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We’ve partnered with Money Alive to provides impartial education videos about pensions, retirement planning and other financial topics. We think these are so good at explaining the various financial services that we provide free access to our clients.

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Releasing equity from your home is a big decision and so understanding it, and some alternatives options you might consider, will help you get the best outcome for you and your circumstances.

This video helps our clients understand more about the benefits of a Power of Attorney and important considerations when drawing one up. 

This video series provides  information to help you understand the care system, the processes, funding and the parties involved.

This box set is for anyone approaching retirement who is considering drawdown as a way of taking some or all of their pension benefits.

This video set covers important things to think about if you are considering buying an annuity and the many of the areas where your adviser can add real value.

This short video helps you think about the financial impact of illness, critical illness or death and how insurance can help.

Understand the importance of making and reviewing a will and important things  to consider when drawing one up.

An impartial and efficient way to understand the different ways you can take the defined contribution pension.

This comprehensive video covers the benefits of staying in a DB scheme and explores the implications of transferring out. Includes information on tax, risks, death and case studies too. 

E Smart Money Magazine

May / June 2024
  • Changes to individual savings accounts in 2024: Why savers and investors now have a more flexible approach
  • Cost of later-life-care: Establishing a thorough wealth strategy is key to ensuring financial readiness
  • Navigating inheritance tax: How to pass on assets to the next generation to secure their future for tomorrow

…and more

E Smart Money May / Jun 2024Flipbook Icon

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