis of current rising cost of living and how you can manage this impact on your pension. The Newsletter also helps you protect and keep a healthy pension, with tips on how to invest your money.
June SmartMoney Newsletter
22 June 2022
bulletin includes articles discussing Key taxation changes since April 2022, Passing on Wealth to future generations, insuring your life, and the pensions gender gap.
Smart Money Newsletter March 2022
9 March 2022
Pension Freedoms, how much do you need to save to retire comfortably and investing your way out of inflation are some of the topics discussed in this months bulletin
Smartmoney Newsletter January 2022
11 January 2022
topics in this edition include, how green is your pension, State pension and what its worth, Adult social care charging reform and pension and ISA consolidation
Smart Money November/December 2021
11 November 2021
State pension rises, Festive financial gifts and planning early for retirement, and many other topics feature in this edition of our newsletter.
Smart Money Newsletter September 2021
9 September 2021
Our latest edition includes articles around Inheritance tax, pension tips if you are about to retire, sustainable pension investing and planning for tomorrow but living for today.
May 2021 Smart Money Newsletter
5 May 2021
Boost your Pension savings, a new tax year, Retirement Options, your children’s future lifestyle and minimum pension age set to increase are all discussed in our latest newsletter.
Smart Money March 2021
15 March 2021
This edition of our newsletter articles including - Responsible investing, IHT, financial goals, Tax planning, ISA deadlines, Pension options
Smart Money Newsletter December 2020
2 December 2020
10 steps to a better financial future, investment gifts and state pension are amongst our latest articles
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.
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.
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...
Inheritance Tax Planning
1 September 2015
Our summary guide to general IHT rules and planning