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Smart Money March/April
Resources

Smart Money March/April

Welcome to our March/April Smart Money. Here is an overview of what’s included in this edition. As we approach the end of the current tax year on 5th April 2024, it could be an opportune moment for employees to examine both their personal and business finances [..]


Spring Budget 2024
Resources

Spring Budget 2024

On Wednesday 6th March Chancellor Jeremy Hunt delivered his Spring 2024 Budget. We have created a summary of what we believe are the main points and announcements from the Chancellor’s Budget. Download your copy below to read the full summary. Here are some [..]


Guide: Everything you need to know about annuities when creating a retirement income
Resources

Guide: Everything you need to know about annuities when creating a retirement income

When your employees retire, they will often have a range of choices available as to how they can take their retirement income. One such method is an annuity. An annuity could provide them with a way to create a guaranteed income once they retire. As a result, [..]


Guide 7 allowances your employees could consider using before the end of the 2023/24 tax year
Resources

Guide 7 allowances your employees could consider using before the end of the 2023/24 tax year

When a new tax year starts, many allowances reset. So, your employees checking if they could make use of allowances before Friday 5th April 2024, when the 2023/24 tax year ends, might help their money go further. Read our latest guide to discover seven allowances [..]


Autumn Statement 2023 summary
Resources

Autumn Statement 2023 summary

The Chancellor, Jeremy Hunt, delivered his Autumn Statement on Wednesday 22nd November. We have created a summary of what we believe are the main points and announcements from the Chancellor’s speech.   Download your [..]


The guide to using equity release to unlock property wealth later in life
Resources

The guide to using equity release to unlock property wealth later in life

Your employee's home may be one of the largest assets they have. With property wealth often inaccessible, they may consider using equity release to unlock some of the money in their home. It could be a valuable way to boost finances in later years. A survey [..]


Guide: 7 useful questions if your employees plan to take a flexible income from their pension
Resources

Guide: 7 useful questions if your employees plan to take a flexible income from their pension

When your employees start to access their pension, how will they take an income? One of their options may be to withdraw a flexible income that suits their needs through a flexi-access drawdown. A flexible income puts them in control and means they can adjust how [..]


Guide: 10 magical life and money lessons you can learn from Disney
Resources

Guide: 10 magical life and money lessons you can learn from Disney

The Walt Disney Company is celebrating a huge milestone – its 100th anniversary. On 16 October 1923, brothers Walt and Roy Disney set up Disney Brothers Cartoon Studio to produce films. From humble beginnings, the company has gone on to become one of the most [..]


Guide: Intergenerational wealth planning
Resources

Guide: Intergenerational wealth planning

Ensuring your family is financially secure for the long term is a common goal. If it’s one of your priorities, intergenerational wealth planning could help you create a plan that suits you and your loved ones. Intergenerational planning can be complex. [..]


Smart Money September/October 2023
Resources

Smart Money September/October 2023

Welcome to our latest edition of Smart Money for September/October 2023. In this issue, we look at investment bonds and explain how they offer several benefits that some investors may be missing out on, which have become even more beneficial due to recent [..]


Remortgaging: The essential steps you should take when your mortgage deal ends
Resources

Remortgaging: The essential steps you should take when your mortgage deal ends

If you’ve used a mortgage to purchase property, switching your mortgage to a new lender – called a “remortgage” – is likely to be a task you’ll do several times. Often mortgage deals will last for a fixed period. So, over a full mortgage term that may [..]


Your guide on how to manage the harmful effects of inflation on your wealth
Resources

Your guide on how to manage the harmful effects of inflation on your wealth

Over the last year, inflation has been high. It’s likely to have affected your day-to-day costs, and it could harm your long-term wealth too. In November 2021, the BoE’s base interest rate was just 0.1%. Following a series of rises, it stood at 4.5% as of May [..]


Press Enquiries

Press Enquiries

Our press agency MRM deal with all media enquires, please contact either: Sophie Mayall on 020 3326 9924, email: sophie.mayall@mrm-london.com or Neil Kennedy on 020 3326 9908, email: neil.kennedy@mrm-london.com

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