Welcome to the January/February 2025 edition of the Smart Money Newsletter.
In this issue we look at why the beginning of 2025 offers an ideal opportunity to take stock of your financial health, setting the tone for a prosperous and secure year ahead.
The end of the tax year is fast approaching, ending on 5 April 2025. This is your opportunity to review your annual allowances and assess how best to make the most
of them. With some significant changes to tax allowances in the 2024/25 tax year and further reductions expected in the future, planning ahead is key.
Other topics in this issue include:
- Estate planning amid changing IHT rules
- How to navigate the capital gains tax changes
- Taking the road to a comfortable retirement
- Making the most of your 2024/2025 tax allowances
Latest news
How your financial planner is using AI to deliver smarter, more personalised advice
22 May 2026
Read
Are you planning to draw from your pension ahead of inheritance tax changes? Consider these 3 things first
6 May 2026
Read
Guide: 5 essential steps to plan for a pension shortfall if you want to retire early
23 April 2026
Read