Smart Money Newsletter Jan/Feb 2019

Smart Money Newsletter Jan/Feb 2019

Welcome to our 2019 Jan-Feb FCFP Newsletter

Page 03 – New state pension ages

We look at how the move to equalise male and female pension ages began 25 years ago and has been gradually phased in.

Page 04 – Setting goals for the coming year

The new year is a good time to start planning your tax affairs before the end of the tax year on 5 April.

Page 06 – Tax efficient investing

As part of our continuing look at tax-efficient saving and investing, we shine a spotlight on some of the different options available.

Page 11 – Intergenerational planning

You may want to keep an element of control when passing on your assets. You may want your money to be used for a particular reason or you may just want to make sure your money stays within the family.

We hope you enjoy this latest edition and find it valuable.

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