Blog

Insights from the Smart Financial team

When Can I Stop Working?

If you are wondering if you can make changes in your work life or in your business, whether you are planning for 5 years’ time, or hoping to stop soon, we can help and support.

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2 minute read
An introduction to Capital Gains Tax

Maximise your contributions to ISAs and pensions before the end of the tax year.

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3 minute read
Planning for the End of the Tax Year

Maximise your contributions to ISAs and pensions before the end of the tax year.

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3 minute read
Navigating the Future: A Guide to Planning Your Life and Retirement

Many people think of January as a new start. You may have made resolutions, which may not make it to February. You are probably also thinking about the things you want to achieve and do this year and beyond.

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2 minute read
What Does Financial Freedom Mean…to You?

Have you ever considered what it would mean to be ‘financially free’? Would you sell your business or leave your job so that you had more time to relax with friends and family, travel, buy that Ferrari you’ve always wanted, or otherwise pursue leisure activities? Would you keep your business or your job, but adopt a role that’s less hands-on … Read More

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2 minute read
What is Financial Planning?

You know it makes sense to create a business plan, giving you a roadmap that will plot your course to success, be that growth and expansion or a seamless sale. But what about your financial plan for everything else? When your business is one of your biggest assets, your personal ambitions are likely to be tied into your desires for … Read More

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2 minute read
6 Questions to Ask Your Financial Planner

If you’re considering working with a financial planner, no doubt you’ll have lots of questions about how they work and what’s involved. To find the right person with the best advice for you, it’s worth taking the time to research your potential planners. Asking the following six questions is a great way to find out what you need to know. … Read More

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2 minute read