E Smart Money Jul/Aug Edition

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The Jul/Aug edition of Beckett e smart money is now available. Topics covered in this edition include the following:

• Pension tax relief threshold could be lowered still further - Higher rate taxpayers should talk to us now
• Investing for retirement - The flexibility to decide on your pension investments at all times
• Dates for your diary - Don’t miss these deadlines
• Tax-efficient wealth creation - Taking advantage of the increased savings allowance
• News in brief - Cutting the time taken for annuity transfers
• Investing offshore - With careful planning, a variety of savers could put offshore investments to good use
• Safety in numbers - Reducing the risk of acquiring wealth
• Investing in your child’s education - Make sure that your numbers add up
• Trust in your future - Investment solutions for the diverse needs of our clients
• Inflation matters - Protecting your finances from the return of inflation
• Lifestyle protection - Easing the financial pressures of a critical illness
• Thinking of retiring soon? Navigating through the minefield of choices
• UK workers neglect to save more tax-efficiently - Don’t miss out on the extra tax relief available this year
• Tackling a potential IHT issue - Now is a great time to discuss your problem with us
• Inheritance tax glossary - The basics
• Corporate financial advice - Meeting the distinct and changing needs of you and your business
• News in brief - Will you have to work until you are almost 80 years of age?
• Ethical money - Making ethical choices when it comes to your finances
• Making a will - The first step to ensure that your estate is shared out exactly how you want it distributed
• The jargon of retirement - What you need to know
• Money makeover - Tips to make your finances more financially savvy

To download your copy of Beckett e smart money please click here

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