Knowledge Centre

E Smart Money 89 November/December 2019 Click here to download

Guide to Income Protection Insurance Click here to download

Guide to Investing in a Child's Future Click here to download

Guide to Planning for Retirement Click here to download

E Smart Money 88 September/October 2019 Click here to download

Guide to Estate and Trust Planning Click here to download

Guide to Investment Risk Click here to download

Guide to Critical Illness Click here to download

E Smart Money 87 July/August 2019 Click here to download

Guide to Creating The Life You Want Click here to download

Guide to Life Insurance Protection Click here to download

Guide to Managing Investment Risk Click here to download

E Smart Money 86 May/June 2019 Click here to download

Guide to Wealth Preservation Click here to download

Guide to The Final Retirement Countdown Click here to download

Guide to Tax Matters Click here to download

E Smart Money 85 March/April 2019 Click here to download

Guide to Wealth Creation Click here to download

Guide to ISAs Click here to download

Guide to Year End Tax Planning Click here to download

E Smart Money 84 January/February 2019 Click here to download

Guide to Retirement Planning Click here to download

Guide to Lasting Power of Attorney Click here to download

Guide to Setting Investment Goals Click here to download

E Smart Money 83 November/December 2018 Click here to download

Guide to Gowing Your Own Wealth Click here to download

Guide to Later Life Care Click here to download

Guide to Shareholder & Partnership Protection Click here to download

E Smart Money 82 September/October 2018 Click here to download

Guide to Protection Planning Click here to download

Guide to SIPPs Click here to download

Guide to Asset Allocation Click here to download

E Smart Money 81 July/August 2018 Click here to download

Guide to Investing Click here to download

Guide to ISAs Click here to download

Guide to Protecting Yourself From Scams Click here to download

E Smart Money 80 May/June 2018 Click here to download

Guide to Retirement Planning Click here to download

Guide to New Year Tax Planning Click here to download

Guide to Inheritance Tax Click here to download

E Smart Money 79 March/April 2018 Click here to download

Guide to Lifestyle Planning Click here to download

Guide to Income Protection Click here to download

Guide to Stock Market Turbulence Click here to download

E Smart Money 78 Click here to download PDF

Guide to Estate Preservation Click here to download PDF

Guide to Pensions and Divorce Click here to download PDF

Guide to Year End Tax Planning Click here to download PDF

E Smart Money 77 Click here to download PDF

Guide to Sipps Click here to download PDF

Guide to creating wealth for children Click here to download PDF

Guide to stocks and shares individual savings accounts Click here to download PDF

E Smart Money 76 Click here to download PDF

Guide to Protection Click here to download PDF

Guide to Family Succession Planning Click here to download PDF

Guide to Income Investing Click here to download PDF

 

