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Resources
We have a whole bundle of downloads and resources to give you insight into the moving and shaking within the financial and investment industry. They make great bedtime reading.
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ESmart Money
March 2024
Protecting your family
Navigating Retirement Planning
Top 10 for successful investing
ESmart Money
Feb 2024
Financial Planning for the New Year
Individual Savings Accounts
Year-End Tax Planning
ESmart Money
Dec 2023
Effective Wealth Creation Strategies
Making
a Will
Preparing finances for retirement
ESmart Money
July 2023
Bonds Vs
Equities
Protecting your financial freedom
A guide to retirement planning
ESmart Money
May 2023
The principles of growing your money
Pension drawdown with an annuity
Preparing for
Retirement
ESmart Money
March 2023
Setting up a future for grandchildren
Inheritance
Tax Planning
Planning your
Retirement
ESmart Money
November 2022
Leaving a tax efficient legacy
Retirement
Matters
Investing
Principles
ESmart Money
September 2022
Family
Protection
Wealth
Creation
Maximising Pension Savings
ESmart Money
July 2022
A Guide to
Investing
Getting set for retirement
Making the most of your future
ESmart Money
May 2022
Cost of Living Crisis
Estate
Preservation
Building Financial Wealth
ESmart Money
March 2022
Financial
Protection
Lasting Power
of Attorney
Pound Cost
Averaging
ESmart Money
February 2022
Setting Financial & Lifestyle Goals
Manage & Maximise Wealth
Tax Year-End Planning
ESmart Money
November 2021.
The State
Pension.
Self Invested Personal
Pension Schemes.
New Year
‘Investment’ Resolutions.
Esmart Money
March 2021.
Inheritance
Tax.
Critical
Illness.
Portfolio
Diversification.
Esmart Money
March 2021.
Lifestyle
Protection.
Investing for
Life’s Journey.
Pension Consolidation.
Your Guide to the Budget 2021.
Esmart Money
January 2021.
20/21 Year End Tax Planning.
Individual Savings Accounts (ISAS).
Designing Your Own Lifestyle Plan.
Esmart Money
October 2020.
Getting my finances in order.
Pensions on Divorce.
Post-Covid-19 retirement.