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 and beyond, including:
- Developments at Jane Smith Financial Planning
- Market overviews
- Current and economic issues
- Pensions, investments and protection
- Trusts and tax planning
To download our full May/June 2013 newsletter, please click here.
To access articles from current and previous issues of the newsletter, please click on any of the links below:
Top Ten Tax Tips
Trust in Your Future
Is Your Family Financially Protected?
How to Make The Most of Your Pension
UK Credit Rating Downgrade
What Challenges Lie Ahead for Investors in 2013?
Flexible Retirement Planning Solutions
Avoiding Financial Uncertainty in Old Age
Keeping a Watchful Eye on Your Money
Tax Saving Ideas to Beat the End of the Tax Year
Boosting Children’s Inheritance
Are you Cheerful or Fearful?
People don’t Plan to Fail But They Do Fail to Plan
Financial Confidence & Security
Lifestyle Luxuries are Central to Many People’s Happiness
Protecting Your Family’s Lifestyle
The Changing Face of Retirement
Not Putting All Your Eggs in One Basket
Investing for Income
Build Your Own Made-to-Measure Retirement Solution
A Guide to the Jargon of Protection
Maximise the Lifetime Income from your Pension at Retirement
Automatic Pension Enrollment
Eradicate Financial Worries by Protecting your Income
Alternatives to Help People Improve Income Levels
Estate Planning requires a strong foundation and a clear plan of action
Principle tenets of spreading risk in your portfolio
Pension consolidation – keeping track of your pension portfolio to get the best out of the contributions you’ve made
With careful planning, a variety of savers could put offshore investments to good use
Paying for the cost of long term care
Get your finances fit for 2012
Building an investment portfolio
More than one third of over 55′s are yet to plan their retirement
Happy ISA Year 2012
Smoothing out your Portfolio’s Returns
Is the Elderly Care System Unsustainable?
Take AIM with your Investments
Giving Away Your Wealth
A New Flexible Friend
High Inflation – So What?
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
Budget 2011 – A brief summary
The future of interest rates, inflation and the need for advice on savings
Plan to Enjoy Your Retirement
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
The Burden of Inheritance Tax
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, or would like to receive regular copies of this newsletter, please email us.