Financial Factsheets

Health Fears
No Thanks To Downsizing
Smart Retirement Plans
State Pensioners
Update Your PLanned Retirement Date
Cashing Out
Financial Support
Not Ready To Give Up Working
Saving Adequately For The Future
What You Need To Know
Lasting The Distance
Taxing Times Ahead
The Future of Work is Coming
Unlocked Pension Savings
What's Important to you
Choppy Waters Not Full-on Gale
Goldilocks Economy
Healthy Wealthy and Well Advised
Retirement Longevity
Smart Investments
For richer for poorer
Give a triple boost to your children
Investing for income
Stocks & Shares ISA
Whats your magic number
Building a diverse portfolio
Freetirees
Inheritance Tax
Tracing a lost pension
Why silence isn't necessarily bliss
Do your Numbers add up
Dreaming of Escaping a Working Life
Preparing for your Upcoming Retirement
Protecting the Value of your Money
Wealth Creation
Millennials Get Real With The Numbers
No Pain No Gain
Retirement Options
Seize The Day
Smart Plans
Moneys too Tight to Mention
Retirement Income
Safeguarding your Wealth for Future Generations
To Downsize or Not to Downsize
Trust in your Investments
Exploring your ISA options
Pension Unlocking
Plan for the life you want
Planning Opportunties
State Pension
Different Life Events
Emergency Cash
Managing Risk
Wealth Sharing Between Generations
Who wants to be a Millionaire
Divided on Divorce
Estate Planning
Preparing for the Risk of Inflation
Setting Investment Goals
Tax Planning Opportunities
Inflation Matters
Inhertitance Tax Corncerns
Relationship Breakdowns
Sandwich Generation
You Have One Life So Invest Wisely
Auto-Enrolment
Impact Investing
Meaningful Insights
Pretirement
Savings in Retirement
Averting A Later-life Financial Crisis
Do You Have Protection
Investment Choices
To Transfers Or Not To Transfer
Transferring ISAs
Back to the Future
Driving Towards the Next Phase
ISA Rules and Inheritance Tax
Protecting you and your Family's Finances
When I'm Gone
Financial Freedom
Pension Freedoms
Diversification
Generous Grandparents
Your Money Your Choice
2018/19 Tax Changes
Make it a Date
Making the Most of Your Pension
Protecting Your Estate
Retirement Wealth
Beware the Scammers
Financial Fitness
Financial Goal-Setting
How to Make the Most of your Retirement
Life Events
Why Being Over 40 is the New Mid 20's
Avoiding Hidden Dangers in Retirement
Financial Resilience
Market Matters
Tips to Minimise the tax you pay
Wealth Preservation
Do you have a financial back-up plan
Individual Savings Accounts
Miss List
Planning the future you want
Will you make provision for all that you hold dear
Countdown to retirement
Investing for the future
Pensions and divorce
Retirement roulette
Year end tax planning
Dont Worry be Happy
Savings Black Hole
Pricless Education
Balancing Act
Are you ready to invest?
Get Wrapped Up
Growing Care Costs
Pension Freedoms
Protect the things that mean the most to you
Turbochange your Pension
Your Wealth Your Legacy
Average Age of Divorce at all Time High
Financially Unprotected
Pension Freedoms
Planning for your Retirement
Succession Planning
Investing For Income
Long Forgotten Plans
Long Term Investing
State Pension Age changes
Shopping Around For A Better Deal
Currency Fluctuations
Early Retirement
Investment Wise
Retirement Choices
Working 9 to 5
Future Care Costs
Pension Time Bomb
Securing Your Financial Future
Tax Rule Changes
That Shrinking Feeling
Advice Matters
Savers banking on ISAs
Election 2017
Inside the mind of a scammer
Navigating Markets
Hello LISA
Passing on Wealth
Road to Brexit
Untying the Knot
Protecting your Finances and Well-being
Getting your Affairs in Order
Investment Company Inflation Busters
Income Investment Strategies
Who Will Be Opening A New ISA in 2017?
Origins of Wealth
A little today, a lot tomorrow
Don't miss the ISA deadline
Pension Booster
Millions change retirement plans post-EU vote
Safeguarding wealth for future generations
Money Purchase Annual Allowance
Don't Put All Your Eggs in One Basket
Gender Savings Gap Widens
Income Matters
Sustainable Investing
Forgotten Pensions
Lifetime ISAs
2017 Investment Outlook
Lasting Power of Attorney
2016/17 Year End Tax Planning
Money Purchase Annual Allowance
Autumn Statement 2016
Planning for Life Beyond Work
Creating the Life You Want
Life Insurance
Freedom to choose
Designing a custom investment portfolio
Money’s too tight to mention
Consolidating your pension pots
Who will care for you in old age?
Financial Protection
Financial Support
ISAs
Life Allowance
Retirement Planning
Investment matters post-Brexit
‘It won’t happen to me’
Pension reforms
Saving for a rainy day
Time is of the essence
Appetite For Risk
Funding A Comfortable Retirement
Pension Consolidation
Protection Matters
Wealth Preservation
Beginning the process to withdraw from the European Union
Navigating the mortgage market post the EU referendum vote
Economic effects of reducing the pressure for wage growth
Existing pension commitments that might have to be re-examined
Maintaining a long-term perspective to future investment success
Inheritance Tax
Self Invested Personal Pensions
Portfolio Review
Pound Cost Averaging
Wealth Goal Setting
Budget 2016
New lifetime ISA
Pension freedom one year on
Stamp duty new rules
The critical factor
Key financial dates
Pension changes from April 2016
Retirement mattters
Tax efficient investments
Tax matters
Auto-enrolment
Buy-to-let and second homes
Capital Gains Tax
Headline Announcements At A Glance
Higher tax receipts
Pensioners Credit
Retirement Matters
What dictates your investment approach
Consolidating your pensions
Pension tax relief
Retirment Matters
New dividend tax regime
Asset classes
Income protection
Investing for income
Life assurance