Updates

What is a successful retirement?

In the Guardian over the past months, they have been running a retirement feature. One of the articles was entitled “How to retire successfully” and it dealt with the fact that you need to make sure that you get what you want out of your life. This is obviously very… Read More

Cash flow modelling – what’s it all about?

For us to be able to advise our clients correctly, we need to undertake some form of cash flow modelling, as this helps us to measure their net worth and current financial situation. A cash flow model is a detailed picture of a clients’ assets, investments, debts, income and expenditure,… Read More

Tax Year 2017/2018 Checklist

If you missed out on these financial planning options for the 2016/17 tax year, then why not get organised for this tax year? This checklist covers actions which we can help you with, so that you reduce your tax bill before the tax year end of 5 April 2018. Alternatively, get in touch… Read More

Spring Budget 2017 – what it means for you

Last week (8 March) marked the last Spring Budget. Delivered by Chancellor of the Exchequer Philip Hammond, it was considered to be a “warm-up Budget” that promoted a “stronger, fairer, better Britain”. Here are some key pension, savings and personal taxation changes that might affect you: Pensions and savings From… Read More

Professional Adviser Awards 2017

More than 200 firms entered the Professional Adviser Awards 2017, which seek to showcase a firm’s financial advice, knowledge, skills and commitment to client care. In November 2016, we found out that Jane Smith Financial Planning had been shortlisted for the Adviser Firm of the Year South East, because of… Read More

Financial planning for future generations

In our last newsletter we looked at what age you should start financial planning. In this issue, we want to take things one step further and look at the importance of financial planning for the next generation. Like all financial planning, we believe that by beginning early you can educate… Read More
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