Smart Money – May – June 2022

PASSING ON WEALTH TO THE NEXT GENERATION 30 million parents want to leave wealth in their Will
PASSING ON WEALTH TO THE NEXT GENERATION 30 million parents want to leave wealth in their Will
PASSING ON PENSION BENEFITS Providing for your loved ones after your death
WEALTH NEEDS MANAGING – NOW MORE THAN EVER Achieving your financial goals through investing, and one size does not fit all.
BACK TO THE FUTURE Visualising what really matters to you is the key to the planning process
PROTECTING YOUR ESTATE FOR FUTURE GENERATIONS Many individuals find inheritance Tax rules too complicated
ISA returns of the year. Taking control over where your money is invested tax-efficiently