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Latest News Articles, Documents & Newsletters

June SmartMoney Newsletter

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.

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Smart Money Newsletter March 2022

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

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Smartmoney Newsletter January 2022

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

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Smart Money November/December 2021

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.

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Smart Money Newsletter September 2021

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.

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May 2021 Smart Money Newsletter

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.

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UK Budget impact statement

UK Budget impact statement

16 March 2021

The main points from the most recent UK budget

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Smart Money March 2021

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

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Smart Money Newsletter December 2020

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

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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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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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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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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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