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MAGAZINES
What is SmartMoney Magazine?
SmartMoney Magazine is your bi-monthly publication to follow new financial matters month by month, in a magazine format.
Our SmartMoney Magazine is finance focused detailing the economic and social issues of the moment to help keeping you informed of the key financial issues, opportunities and on-goings in the United Kingdom.
All SmartMoney Magazines
NOVEMBER / DECEMBER 2024
The amount of Inheritance Tax (IHT) paid by families has dramatically increased over the past decade, increasing from £3.1 billion in the 2012/13 tax year to £7.5 billion in the 2023/24 tax year.
SEPTEMBER / OCTOBER 2024
On 30th October, Chancellor of the Exchequer Rachel Reeves will deliver the Autumn Budget Statement 2024. It will be a critical indicator of the government's approach to managing the economy, aiming to foster an environment conducive to sustainable growth.
JULY / AUGUST 2024
Nobody wants to consider what would happen if they became too ill to support their family financially. Financial protection is essential to creating a secure future for your loved ones, but understanding what cover you may need can be confusing.
MAY / JUNE 2024
Early attention to your private pension at the onset of the fiscal year is not just about cultivating beneficial saving habits, it is also about ensuring you take advantage of the benefits and allowances available to you.
MARCH / APRIL 2024
As we approach the end of the current tax year on 5 April 2024, it’s an opportune moment to examine both your personal and business finances to ensure they are structured to optimise your tax efficiency.
JANUARY/ FEBRUARY 2024
The tax landscape has witnessed considerable changes, making the situation more challenging for taxpayers and investors alike. As we near the end of the 2023/24 tax year on April 5th, every taxpayer should understand the importance of this date and consider their tax position.
NOVEMBER/ DECEMBER 2023
In this issue, as you sail into your 50s, it becomes pivotal to consider your financial strategy. Life has likely found a steady rhythm by now. Children have probably taken flight, becoming financially self-sufficient, and the idea of reducing work hours or even retiring completely starts to surface.
SEPTEMBER / OCTOBER 2023
In this issue, we look at investment bonds and explain how they offer several benefits that some investors may be missing out on, which have become even more beneficial due to recent changes in tax regulations.
JULY / AUGUST 2023
In this issue, a comfortable retirement is a common financial goal, and contributing to a pension is essential to achieving it. Although retirement may appear distant at the moment, there’s much to consider.
MAY / JUNE 2023
In this issue, Chancellor Jeremy Hunt’s first proper Budget 2023, on Wednesday 15 March, brought some welcome but unexpected changes to pension tax. Britons can now expect significant changes that will affect their retirement savings.
MARCH / APRIL 2023
In this issue, financial planning can be a daunting and uncomfortable conversation for many, but thankfully attitudes towards talking about money are changing. Wealth succession should be an integral part of your financial plan as early as possible – because the right preparation now can have positive long-term impacts on future generations.
JANUARY / FEBRUARY 2023
With the current tax year having begun on 6 April 2022, the clock is ticking and it is important to utilise all the tax reliefs and allowances available to you before 5 April 2023 in order to minimise any potential liabilities. On page 10, we look at the way personal tax planning should be at the top of your agenda as the end of the current tax year is not too far away.
NOVEMBER / DECEMBER 2022
As the cost of living continues to soar, with inflation reaching a 40-year high, the impact on household finances is taking its toll. But it is essential to try to maintain a savings habit even in the current climate. We look at the impact breaks in pension contributions could mean to savers by missing out on thousands of pounds in future that will mean less income during retirement.
SEPTEMBER / OCTOBER 2022
Rising living costs have been so significant in recent months that most UK households will have noticed a squeeze on their monthly budgets. Not only does this have a direct impact on people’s lifestyles, even though they are making every effort to cut back, but it has a knock-on effect on their lifelong goals such as owning a home or retiring comfortably.
JULY / AUGUST 2022
It’s not surprising that the world of investing can seem complex, especially in the current global economic climate. Investors face an endless supply of market news, many investment choices and often-changing market conditions. There are a number of key principles that every investor should follow with the aim of building an effective long-term strategy designed to achieve their financial goals.
MAY / JUNE 2022
Are you fed up with your nine-to-five? There are many factors that can influence when someone decides to retire. For some, it may be based on health reasons, while others may want to take advantage of government benefits or simply enjoy a more relaxed lifestyle.
MARCH / APRIL 2022
In this edition, we look at why now is the time to make sure you protect your wealth. The word ‘inflation’ had barely featured in the market’s vocabulary in the last three decades until it suddenly started to come back with a vengeance in 2021.
JANUARY / FEBRUARY 2022
You’ve probably made some New Year’s resolutions. Now you need to figure out how to keep them. Heading into 2022, it’s time to take stock of your current financial position and to ensure its aligned with your financial goals.
All information contained in the SmartMoney publications is correct at the time of publishing. However, financial rules and regulations are updated regularly.