Welcome to the July/August 2025 edition of the Smart Money Newsletter.
Inside this issue, we explore a new study that reveals a startling insight. As many as one in six individuals with a partner are unclear about who will receive their pension savings if they pass away before accessing them. Even more concerning, this figure rises to nearly one in five among the silent generation(aged 79 and older).
If you have accumulated wealth over your lifetime, it is never too early to plan so that any remaining wealth is distributed to your chosen beneficiaries in the most tax-efficient way.
Other topics in this issue include:
- Navigating market uncertainty and building long-term wealth
- Saving vs Investing
- Preparing for retirement: What you need to know
- The principles of successful investing
Latest news
Guide: The money lessons your family could learn from board games this Christmas
20 December 2025
Read
Three financial benefits of gifting some of your wealth this Christmas and beyond
8 December 2025
Read
Celebrating success: Francis Clark Financial Planning at the Women in Financial Advice Awards 2025
21 November 2025
Read
What’s in a name? Do you need a ‘financial adviser’, an ‘investment manager’ or a ‘financial planner’?
21 November 2025
Read
Cashflow planning: What is it and how could it help you retire with confidence?
21 November 2025
Read