Welcome to the July/August 2024 edition of the Smart Money Newsletter.
Nobody wants to consider what would happen if they became too ill to support their family financially. Financial protection is essential to creating a secure future for your loved ones, but understanding what cover you may need can be confusing. In this issue we take a look at how to secure a future for you and your loved ones, including balancing your financial security with mental well-being and how making the right decisions today could boost your retirement pot and make the future a whole lot brighter.
Other topics in this issue include:
- Ways to reduce your capital gains tax
- Investing a lump sum
- Placing assets into a trust
- The importance of drafting a will
