Smart Money July – August 2018


BACK TO THE FUTURE
Visualising what really matters to you is the key to the planning process

ISA RULES AND INHERITANCE TAX
Families set to pay millions in unnecessary tax

AVERTING A LATER-LIFE FINANCIAL CRISIS
More retirees drawing pensions without LPAs

PROTECTING YOU AND YOUR FAMILY’S FINANCES
Top reasons people gave for not taking out protection

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