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Smart Money Newsletter May/June

Welcome to our May/June 2022 magazine. Inside we look at factors that can influence when someone decides to retire, passing on wealth to the next generation, protecting family wealth and much more. You can find a list of the subjects covered and a link to the newsletter below.

In this issue we look at:

  • MILLIONS OF MIDLIFERS ARE PROPPING UP THEIR FAMILIES Impact on work, wealth and wellbeing putting further pressure on age group
  • PASSING ON WEALTH TO THE NEXT GENERATION 30 million parents want to leave wealth in their Will
  • TAX IN UNCERTAIN TIMES Key financial changes that have affected millions of people form April
  • MORE BRITONS INSURE THEIR HOMES THAN THEIR LIVES Ensure your financial security for when you might need it most
  • DEALING WITH DIVORCE Revolution to family law finally removes the need for blame as a basis for divorce
  • GENDER PENSION GAP WIDENS Women have lower pension pot sizes in  every age bracket
  • FUTURE WEALTH The average British child is worth just under £5,000 by the time they reach school
  • SCAMMERS ‘SOCIALLY ENGINEER’ VICTIMS 17% increase in suspicious or scam-related activity
  • FED UP WITH YOUR NINE-TO-FIVE? Sixty the most popular age to retire early
  • PRIVATE WEALTH Millions struggle to understand their most important source of income in retirement
  • ‘HOME IS MY PENSION’ GENERATION 22% rise in people using property to support their retirement
  • PROTECTING FAMILY WEALTH What will your legacy look like?
  • LOVE AND MONEY Couples reveal they’re poles apart
  • BUILDING AN INVESTMENT PORTFOLIO 4 steps for future wealth creation in your mid-20s to mid-30s
  • HOW TO COPE WITH THE RISING COST OF LIVING 9 in 10 adults make stark spending decisions as anxiety runs high
  • WHERE THERE’S A WILL THERE’S A GEN ZER 20% of 18 to 24 year-olds emerge as Will makers
  • DISCUSSING INHERITANCE WITH YOUR HEIRS More than half of UK adults haven’t discussed
  • RETIREMENT NEST EGG Nearly a half of over-50s regret not saving into their pension earlier the subject

If you would like to discuss any of the following topics, please do get in touch.

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