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Wellbeing guide
Resources

Wellbeing guide

New for 2022: We will certainly not forget the last couple of years. There have been many lows, some highs and plenty of changes for almost everyone. But now, as we head into a post pandemic life, the way in which we live and work, is likely to have changed. To [..]


Smart Money January/February
Resources

Smart Money January/February

Welcome to our latest edition. Inside, we look at New Year’s tax saving resolutions to make sure you are fully utilising your relevant tax planning opportunities. With the tax year end (5 April) on the horizon, taking action now may give you the opportunity to [..]


Your complete 2021/22 end of tax year guide
Resources

Your complete 2021/22 end of tax year guide

The 2021/22 tax year ends on Tuesday 5 April 2022. This is the date when many allowances reset, and it could be your last opportunity to make use of some of them. Keeping track of how you’ve used your allowances can reduce your tax liability and help you boost [..]


Building a nest egg
Resources

Building a nest egg

As a parent or grandparent, you may be thinking about ways you can build a nest egg for children or grandchildren. It’s a step that can give them financial security as they become independent. A nest egg can help children to pursue their goals and give them [..]


10 ways to lead a more sustainable life
Resources

10 ways to lead a more sustainable life

Sustainability has become a key topic for governments, businesses, and communities around the world. Sustainability is about managing the use of natural resources to support long-term ecological balance. This could include reducing deforestation, recycling [..]


Smart Money November/December 2021
Resources

Smart Money November/December 2021

Welcome to our latest edition. This issue was written prior to the Chancellor of the Exchequer, Rishi Sunak, presenting the second UK Budget of 2021 on Wednesday 27 October. We will look at the key announcements included in the Chancellor’s red box in the next [..]


Summary: Autumn Budget Summary 2021
Resources

Summary: Autumn Budget Summary 2021

Yesterday, Wednesday 27th October, the Government published its’ Autumn 2021 Budget. We have created a summary of what we believe are the key themes and announcements from the chancellor’s statement, which you can download here.  We hope you find it both [..]


Leaving an inheritance vs gifting during your lifetime
Resources

Leaving an inheritance vs gifting during your lifetime

Thinking about passing on your wealth can be difficult. However, it’s important to consider how you will pass on money and other assets to those who are important to you. Traditionally, people have left their loved ones an inheritance. Yet, for a variety of [..]


The guide to later-life planning and care
Resources

The guide to later-life planning and care

When you think about your future, how far ahead do you plan? While retirement planning is common, it’s often the early years of retirement that people focus on. However, your needs and lifestyle wishes can change drastically over a retirement that could last [..]


Smart Money – September/October
Resources

Smart Money – September/October

Welcome to our latest edition. Inside, we look at how having a financial plan in place early on can make it easier to manage your money further down the line. It’s never too early to make a financial plan. The sooner you work out your goals and start following a [..]


10 simple but effective ways to create a better you
Resources

10 simple but effective ways to create a better you

The impact of Covid-19 on our day-to-day life cannot be understated.  The pandemic has prompted many to reassess our way of life: to improve our wellbeing, search for a calmer existence and a better work-life balance. According to recent research by Aegon, a key [..]


Smart Money – July/August 2021
Resources

Smart Money – July/August 2021

Welcome to our latest edition. Inside this issue, the unique combination of tax breaks and flexible access available to pensions makes them a compelling choice when saving for retirement. On page 08 we look at one of the key benefits of saving into a pension rather [..]


Press Enquiries

Press Enquiries

Our press agency MRM deal with all media enquires, please contact either: Sophie Mayall on 020 3326 9924, email: sophie.mayall@mrm-london.com or Neil Kennedy on 020 3326 9908, email: neil.kennedy@mrm-london.com

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