Jane Smith Financial Planning issues a regular newsletter, covering current financial planning news and other related items of interest to our clients.
Hopefully you’ll find at least some of the articles of interest, and there’ll be plenty to look forward to throughout 2012, including:
- Developments at Jane Smith Financial Planning
- Market overviews
- Current and economic issues
- Pensions, investments and protection
- Trusts and tax planning
Click on the image to download our January 2012 Newsletter
To download a full pdf of our January 2012 newsletter, please click here.
To access articles from current and previous issues of the newsletter, please click on any of the links below:
Get your finances fit for 2012
Building an investment portfolio
More than one third of over 55′s are yet to plan their retirement
Smoothing out your Portfolio’s Returns
Is the Elderly Care System Unsustainable?
Take AIM with your Investments
The Dilnot Report – “Fairer Care Funding”
Osborne confirms the 50% rate is temporary
BUSINESS SECTION – National Employment Savings Trust (NEST)
Inheritance Tax Planning - Beware IHT pitfalls
Income over £100,000: Reclaim your Personal Allowance
Flexible Drawdown – New rules making pension income more flexible
Support Jane Smith Financial Planning and Cancer Research UK in the “Race For Life”
Financial Planning versus Financial Advice
Capital Gains Tax planning jumps up the “to do” list
The future of interest rates, inflation and the need for advice on savings
No More Compulsory Annuity by Age 75
The Changing Team at Jane Smith Financial Planning Ltd
Benefits of Discretionary Fund Management
Limits Rising for ISAs in 2011/12
Comprehensive Spending Review – Time for a Personal Review?
Global Update – Quantitative Easing is Back
If you have any suggestions for topics you’d like us to cover in future, please email us.
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