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Below are copies of our MoneyMatters magazines for you to read.
Please click on the months titles to open that edition.

 

Mar/Apr 2024

  • 5 Considerations for a phased retirement
  • Consolidating your finances
  • Budget 2024 

Jan/Feb 2024

  • The New ISA changes
  • You could be paying more tax in 2024
  • Drip-feed your investments

Nov/Dec 2023

  • Can you retire early?
  • How should I review my portfolio?
  • Tax efficiency and your investment options

Sept/Oct 2023

  • Why do families use Trusts?
  • BONDS What are they and are they useful?
  • 6 Ways to reduce your tax bill

July/August 2023

  • Are you being targeted by a scammer?
  • Our guide to inheritance tax and gifting
  • Do I need income protection?

May/June 2023

  • Your Financial midlife MOT
  • Should you use your ISA allowance early?
  • Passing on wealth tax efficiently

Mar/Apr 2023

  • How to reduce your tax on your savings
  • The State Pension increase - What it means for you
  • How to prepare your finances for a recession 

 Jan/Feb 2023

  • Rising inflation is leading to financial borrowing
  • What's best cash or investing?
  • Can you afford not to protect your business?

Nov/Dec 2022

  • How to find the lifestyle you want
  • Why do banks need savers' cash
  • Bonds, inflation and interest rate worries 

Sept/October 2022

  • 5 Ways to cope with the rising cost of living
  • Growth vs Value
  • Should you use your pension to pay off debt 

July/August 2022

  • 8 Pension Boosting Tips
  • How to navigate a storm economy
  • The Energy Windfall Tax

May/June 2022

  • What are people's biggest pension fears
  • 5 Ways to cut your tax in 2022
  • Equity Release is on the rise, should you risk it?

March/April 2022

  • How to beat the big financial squeeze
  • Rising inflation and your pension
  • Focus on tax planning 

January/February 2022

 Articles include: 

  • 5 investing mistakes to AVOID
  • Getting your financial life in order for 2022
  • Who really pays the most Inheritance Tax?

November December 2021

 Articles include:

  • The 2021 Autumn Budget
  • Surplus Income Gifts
  • Happy 65th Birthday to Premium Bonds

Sept October 2021

Articles Include:

  • How to increase your savings
  • Your money and divorce
  • Will the Autumn Budget 2021 grab your pension?

MayJune 2021

Articles include:

  • Junior ISAs.  Are they still worthwhile?
  • Investing traps to avoid
  • Unclaimed pension tax relief

 

March/April 2021

Articles include:

  • Has COVID 19 derailed your pension?
  • 5 Financial Mistakes
  • Are you emotionally prepared for retirement?

January/February 2021

Articles include:

  • 2021 New Year's Resolutions
  • Why is Rebalancing so important?
  • How to beat the Scammers

November/December 2020

Articles include:

  • Can you UP your investment game?
  • Gifting Money
  • Downsizing in Retirement

 

September/October 2020

Articles Include:

  • Would you be able to manage financially on your own?
  • What to do with your lockdown cash?
  • 5 Ways to cut your inheritance tax bill

 

July/August 2020

Articles include: 

  • How will my pension be taxed?
  • How to reduce risk iin drawdown
  • Power of Attorney

 

 May/June 2020

Articles Include:

  • What to do with a lump sum
  • Protect yourself with a trust
  • Covid-19 sees market volatility

 March/April 2020

Articles include:

  • Happy 21st Birthday ISAs
  • 4 Tips to reduce your end of year tax bill
  • Passing on financial skills to children and grandchildren

 

January/February 2020

  Articles include:

  • New Year's Resolutions to change your financial life
  • Top pension tax tips
  • 5 tips for surviving your 'sandwich' years
  • The most commonly ignored risk and what it means for your wealth

 

November/December 2019

 Articles include:

  • Festive Gifts
  • Achieving a Happy Retirement
  • Responsible Investing
  • Your family protection 'to do' list

 

September/October 2019

Articles include :

  • Divorce and Your Pension
  • Funding Long Term Care
  • How Viable is the Bank of Mum and Dad?
  • Financial Planning in Later Life

 

 July/August 2019

Articles include :

  • Is Buy to Let still a wise investment? 
  • Selling a Business - The steps you need to make 
  • Trusts - What are they and what are they used for? 
  • A longer retirement

 

May/June 2019

Articles include :

  • Tips to help reduce your tax burden
  • Tax Benefits of Drawdown
  • Diversification
  • Is there ever a wrong time to invest?  

 

 November/December 2018 

 

Articles include : 

  • Good news for cash savers
  • Are you unprotected?
  • Ethical Investing Myths
  • Mortgage comfortable?

September/October 2018 

Articles include : 

  • A Good Day for Annuity Rates
  • Taking Income from your Drawdown Plan
  • Early retirement, should you?
  • Divorce and your pension

July/August 2018 

Articles include : 

  • Pension Freedoms - the success story
  • How to retire with more
  • 5 ways to protect your family
  • Work less hours for the same income

May/June 2018 

Articles include : 

  • Don't miss out on a pension opportunity
  • Inheritance Tax - You don't have to pay it!
  • Using a Bed & ISA to shelter investments from UK tax
  • What you need to know about stamp duty on shares

March/April 2018

Articles include :

  • Tax rule changes in April 2018
  • Making your ISA grow
  • Ideas for all new investors
  • Working for yourself and your retirement

January/February 2018

Articles include :

  • New Main Residence Relief
  • Should I withdraw my pension?
  • Property or Shares - which are now the best option?
  • 4 steps to financial security

November/December

 Articles include : 

  • It won't happen to me - Income Protection
  • How to invest in active funds
  • Is your money wasting away?
  • How financial planning works for the modern family.

September/October

 Articles include : 

  • Are you meant to understand IHT?
  • 6 points about SIPPs you should know
  • How to phase your retirement
  • Tax time - Get ready for Self Assessment

 July/August 2017

Articles include :

  • Final Planning
  • Financial Goals
  • How to choose a tracker fund
  • How much can I borrow for a mortgage?

 May/June 2017

Articles include : 

  • The new 'familyhome allowance'
  • What type of investor are you?
  • Supporting your child's future
  • Have you forgotten your pension?

March/April 2017

Articles include : 

  • Tax Tables
  • ISAs ... Making your tax return simple
  • Reducing drawdown risk
  • Inheritance tax and you

November/December 2016

Articles include : 

  • The end of Help to Buy ... What now?
  • Five key retirement considerations to get right
  • Bare Trusts: tax efficient investing
  • Financial gifts for Christmas

September/October 2016

 Articles include :

  • Interest rates cut to new historic low
  • Your financial future
  • Pension Wealth
  • Protect your pension from up to 55% tax

July/August 2015

Articles include :

  • How to invest £100,000
  • What happens to yur pension when you die
  • Give your children the best start in life
  • Commerical property

May/June 2015

Articles include :

  • My £95,000 tax free savings pot
  • The 2015 Budget
  • Pensions don't need to be confusing
  • Do I really need insurance?

March/April 2015

Articles include :

  • Isa shake up
  • How to retire at 55
  • Income Protection
  • End of Tax Year planning

January/February 2015

Articles include :

  • Pensioner Bonds
  • New Year changes for pensions
  • Stamp duty reforms
  • The 2015 pension pitfalls

November/December 2014

Articles include :

  • When will you retire
  • Inflation proof your income
  • Pensions Bill
  • Pensions vs ISAs